New Board Members At San Antonio Area Foundation

2026 Board Members

Executives from the communications, financial and tech investment sectors comprise the new slate for the San Antonio Area Foundation 2026 Board of Directors. Seymour Battle III, Senior Vice President for […]

Why Donor Advised Funds Are Still Essential in 2026

For many CPAs, estate planning attorneys and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity, particularly among high-income clients. With the new charitable deduction 0.5 […]

CEO Letter: Answering the Call, Together

Nadege Souvenir Posing Smiling

A few months ago, I experienced one of those rare days that fills the soul. At the San Antonio Business Journal’s Impact Awards, we heard powerful stories of neighbors feeding […]

A Key To Client Retention: Charitable Planning

woman and man talking business

Retaining clients is at the core of long-term business growth. As every professional advisor knows, earning continued work from an existing client is far easier, and far more cost-effective, than […]

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