Professional Advisors We’re here for you. With our charitable expertise and services, the San Antonio Area Foundation can help you feel confident that you are providing the best advice to fulfill your clients’ goals.

Working with the Area Foundation

You are an important part of creating legacies in our community. Your clients respect your knowledge and expertise. You can look to our expertise to add a charitable component to your menu of services, enhancing your client relationship.

Let’s work together!

Tell us how to best partner with you – we would love to more share information and include you on our list for special trainings and events.

For more than 50 years, the San Antonio Area Foundation has worked hand-in-hand with our community's professional advisors. We provide strategic counsel and help integrate philanthropy into an estate plan as you identify the best solutions for a client. We offer a simple, powerful and highly personal approach to giving with sound investment management to fit your clients' needs. Our charitable solutions offer maximum available tax benefits and the peace of mind that comes from working with a reputable organization that has deep knowledge of our community.

We support you and your clients through every step of the giving process, while you retain complete control of your client relationships.

Solutions for Your Clients

Most of your clients come to you for your expertise in protecting and extending their assets throughout their lifetime, and then ensuring that what remains at death is distributed according to their wishes.

Your clients have distinct charitable interests and unique financial circumstances. We help you make the most of both, to maximize return on their investment.  Our flexible and highly personal giving solutions strengthen your client relationships. We provide the professional skills and local knowledge to help you meet your clients' charitable and financial goals.

The Area Foundation offers:

  • Respect for your role as your client’s trusted advisor.
  • Flexible giving solutions with maximum tax benefits - We have the ability to accept a wide range of gifts: cash, stocks, IRA Qualified Charitable Distributions (QCDs), cash, cryptocurrency, stocks, bonds, property and bequests.
  • Local expertise - we are a local organization with in-depth knowledge of community needs and the programs that are making a difference.

We offer various types of funds to meet your clients' unique financial and charitable needs. As a 501(c)(3) public charity, we are transparent with our administration and financials, so you can rest assured your clients' charitable assets will be managed reputably.

Our donors take satisfaction in knowing our modest fees support our work to make San Antonio better for all.

Advisor Toolkit

Take advantage of our Advisor toolkit and resources and contact us with any questions.

These resources are made available by the San Antonio Area Foundation to all advisors as a free service:

  • Sample Bequest Language
  • Materials for you and your clients - We provide materials for you to use and customize when working with your clients to achieve their charitable and financial goals. Materials include bequest language, sample fund agreements, and informational flyers for your clients on a range of charitable giving issues. Contact us to request these tools.

How to Discuss Charitable Giving with Your Clients

We understand that clients may not be considering philanthropy when they have an appointment with their legal or financial advisors, and many professionals have told us they are reluctant to raise the issue. We are here to help guide you through these conversations.

Several scenarios when charitable giving may be brought up: