We can help enhance your services with your clients. The Winona Community Foundation strives to partner with you to help your clients meet financial and charitable goals by serving as a resource. We opportunities and tips to learn about philanthropy. Our education is designed with you and your clients in mind. Here’s where you can find a number of resources and tools tailored for your needs. Check them out!
If you’re looking for additional information or advice, reach out to us directly and we’d be happy to help.
Worth a read
Our team always keeps an eye on trends, research, and legislative developments related to [...]
Backdrop required: Informing your work with charitable clients
Effective charitable planning requires context. That’s why our staff is committed to keeping you [...]
IPOs and charitable clients: Three scenarios for impact
If you keep an eye on initial public offerings, it’s been an exciting few [...]
Ask the Expert
Nonprofits are held accountable through built in checks and balances with systems and practices [...]
QCDs: Five questions your clients may be asking
As you work with your charitably-inclined clients, pay particular attention to individuals you know [...]
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations [...]
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, [...]
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard [...]
