Professional Advisors

Solutions For Your Clients’
Charitable Giving Needs

As a professional advisor, you provide valuable services to your clients concerning taxes, wealth planning, inheritance issues, and family legacies.  Developing a financial or estate plan that takes into account your client's financial and charitable needs is no small task. It is a privilege and a challenge to help your clients achieve their philanthropic goals.

The San Antonio Area Foundation can enhance the value of your client services by giving you tools to solve your clients’ charitable giving needs.  A full understanding of the many possibilities of charitable giving and its specific tax benefits can help your clients achieve financial, personal, or business goals.

Our professional staff has broad expertise in charitable gift planning. We can provide you sample documents and one-on-one consultations.  Our confidential, personalized service is tailored to each individual’s charitable and financial interests. We accept a variety of assets, including real estate, and can work with you and your clients to facilitate even the most complex forms of giving.

We consider attorneys, accountants, financial planners, insurance agents and other professional advisors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

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

.

Join us on: