Advisor Resources
Thank you for your interest in supporting United Way of San Antonio and Bexar County's planned giving and endowment efforts.
Through Crescendo and GiftLaw, there are services available including a complete tax update for CPAs, attorneys, CLUs, CFPs, ChFcs, trust officers and other professionals. The GiftLaw services are made available to all advisors as a free service. Services can assist with providing clients with clear and understandable gift illustrations.