Planned Giving Optimized
Giving to a favorite charitable cause or organizations is lifetime goal for many. The San Antonio Area Foundation continues to help donors of all means create practical and flexible ways to fulfill their charitable goals. Read more Listen to podcast Planned Giving Options This podcast was produced by KRTU 91.7 Jazz Trinity University.
Visionary Circle
The San Antonio Area Foundation has created the Visionary Circle legacy society to recognize and thank those who, through their estate or financial plans, ensure that the important charitable work they support today will continue in the future.
Visionary Circle planned gifts include: •making a bequest through a will or trust •naming the Area Foundation as the beneficiary of a life insurance policy or retirement plan (Ira or 401K) or •designating the Area Foundation as the charitable beneficiary of a charitable remainder trust, lead trust or gift annuity For more information email Kathleen Finck, Esq., Director of Planned Giving, or call 210.242.4744
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2009 Year End Investment Report Available David Stein, Managing Principal for Fund Evaluation Group, gave this summary message:
"2009's stunning market recovery seemed unfathomable early last March during the depths of the worst bear market in 75 years. Amidst the discouragement, there were tentative signs that economic fundamentals were starting to turn. With valuations cheap and investor fear high, the San Antonio Area Foundation stayed true to its investment discipline and participated in the market rebound." Read report for full details
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