CHARITABLE GIFTING

Philanthropic Strategies For Your Money & Legacy

A legacy that defines and preserves your family’s values. Generations of experience working with some of the most respected families in South Texas has shown the importance they place on leaving a legacy of not just wealth, but also family values and charitable interests. Our highly-personalized approach helps us identify and articulate those values and interests through well-crafted philanthropic strategies that secure your family’s legacy and will be recognized and respected in the community by future generations.

OUR CHARITABLE GIFTING SERVICES INCLUDE:

Charitable Giving Strategy

We design a strategy specifically for your family that identifies and creates the most appropriate framework for your philanthropic activities. This may involve direct gifts, a private foundation, or a donor-advised fund.

Donor-Advised Fund

A potent and personal approach to philanthropy, with this strategy, we advise you on a wide range of activities, including recommending grants, creating gift agreements, and following up with targeted charitable organizations.

1777 NE Loop 410, Suite 200
San Antonio, TX 78217

PHONE: (210) 736-7770

DISCLAIMER AND PRIVACY POLICY
FORM CRS

1900 Wealth products are not FDIC insured, may lose value and are not bank guaranteed.

These materials have been independently produced by 1900 Wealth. 1900 Wealth is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like 1900 Wealth. 1900 Wealth, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.
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