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 […]
An Icon In Philanthropy: Remembering Rosemary Kowalski
This week, the city of San Antonio lost a true icon when businesswoman Rosemary Kowalski passed away at 100. Kowalski, who famously told in stories that she never even liked […]
Securing Your Charitable Future: Life Insurance Gifting
You’re likely well aware of the important role life insurance can play in your estate and financial plans. Indeed, more than half of GenX and Baby Boomers hold life insurance policies, and […]