Investment Environment

Financial Information
Investment Policy

10.01.2006  - 


Investment Policy
The Investment Committee, along with its Investment Consultant, has developed a comprehensive and formalized investment policy that incorporates the following:
  • Overall investment philosophy
  • Responsibilities and fiduciary duties
  • Asset allocation
  • Investment guidelines and restrictions
  • Performance standards and guidelines
  • Evaluation and review guidelines.
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Tools for Advisors
Planning for Charitable Giving

abstract_10017034.jpg 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.  

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Financial Information

Financial Communique
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Related Documents

Current Investment Report
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Guide to Giving - Attorney Donor Handbook

Professional Advisors Contact Information

Kathleen Finck Smudy
Director of Planned Giving
210-242-4744

Sallie Steves Peacock
Vice President
Development and Donor Services
Phone: 210.228.3760
Email:  speacock@saafdn.org

Michelle Cox, CPA
Chief Financial Officer
Phone: 210.225.2243
Email:  mcox@saafdn.org