Planned Giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call us at (210) 458-4130. A member of our Planned Giving Team will be very pleased to help you.
Donor Examples
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Donor Examples

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
Gift Options
Gift Options

Gift Options

Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
Washington News
House and Senate Tax Extender Meetings

Washington News

House and Senate Tax Extender Meetings
With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing...
Personal Planner
Separate & Joint Property

Personal Planner

Separate & Joint Property
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my...
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For more information, contact us.