Naturally, you hope your assets last comfortably throughout your lifetime, with enough left over for loved ones. In fact, we expect you're reading this section because you want to leave a charitable legacy, too. Our professional staff can work with your professional advisor to ensure your charitable goals are met.
When you make a planned gift with the Area Foundation, you become an exclusive member of our Visionary Circle legacy society and will be remembered as a champion of the causes dear to you.
The future is unpredictable. The San Antonio Area Foundation was built for that. Through our deep expertise, sound investment and careful oversight, we will ensure your charitable gift meets tomorrow’s challenges, as we’ve been doing for more than 50 years.
Have you already included us in your estate plan?
Planned Gift Impact
Meet Tiffany Padilla, whose life is forever changed through the support of a planned gift.
Visionary Circle Membership
Supporting our community while the causes you care about the most are supported for generations to come through this exclusive membership.
With planned giving, you have exciting options to:
- Make tax-deductible gifts that earn annual income
- Make gifts that protect certain valuable assets
- Ensure the best asset (tax-wise) goes to friends and family members
- Guarantee your charitable wishes are carried out
Where do you begin?
- Identify your goals
- Read stories of others just like you and their gift examples
- Learn about your gift options with an Area Foundation staff member