Why Donor Advised Funds Are Still Essential in 2026
For many CPAs, estate planning attorneys and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity, particularly among high-income clients. With the new charitable deduction 0.5 […]
San Antonio Area Foundation Establishes Professional Advisor Council
The San Antonio Area Foundation is launching a Professional Advisor Council (PAC), a leadership network designed to strengthen charitable giving across Greater San Antonio. The council engages professionals who guide […]
A Key To Client Retention: Charitable Planning
Retaining clients is at the core of long-term business growth. As every professional advisor knows, earning continued work from an existing client is far easier, and far more cost-effective, than […]
Exploring Donor-Advised Funds: Flexible & Tax-Friendly
As an attorney, CPA, or financial advisor, you have likely noticed the surge in coverage around donor-advised funds (DAFs). And for good reason – these vehicles help clients achieve both […]
Advising Donors: Different Cases, Common Theme
We’ve rounded the corner into the fourth quarter of 2025! As the year draws to a close, you’re likely aware that charitable giving is not only important to your clients […]
Tongue Twister For Advisors: OBBBA, IRAs, QCDs and FAQs
If your head is spinning, you are not alone – the rules for using IRAs in charitable giving were already complex, and the One Big Beautiful Bill Act (OBBBA) added a few new wrinkles. […]
Area Foundation Empowers Wealth Advisor’s Philanthropic Work
For Roberto Espinosa, a local wealth management advisor, Hispanic Heritage Month is more than a celebration – it is a time to reflect how his Mexican heritage informs his profession. […]
Gifts of artwork: Worth a look, but be careful
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 […]
Better Investment: Community Foundation vs. Private Foundation
If your client base includes business owners, you probably weren’t surprised by this observation in a recent Wall Street Journal article about the “stealthy wealthy”: “Behind a paycheck, the largest […]
We Make It Easy: Transferring Donor-Advised Funds
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 — […]