N ewsletter. Bolner Family Passes on Legacy of Giving to Future Generations. $905M Total Assets. $53.4M Grants and Scholarships Distributed

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1 N ewsletter M Y C O M M U N I T Y Winter/Spring 2017 By the numbers through Bolner Family Passes on Legacy of Giving to Future Generations $905M Total Assets $53.4M Grants and Scholarships Distributed $49M Contributions 506 Funds Under Management 115 Nonprofit Trainings 3,134 Training Participants 22,219 Guests Visited Wells Center Grants and contributions do not include the K Foundation or The Big Give S.A. The unforgettable smell of his mother s spaghetti sauce and taco meat is what comes to mind for Michael Bolner when he thinks about his parent s care and devotion to serving others. Michael s mother, Rosalie Bolner, was well-known in San Antonio for cooking for others as her way of serving and giving back. It is that sense of community that instilled in Michael and his six siblings the importance of caring for others. As a child, seeing my parents selflessly giving back to our community really set a foundation and expectation that it is just part of life to give back. That was our normal. I am fortunate in that way, said Michael Bolner. My parents raised a family of seven children, ran a successful business and always had time to serve, give back and help others. They are an outstanding example for our entire family and generations to come. In 2015, the Michael Bolner Family opened the Michael and Mary Pat Bolner Foundation, a fund of the San Antonio Area Foundation. Michael s father, Clifton Bolner, had worked with the San Antonio Area Foundation on a few occasions. When Michael and his family sought to streamline and coordinate their family giving, the San Antonio Area Foundation was a natural fit. Michael also serves on the Area Foundation s finance committee. We appreciate that the San Antonio Area Foundation is helping our family streamline our giving and ensure that our family s legacy of giving extends for generations to come. Mike Bolner and Family, Fundholders 303 Pearl Parkway, Suite 114 San Antonio, TX saafdn.org

2 2 My Community Newsletter Board of Directors John Hayes Chair Theodore Guidry II, Vice Chair Marie Smith Immediate Past Chair General James T. Hill Treasurer A Note from Dennis From the Chief Executive Officer of your community foundation Dear Friends, With 2017 under way, I hope this note finds you well was yet another tremendous year for the San Antonio Area Foundation as we continue to grow and significantly increase our impact in all areas of our mission. Michelle R. Scarver, Secretary Janie Barrera Harold Berg J. Darryl Byrd Laura Ehrenberg-Chesler Dennis E. Noll CEO For 2016, the Area Foundation made $50.1 million in grants to nearly 750 nonprofits. We distributed 725 scholarships totaling $3.3 million. The Wells Center at Pearl welcomed 22,219 guests. We manage 506 funds and $905 million in assets, as of December 31, All this is possible because of you. Thank you for being part of our mission and our family. Luis de la Garza David Komet Adena Williams Loston, Ph.D. Brad Parman Alex Perez Jane Phipps Matthew C. Reedy Fernando C. Reyes G.P. Singh, Ph.D. R. Bruce Tilley Harry W. Wolff, Jr. We are San Antonio s Community Foundation. We exist to make our community a better place to live. Our Core Values COMMUNITY INTEGRITY PASSION EXCELLENCE We have welcomed Becca Brune as our new President/COO. As you may be aware, we have grown over 400 percent in the last five years. As a result, it made sense to split my responsibilities as President and CEO. You will love Becca. She is strategic, visionary, collaborative and so much more! We remain absolutely committed to you our generous donors who entrust us with your legacy. We will always strive to provide you with exceptional service. We spent 2016 reviewing our investment priorities and conducting a request for proposal process to determine the best investment firm to meet our needs moving forward. With the recommendation of our investment committee, we have made the decision to partner with Colonial Consulting, LLC. Colonial has $34 billion in assets under advisement with 135 clients, of which 35 are community foundation clients. They have had exceptional results over the years. We are excited to announce the launch of a new, online donor portal, DonorFirst, for you to more easily view your fund s activity, make grant recommendations and join interest groups to engage you further in giving and learning. An invitation with a link to activate your account was sent to you on January 25. Monthly sessions will be held at the Area Foundation to walk you through the process. Please see our reminders insert for the dates. I hope to see you at our Annual Impact Luncheon on March 7, 2017 at the Mays Family Center at the Witte Museum. This is our chance to celebrate you and what you have helped us accomplish this year. Thank you for your continued trust in us and your valued partnership. With gratitude, Our Mission...helping donors achieve their charitable goals for the greater benefit of the community Confirmed in compliance with U.S. Standards for Community Foundations

