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 […]
Four Tips For Advisors Counseling Frugal Donors
Over the years, you’ve no doubt experienced a wide range of what clients perceive as “wealthy.” You’ve also likely observed that clients have different assumptions about what it takes to be a […]
Gifts of Appreciated Stock: Picking Favorites
You’re aware that donating highly-appreciated stock to a fund at the San Antonio Area Foundation offers significant advantages for your clients over making cash gifts. Communicating this benefit, however, can […]
Financial advisors: We’re here to make your work easier
It’s relatively straightforward to see how philanthropy figures into the financial and estate plans you build for individuals and families. After all, many of these clients are already supporting their […]
Charitable Gifts: Proposed Regulations & Election Year Updates
Greetings from the San Antonio Area Foundation! Every day, our team appreciates the opportunity to work with attorneys, accountants, financial advisors, and other professionals who are helping clients achieve their […]
“Shell funds” and other no-cost tools for charitable clients
Getting a jump on a future “to do” list is always such a good feeling. The team at the San Antonio Area Foundation can help you with your clients’ long-term […]
For Our Professional Advisors: Tips for serving clients who love local
Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients use their donor-advised funds, for example, at the Area Foundation to support favorite charities across the […]
For Our Professional Advisors – FAQs: A snapshot of clients’ tax-time charitable giving questions
The year is in full swing. Attorneys, accountants, and financial advisors are asking clients to start gathering tax documents and related paperwork for 2023 tax returns and 2024 planning. Now […]
Key Developments Every Financial Advisor Should Watch in 2024
2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why we’re here! Your team at the […]