Generational Shifts: Fulfilling Clients’ Charitable Wishes
Chances are, as a professional advisor, you’ve already begun to notice that a major transfer of wealth is happening as your Baby Boomer clients establish financial and estate plans to pass their […]
Charitable Giving: Five Key Tax Reminders
Tax time is a great reason to review the basics. At the San Antonio Area Foundation, our goal is to help make the tax aspects of your charitable giving as easy and […]
Wise giving: Advising clients on disaster relief help
In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, many of your clients are understandably eager to provide assistance to those affected. This may be particularly […]
The Perfect Choice For My Financial Planning
I’ve had a good adult life – being a university professor, consultant and author; living part-time in Denmark for 20 years; retiring at 54 and regularly traveling internationally to about […]
Making Charitable Giving A Family Affair
If you’ve not yet involved your children or grandchildren in your charitable giving, this may be the year to consider it. Children of all ages can benefit from learning even […]
Thanks For Sharing Your Story With Us!
A key component of the San Antonio Area Foundation’s 60th anniversary public engagement campaign was the Share Your Story (SYS) series. These brief video testimonial segments, published on the Area Foundation’s YouTube channel as […]
Financial Advisors: Legislation & Charitable Giving
We all know that the new year and a new administration brings lots of potential change. So, what is going on that you need to know in serving your charitable […]
Rabbi Jacobson: SAAFdn’s First Board Chair & Civil Rights Leader
His name may not be as well known in San Antonio as other local legendary figures, but there’s no doubt that David Jacobson left a lasting impact on our community […]
Advisors: What’s your next move on estate tax planning?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or not a post-election Congress takes action […]
Producing A Miracle In Cibolo
Build it and they will come. What started as a vision to build an athletic field for children with physical and cognitive challenges is now a community focal point that […]