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.
Congress Considers Retirement Plans

Washington News

Congress Considers Retirement Plans
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan...
Social Security

Personal Planner

Social Security
Linda asked, "When should I take my Social Security? I have a good income and have paid into Social Security for 40 years....
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For more information, contact us.