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.
IRS Warns With

Washington News

IRS Warns With "Dirty Dozen" List
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education...
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...
scriptsknown
For more information, contact us.