Gifts of artwork: Worth a look, but be careful

Artwork Image

If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals […]

We Make It Easy: Transferring Donor-Advised Funds

Transferring information photo

Professional advisors have clients with donor-advised funds (DAFs) at national providers. Yet many of these donors may not realize they can transfer those funds to the San Antonio Area Foundation — […]

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