Category: For Professional Advisors

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 […]

Advisors: Talk To Clients Now About Year-End Giving

Procrastination is a drain in ways that go far deeper than the incomplete task itself. It seems that the more daunting the task, the harder it is to tackle. This […]