The following documents are provided as samples and supporting documentation. Please download and view them at your convenience.

General Information   Fund Agreements   Fund Agreements - Created by Will   For more information on Partners in Philanthropy  
General Information
Donate online fund descriptions


Donor Services

Describes the services that the San Antonio Area Foundation provides for its donors.


Fee Schedule

Fee Schedule for the various funds offered by the San Antonio Area Foundation


Fund Comparison Chart

Compares the various funds offered by the San Antonio Area Foundation


Guide to Giving - Attorney Donor Handbook


Real Estate Gift Policy and Procedures


Wire Transfers and Stock Gifts


Fund Agreements
Acorn Fund Agreement

abstract_121194.gif Fund Agreement for fund that allows donor to make an irrevocable gift of at least $2,500 and grow it to at least $10,000 within five years without paying any management fees


Agency Agreement

abstract_121193.gif Fund Agreement for a fund invested to generate income for an organization or foundation


Designated Fund Agreement

abstract_120224.gif Fund Agreement for fund to benefit one or more specific organizations in perpetuity


Discretionary Fund Agreement

abstract_121198.gif Fund Agreement for fund which supports charitable programs that request grants through the annual competitive grants process


Donor Advised Fund Agreement - Advisory Committee

abstract_120220.gif Fund Agreement for fund that allows a committee selected by the donor to recommend grants


Donor Advised Fund Agreement - No Subsequent Advisors

abstract_120221.gif Fund Agreement for fund that allows donor or donor's designee/s to recommend grants


Donor Advised Fund Agreement - Subsequent Advisors

abstract_120222.gif Fund Agreement for fund that allows donor or donor's designee/s to recommend grants and also allows for one subsequent generation of advisors to be named by the donor at the time the agreement is written


Field of Interest Fund Agreement - Advised

abstract_121159.gif Fund Agreement for fund in which donors name a program area to receive grants and the donor recommends grants to specific nonprofits within that program area


Field of Interest Fund Agreement - Discretionary

abstract_121199.gif Fund Agreement for fund in which donors name a program area  to receive grants with the recipient of the grants selected through the competitive grants process


Scholarship Fund Agreement - Area Foundation Board as Selection Committee

abstract_121196.gif Fund Agreement for a fund that provides educational opportunites for students who might otherwise not be able to attend college and who are selected for the award by the Board of the Area Foundation


Scholarship Fund Agreement - Donor names Selection Committee

abstract_121197.gif Fund Agreement for a fund that provides educational opportunities for students who might otherwise not be able to attend college and which allows the donor to remain involved through the naming of the selection committee


Fund Agreements - Created by Will
Designated Fund Agreement - Created by Will

abstract_121200.gif Fund Agreement for fund to benefit one or more specific organizations in perpetuity and which is established as a Planned Gift


Discretionary Fund Agreement - Created by Will

abstract_121201.gif Fund Agreement for a fund which supports charitable programs that request grants through the annual competitive grants process and is establised as a Planned Gift


Field of Interest Fund Agreement - Created by Will

abstract_121157.gif Fund Agreement for a fund that wil benefit a specific program area with the recipient organizations of the grants selected through the competitive grants process and which is established as a Planned Gift


Scholarship Fund Agreement - Created by Will

abstract_121202.gif Fund Agreement for a fund that provides educational opportunities for students who might otherwise not be able to attend college and is establised as a Planned Gift


For more information on Partners in Philanthropy
Partners in Philanthropy

Make a difference by becoming a Partner in Philanthropy