3 My Community Newsletter 3 Creating Diverse, Entertaining & Transformative Theatre In 2016, the Area Foundation distributed $50.1million in grants to nonprofits. For more information, visit saafdn.org/grants. Since 2012, Classic Theatre has received over $50,000 in grant funding from the Area Foundation. Your support helps us provide artistic fees to over 80 artists each year and to present professional productions of classics plays for residents and visitors of San Antonio. Thank you for your generosity and for believing in the importance of the arts for our community. Kelly Hilliard Roush, Executive Director Classic Theatre of San Antonio Tech Bloc 4 Tech Ed Foundation Fund Opens The Tech Bloc 4 Tech Ed Foundation is the philanthropic arm of Tech Bloc, a technology economy advocacy movement. Our city-wide $10 for Tech campaign supports the students attending San Antonio s upcoming technology high school infused with advanced technical training, industry-recognized certificates, and college credit. Scott Meltzer Tech Bloc 4 Tech Ed Foundation Visit satechbloc.com/cast/future-promise for more information. For more than eight years, Classic Theatre of San Antonio has produced professional theatre dedicated to the classics. They are committed to creating excellent theatre that is relevant, diverse, entertaining and transformative. The Classic Theatre s educational outreach program engages students in creativity, encouraging young artists and the next generation of theatre audiences. Opening in Fall of 2017, CAST Tech High School will be a SAISD in-district charter preparing students for San Antonio s high-demand technology, business, and finance careers through project-based and work-based learning, job shadowing, and mentorship opportunities. Welcome, new funds, to our family! (October 1 - December 31, 2016) Jean Y. and Robert W. Fish Memorial Scholarship Fund Tech Bloc 4 Tech Ed Foundation Acorn Fund Step by Step Fund Duncan Scholars Program Scholarship Fund Help the Animals Fund Van Courtlandt Foundation Scholarship Fund Enterprise Relief Fund Meghan Hill Acorn Fund Crockett Charitable Fund

4 4 My Community Newsletter Gift of Scholarships Opens Doors for Students Scholarship Spotlight: Osvaldo Jim Jimenez, Texas A&M University I am honored to receive the Area Foundation scholarships, allowing me to be the first in my family to attend college. You have helped me become an educated leader, serving my country as a commissioned officer in the U.S. army. I am living proof that anything is possible, because of your generosity. Thank you! Osvaldo Jim Jimenez, graduate of Texas A&M University Recipient: Rapier Educational Foundation Scholarship Course of study: Bachelor s of Science, Leadership and Minors in Military Studies and Psychology New Braunfels High School, New Braunfels, Texas Visit saafdn.org/scholarships 2017 Annual Impact Luncheon to be Held on March 7 Sharing Stories of Giving and Passion The Area Foundation will be hosting its 2017 Annual Impact Luncheon on Tuesday, March 7 at the Mays Family Center at the Witte Museum from noon - 1:30 p.m. Doors will open at 11:30 a.m. Please join us as we celebrate the impact that together we have made in our community. We will share with you stories of giving and passion from donors like you that make meaningful gifts to improve the quality of life today and for generations to come. We kindly request that you RSVP by Thursday, March 2 at give.saafdn.org/2017annualimpactluncheon or to Leticia Segovia at We look forward to seeing you at our 2017 Annual Impact Luncheon!

5 My Community Newsletter 5 New Online Donor Portal Makes Managing Your Fund, Grant Distributions Easier Sign up today for our new, online donor platform. We are excited to bring you DonorFirst, an innovative and secure online donor platform that allows you to easily manage your fund online, make and track grant recommendations, and join community and charitable interest groups. On January 25, we sent an to all of our fund advisors and representatives inviting you to join our new online platform. The included directions, a link, and a pass phrase (SAAFDN) to claim and set up your account. If you did not receive that invitation , please contact your relationship manager. The launch date to switch over to this new platform happened on February 1. We will host training sessions twice per month through May for you to come into our office and our staff will be on hand to help you either set up your account or walk you through the new platform and how to take full advantage of it. The next two sessions will be February 15 and March 1 at 9:30 a.m. Visit saafdn.donorfirst.org Make Your Giving Go Further Increase your impact with a variety of charitable giving options. As you support the causes that you love, you might be interested in ways to increase your impact. By combining different giving tools together, you can multiply the difference you make. Here are some ways your annual gifts may be combined with other opportunities to make your support for our cause go even further: You can add a gift in your will to endow your giving and ensure that your legacy continues. You can make a single gift to fund a charitable gift annuity. You will receive lifetime fixed payments and tax savings. You can convey your home to us, remain living there and receive tax benefits in a charitable life estate. When you think about all of the tools available to you, you can do more than you might have thought possible. By adding an estate or life income gift to your annual giving, you can benefit from lifetime payments and tax savings. Visit our planned giving center at saafdngift.org For more information, please contact David Davenport, , ddavenport@saafdn.org.

