Advisor Toolkit

Take advantage of charitable giving tools and resources to help you advise your clients.

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

  • GiftLaw® includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions and case of the week presentations. Sign up to receive this newsletter.
  • GiftLaw Pro® is a comprehensive charitable giving and tax information service
  • Gift Legacy® includes news from Washington, Savvy Living, gift stories, finance news and timely articles. Sign up to receive this newsletter.
  • Planned Giving Center - A full website resource devoted to planned giving
  • Planned Giving Calculator - Calculate the income and tax for charitable gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.
  • Deductions Calculator - Educational deduction calculations for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts
  • 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.

 


303 Pearl Parkway, Suite 114
San Antonio, TX 78215

The San Antonio Area Foundation helps donors achieve their charitable goals for the greater benefit of the community.

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