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 — […]
Helping Advisors Guide Clients From Private Foundations To DAFs
The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a […]
Professional Advisors: We Do The Heavy Lifting For You
As attorneys, CPAs and financial advisors, you know well that trust is at the foundation of your relationships with clients. Your clients seek similar levels of trust with the people […]
Generational Shifts: Fulfilling Clients’ Charitable Wishes
Chances are, as a professional advisor, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their […]
Professional Advisors Find A Home At The Area Foundation
SAN ANTONIO – The San Antonio Area Foundation wants professional advisors in our community to know they have a resource in the most trusted and impactful philanthropic partner. The Area Foundation is committed to […]
Wise giving: Advising clients on disaster relief help
In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may be particularly […]