The San Antonio Area Foundation wants professional advisors in our community to know they have a resource in the most trusted and impactful philanthropic partner.
The Area Foundation is committed to building more and better bridges with the advisor community, which plays a crucial role in helping steer clients toward fulfilling their philanthropic wishes and goals.
That is why the Area Foundation recently added a new face to its Development and Donor Services team, David Simmons, who serves as Wealth Relations Advisor Manager. A veteran of the financial services community, David is leading the Area Foundation’s charge in strengthening and expanding the organization’s partnership with local professional advisors.
A major step toward that mission was taken in February, when David organized a very successful gathering at Area Foundation headquarters, bringing together more than 70 members of the Financial Planning Association of San Antonio & South Texas and the San Antonio Estate Planners Council.
The “Kickoff to 2025 Networking Mixer” was deemed an instant hit by participants all around, particularly since members of the two distinct advisor groups do not typically get together.
Estate planning attorneys, investment professionals and accountants are critical in the charitable planning process and that is why it is a priority for the Area Foundation to see this partnership blossom.
For FPA and EPC members who could not make this first gathering, fret not – there will be more opportunities to come together under the Area Foundation’s auspices. Stay tuned for information on opportunities later this year and make sure to mark your calendars for the 2026 Networking Mixer, planned again for February.
In the meantime, advisors are encouraged to check out the Area Foundation’s website with key information just for them. Additionally, feel free to direct any questions directly to David Simmons at dsimmons@saafdn.org.
