Information for Professional Advisors
Every day, your profession allows you to help people secure their family’s financial future. LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley offers you the opportunity to make this work even more rewarding. Today, you can help us by talking to your clients about charitable planning, thus helping to improve life in the San Antonio area for generations to come.
Please take a moment to read through the following pages and learn how you can incorporate our work into yours.
Specific LEAVE A LEGACY® Actions You Can Take To Make Your Work More Rewarding
- Familiarize yourself, your office partners and staff with the LEAVE A LEGACY® program.
- Run a series of articles about LEAVE A LEGACY® in any newsletters or regular communication you have with clients. Include any testimonials from your clients about their giving.
- Mail LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley brochures to your clients with a personally signed cover letter.
- Use the LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley logo in all materials about gift planning.
- Add a line asking about interest in charitable giving to any estate planning questionnaire or survey.
- Prepare a template letter of response to promptly respond to any inquiries, along with a packet of information. Set aside time to follow up.
- Assist in gathering data to help assess community-wide LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley’s effectiveness in changing behavior.
- Share the LEAVE A LEGACY® concept with your family and friends.
- Join a LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley committee and help us raise community awareness.
- Serve on a charitable board or gift planning committee to assist charities in securing donations.
- Consider making your own legacy gift to the charities of your choice.
Professionals Associated with PPPSA
Arthur H. Bayern, Bayern & Aycock, P.C.
Suzanne Schorlemer Bailey, Oppenheimer, Blend, Harrison & Tate, Inc.
John Banks, Jr., Banks and Banks
Stanley L. Blend, Oppenheimer, Blend, Harrison & Tate, Inc.
Rosemary Bolte, Carneiro Chumney & Co
Taylor S. Boone, Oppenheimer, Blend, Harrison & Tate, Inc.
Bob Carlson, Broadway National Bank
Kristi Clarke, The Kleberg Law Firm, P.C.
Jerry Crockett, Jerry Crockett Investments and Financial Planning
Leonard “Deac” Davis, Attorney At Law
Mary E. Downey, Downey Associates, LLC
Sandra Geppert, Carneiro Chumney & Co
William F. Goodman, Attorney At Law
Frederick C. Groos, Jr., The Trust Company, N.A.
Jerry James, Independent Consultant
Marion Therese Lee, Bacon Lee & Associates
Robert Lewis, Carneiro Chumney & Co
Charles Matt, Moss & Matt Financial Services
Nancy May, Broadway National Bank
Robert McAdams, Carneiro Chumney & Co
Julie Norton, Carneiro Chumney & Co
Kathy Nossaman, Edward Jones
Jesse H. Oppenheimer, Oppenheimer, Blend, Harrison & Tate, Inc.
Joy Reiner, Carneiro Chumney & Co
Marcus P. Rogers, Attorney At Law
Marty I. Roos, Oppenheimer, Blend, Harrison & Tate, Inc.
Don Sprecht, Carneiro Chumney & Co
David P. Stanush, Oppenheimer, Blend, Harrison & Tate, Inc.
Greg S. Stieg, Oppenheimer, Blend, Harrison & Tate, Inc.
Norman C. Thomas, CLU, Mass Mutual Financial Group
Richard H. Tye, The Kleberg Law Firm P.C.
Pam Wadsworth, Wadsworth & Associates
Eric J. Weissgarber, RBC Dain Rauscher
Frank W. Wiesehan, Mass Mutual
Glen A. Yale, Oppenheimer, Blend, Harrison & Tate, Inc.
Speaker's Bureau
Speakers from LEAVE A LEGACY® San Antonio, South Texas, The Hill Country and Guadalupe Valley are available to speak to your group or company about the LEAVE A LEGACY® program and various aspects of charitable planned giving.
To find out more or to schedule a speaker, please contact:
Jerry H. Crockett, CSA
Investments and Financial Planning
210/402-3966
210/490-7926
Apply for Membership
The Partnership for Philanthropic Planning San Antonio is a dynamic group of non-profit planned giving professionals from academic, health care, religious, social and cultural institutions working with a variety of allied professionals including attorneys, accountants, trust officers, financial planners, insurance representatives and planned giving consultants.
While joint membership in the PPPSA and the Partnership for Philanthropic Planning is encouraged, non-profit and allied professionals may join only the PPPSA and receive all the benefits of the local organization.
If you have questions about PPPSA membership, contact Vice President/Membership David Boggan.
(Leave PPPSA and go to PPP national website)
Download and read the Partnership for Philanthropic Planning San Antonio's Bylaws
