Open a Fund Establishing a fund at the San Antonio Area Foundation is an easy, effective way to invest in your community.

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?

open a fund

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.

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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.

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Impact Stories

Interested in opening a fund?

We are ready to help. Please call 210.225.2243 or email us with questions.