Giving Options

You can see immediate impact with a gift today, or leave a lasting legacy with a planned gift.

You decide what you want to give, when you want to give it. The San Antonio Area Foundation offers flexible giving options. We can accept a variety assets, from the most simple to the most complex.

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Cash

A gift of cash by check or credit card is a simple type of charitable gift.

Stocks, Bonds, Mutual Funds

Many gifts of appreciated stocks, bonds and mutual funds result in a charitable deduction for the full market value of the donated asset, even if you bought it for far less, and minimize capital gains taxes.

Real Estate

We offer you the opportunity to easily and effectively donate your property. A gift of real estate to the San Antonio Area Foundation offers a way to unlock the full appraised value of a property. You can gain significant tax advantages, and at the same time, build a charitable legacy to support your favored charitable organizations for years to come.

Life Insurance

Many people find that the protection offered by life insurance policies is no longer needed later in life. Thus a life insurance policy can become an ideal tool for charitable giving. A few steps need to be taken to donate a life insurance policy. You start by irrevocably assigning your insurance policy to the San Antonio Area Foundation and naming it as the sole beneficiary. You can make annual tax-deductible contributions to cover the policy's annual premium. Or, if the policy is paid up, you will receive an immediate tax deduction in an amount equal to the policy's cash surrender value.

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Charitable Bequest

Name the San Antonio Area Foundation to receive all or a portion of your estate through your will or trust, reducing estate taxes while creating a charitable legacy.

Charitable Gift Annuity

You make a charitable gift and you and/or someone you designate can receive lifetime income. The remainder goes to the San Antonio Area Foundation upon your passing, potentially reducing and deferring capital gains tax and reducing probate costs and estate taxes.

Charitable Trust

A charitable lead trust or several types of charitable remainder trusts create valuable options in estate planning by providing tax savings, a significant gift and income for either a charity or family members.

Life Estate

Give your personal residence, ranch or farm as a gift, occupy the residence or land without disruption, and receive an income tax charitable deduction for the present value of the remainder interest.

Life Insurance Policies

Naming the San Antonio Area Foundation as a beneficiary of your insurance policy enables you to create a charitable legacy without invading cash and other assets designated for your heirs.

Retirement Account Assets

Double taxation on retirement plan withdrawals decreases their value for your heirs. Consider providing other assets to heirs and naming the San Antonio Area Foundation as the beneficiary of your retirement accounts. You can save taxes and preserve your hard-earned assets for the good of your community.

Looking for information on legacy giving? Visit our planned giving center.

Planned Giving Center

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.

Contact Information

(210) 225-2243   Email Us

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