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
U.S. Tax Receipts Up 8.9%

Washington News

U.S. Tax Receipts Up 8.9%
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02 trillion. This was $247...
Personal Planner
IRA and 401(k) Designated Beneficiary Options

Personal Planner

IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just...
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For more information, contact us.