Retaining clients is at the core of long-term business growth. As every professional advisor knows, earning continued work from an existing client is far easier, and far more cost-effective, than securing a new one. Nowhere is this more evident than durin... See more
At the San Antonio Area Foundation, we are honored to work with you and so many other families, individuals, and businesses to help organize your charitable giving and support favorite charities that make a difference in our community. As the year winds d... See more
As an attorney, CPA, or financial advisor, you have likely noticed the surge in coverage around donor-advised funds (DAFs). And for good reason – these vehicles help clients achieve both financial efficiency and philanthropic impact. What many advisors ma... See more
You are likely aware that many families in our community are struggling, and you may be wondering how you can help most effectively.
Whether increased community needs are triggered by a government shutdown that disrupts paychecks, services and community p... See more
We’ve rounded the corner into the fourth quarter of 2025! As the year draws to a close, you’re likely aware that charitable giving is not only important to your clients first and foremost as an act of generosity, but also as a powerful tool in tax plannin... See more
