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.
Floor to ceiling: Four factors that will influence corporate giving now and later
At the Winona Community Foundation, we work with business leaders and business owners to [...]
Tongue twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules [...]
One Big Beautiful Bill Act: Three big picture pointers
“So what does it mean for charitable planning, really?” That’s a question our team [...]
Ask the Expert
A legacy gift, also sometimes called a planned gift, is a charitable donation arranged [...]
Strengthening Community Through Strategic Giving and a Donor Advised Fund: Tom and Annmarie’s Story
Through a Donor-advised fund, individuals are able to make tax-deductible charitable gifts [...]
Facilitating their philanthropy through a Donor Advised Fund: Pat & Jerry Papenfuss discuss the benefits
Pat and Jerry Papenfuss in 2023. Through a Donor-advised [...]
Is a Donor Advised Fund (DAF) right for you?
Through a Donor-advised fund, individuals are able to make tax-deductible charitable gifts into their [...]
Trust matters: Your clients’ go-to resource for community impact
As attorneys, CPAs, and financial advisors, you know very well that trust is at [...]
