Taking the Next Step
Funds can be created in as little as one meeting, with a short fund agreement and a single gift. You can focus on specific organizations, issues or regions, or create a fund with a flexible purpose. Funds can be created in as little as one meeting, with a short fund agreement and a single gift.
Interested in opening a fund?
We are ready to help. Please call 210.225.2243 or email us with questions.
STEP 1
Think about what you’d like to support.
STEP 2
Choose the type of fund that meets your needs. We can help!
STEP 3
Name your fund, and we will create a personal fund agreement for you to sign.
Ready to Start?
Why Should I Open a Fund at the San Antonio Area Foundation?
- Highest charitable tax deduction
- No excise tax
- No minimum payout
- Donate complex gifts
- Impact investment option
- Personalized service & local knowledge
- Support for your strategic grantmaking
- Educational and networking opportunities
San Antonio Area Foundation
- Highest charitable tax deduction ✔
- No excise tax ✔
- No minimum payout ✔
- Donate complex gifts ✔
- Impact investment option ✔
- Personalized service & local knowledge ✔
- Support for your strategic grantmaking ✔
- Educational and networking opportunities ✔
Commercial Donor-Advised Fund
- Highest charitable tax deduction ✔
- No excise tax ✔
- No minimum payout ✔
- Donate complex gifts X
- Impact investment option X
- Personalized service & local knowledge X
- Support for your strategic grantmaking X
- Educational and networking opportunities X
Private Foundation
- Highest charitable tax deduction X
- No excise tax X
- No minimum payout X
- Donate complex gifts ✔
- Impact investment option X
- Personalized service & local knowledge X
- Support for your strategic grantmaking X
- Educational and networking opportunities X
What if I have a Private Family Foundation?
Donor Advised Funds may offer donors a better solution than private foundations. Donor Advised Funds have fewer costs and regulations, while still providing donors sufficient direction to be effective tools for family wealth planning.
What if I am not ready?
If the timing isn’t right to open your own fund, you can co-invest any amount in one of our Community Funds to join forces and maximize your impact in an area of your choice.
Impact Stories
Interested in opening a fund?
We are ready to help. Please call 210.225.2243 or email us with questions.
