Planned Giving

Welcome! We are pleased that you have an interest in learning about the many benefits of making a planned gift. 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 - Learn the impact of giving

Donor Examples

Donor Examples - Learn the impact of giving
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 - What and How to Give

Gift Options

Gift Options - What and How to Give
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.
Tax Filing Season Opens Door to New Scam

Washington News

Tax Filing Season Opens Door to New Scam
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service...
Gifts of Cash

Personal Planner

Gifts of Cash
Many people use their annual gift exclusion as part of an overall estate planning strategy. Sara: "We had a pretty good year...
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For more information, contact us.