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Why Give
Find out the top reasons our donors give with the Area Foundation

How To Give

Learn how to make a gift that provides tax benefits and possible life income.

What To Give
Learn about gifts of cash, securities and property.


Create Your Plan
Explore planned gift options, create your own personal plan and calculate tax benefits


Types of Planned Giving Gifts

You can make a significant impact on our community forever, regardless of your walk of life or income level. By leaving a gift to the San Antonio Area Foundation through a will or estate plan, you are assured the causes you love continue to receive support.

Every gift, no matter the size, is important.  Explore your charitable giving options here or contact Kathleen Smudy for more information.

 

Bequest

A bequest is a gift left to the Area Foundation in your will.  A bequest can designate a specific dollar amount, a percentage of the estate, or a part or all of the remainder/residue of the estate.  A charitable bequest reduces the size of your estate for estate tax purposes by the value of the gift.

The official legal bequest language for San Antonio Area Foundation is: "I, [name], of [city, state, ZIP], give, devise and bequeath to San Antonio Area Foundation [written amount or percentage of the estate or description of property] for [its general charitable purposes] or [written description of charitable purpose]."

 

Retirement Plan Assets

A gift of the assets of an IRA or other retirement plan such as a 401(k) is made by naming the San Antonio Area Foundation as a beneficiary.  Retirement plan gifts left to your heirs would otherwise be taxed heavily.

 

Life Insurance

The San Antonio Area Foundation can be named as the beneficiary of a new or existing life insurance policy.  This is a simple way to make a significant gift in support of charitable causes with a relatively small investment of assets.

 

Charitable Gift Annuity

A charitable gift annuity allows you to contribute cash or securities to the Area Foundation and receive a guaranteed income for life, as well as an income tax charitable deduction.  When the annuity matures, the remainder goes to the San Antonio Area Foundation.

 

Charitable Remainder Trust

You can give a gift of assets to a charitable remainder trust (CRT) to the Area Foundation and retain trust income generated by the assets for yourself or your loved ones.  The term of the trust can be for a stated number of years or for the life of the beneficiary.  When the CRT matures, the remainder of the trust assets goes to the San Antonio Area Foundation.  

With a CRT, you receive an income tax charitable deduction. A CRT can result in increased income for you or your loved ones, and can enable you to avoid capital gains taxes on appreciated assets you would otherwise have sold.

 

Charitable Lead Trust

The income from the charitable lead trust assets can be contributed to the San Antonio Area Foundation for a stated number of years.  After that period, the trust assets are distributed to the beneficiaries — generally your family.

 

 

Right Place for Planned Gift






When Marlene Merritt moved to San Antonio 15 years ago, she considered how her trust could make a difference in the community. “I wanted to do something positive with the money,” Ms. Merritt said.

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