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.
Phone Scams, IRAs and Tax Extensions

Washington News

Phone Scams, IRAs and Tax Extensions
The IRS published multiple reminder letters this week. In IR-2017-64 the Service warned tax preparers to watch for phishing...
Loans and Sales to Children

Personal Planner

Loans and Sales to Children
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for...
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For more information, contact us.