6 6 My Community Newsletter New President/COO Joins Family Welcome Rebecca Brune, President/COO Area Foundation Happenings We are thrilled to announce Rebecca Becca Brune as President/COO of the San Antonio Area Foundation. Rebecca joined the Area Foundation family on February 1, In her role, Becca is responsible for the daily management, operation and leadership of the Area Foundation, including the execution of the organization s strategic plan. She will drive the implementation of strategic goals, policy development, human resources, day-to-day operations, and administration. Becca brings with her more than 22 years of experience working at the local, national and international levels building public-private partnerships to support innovative programming and leverage community investments. As a trained facilitator and mediator, she has facilitated community conversations around natural resource management issues, economic development, strategic planning and community engagement. Becca has worked in Bangladesh, India, Costa Rica, Mexico and Nicaragua, studying local community and economic development projects, entrepreneurial programs and health service delivery programs. Most recently, Becca was the Director of Special projects at United Way, Vice President of Strategic Alliances at Goodwill and Senior Vice President of Methodist Healthcare Ministries. Becca has served as a board member of, a volunteer at, or has been honored by, 36 different organizations. As a Woodrow Wilson Fellow, Becca earned a master s degree in public affairs from the Maxwell School of Citizenship and Public Affairs at Syracuse University and, as a Bill Greehey scholar, earned a master s degree in business administration from the Bill Greehey School of Business at St. Mary s University in San Antonio, Texas. Get On Board! Howliday Party Big Give Kickoff More than 160 young professionals connected with 75 nonprofit agencies seeking the next generation of board members and volunteers. Thank you to sponsors Aventine Hill Partners Inc. and The Prestigious Mark for supporting the Get On Board! event. Seventeen dogs and cats were adopted during TalkAboutIt! SA s Howliday Party held at Santikos Casa Blanca Theatre. This free event featured holiday shopping, pet retailers and adoptable pets. Hundreds of nonprofit organizations rallied together to celebrate and kickoff the Big Give 2017 set for Thursday, May 4. We unveiled the new website platform and covered the added benefits for nonprofit participants. Nonprofit registration is now open! TheBigGiveSA.org We re social! Connect with us: Facebook Twitter LinkedIn Instagram YouTube

7 Winter/Spring 2017 Important Reminders Save the Dates for Our 2017 Quarterly Investment Meetings An with a registration link will be sent quarterly. February 14 May 10 August 16 November 7 11:30 a.m. (8-11 a.m. -- One on one sessions. To schedule your appointment, contact Heather C. Diehl, hdiehl@saafdn.org, ) 8:30 a.m. 8:30 a.m. 8:30 a.m. Monthly Training Sessions to Activate Your DonorFirst Account Need assistance with setting up your DonorFirst account? Join us at one of our training sessions! Monthly s will be sent with a registration link. All sessions will take place at the Area Foundation s offices at 9:30 a.m. February 15 April 12 March 1 April 25 March 15 May 9 March 29 May 24 SAVE THE DATE MAY 4 #BigGive2017 The Big Give is back and better than ever! The 24-hour online giving day event is set to take place on May 4, 2017 from midnight to midnight. Nonprofit registration is now open. Deadline to register your organization is April 10, Vist our new and enhanced website at TheBigGiveSA.ORG 303 Pearl Parkway, Suite 114 San Antonio, TX saafdn.org

8 Calendar of Events All events are held at the Area Foundation s Wells Center unless otherwise noted. February 1 Strengthening Nonprofits Phase I Deadline 6 High School Completion Grant Opens 7 High School Completion Grant Information Meeting 9:00 a.m. - 11:00 a.m. 8 Communication vs. Connection 8 High School Completion Grant Information Meeting 1:00 p.m. - 3:00 p.m. 10 Annual Responsive Grant Cycle One Deadline 14 Quarterly Investment Meeting 11:30 a.m. - 12:30 p.m. 16 Basic Grantwriting 9:00 a.m. - 3:00 p.m. 21 Team Building 23 To Be or Not To Be a 501(c)(3) 12:00 p.m. - 2:00 p.m. 23 Finding Funders Library Training 2:00 p.m. - 3:30 p.m. 28 Strategic Planning for Volunteer Program March 1 Strengthening Nonprofits Phase I Deadline 1 Advanced Grantwriting 9:00 a.m. - 3:00 p.m. 2 Grant Management Techniques 7 Annual Impact Luncheon 12:00 p.m. - 1:30 p.m. 9 Resource Information Luncheon 11:30 a.m. - 1:00 p.m. 10 High School Completion Grant Deadline 22 Communications in a Crisis 23 Managing Up-Partnering Powerfully with Those Who Outrank You 23 To Be or Not To Be a 501(c)(3) 12:00 p.m. - 2:00 p.m. 28 Board Principles I - Effective Governance 30 Finding Funders Library Training 2:00 p.m. - 3:30 p.m. Dates and times subject to change. Visit saafdn.org/calendar for more details and to register. We re social! Connect with us today.