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 […]
Financial Advisors: Legislation & Charitable Giving
We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know in serving your charitable […]
Advisors: What’s your next move on estate tax planning?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action […]
Advising Advisors: Discussing Charitable Giving With Clients
SAN ANTONIO – Attorneys, CPAs and financial advisors are not strangers to tough questions. Indeed, the mix of money, family, and mortality is a potent combination that almost always creates […]