Developing a charitable plan that takes into account your client's financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors 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.
Financial Information Investment Reports Investment Policy
A comprehensive, state-of-the-art web site created exclusively for professional legal, tax and financial advisors and their clients.
Tools for Advisors
05.05.2008 -
The San Antonio Area Foundation is ready to be your partner in philanthropy. We can successfully help you and your clients create charitable legacies that benefit the community, while using tax-wise strategies to benefit their family and estate.
