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.
Ask the Expert
When you donate to a public charity, you may be eligible for a tax [...]
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 [...]
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 [...]
Refresher course: Charitable gift annuities
Several advisors have shared with us recently that they’re fielding more questions about charitable [...]
Trust matters: Your clients’ go-to resource for community impact
As attorneys, CPAs, and financial advisors, you know very well that trust is at [...]
Weighing the options: Private foundation or donor-advised fund?
When you're working on the charitable components of a client’s estate or financial plan, [...]
Giving later and now: Make an impact even before your legacy gift
Photo courtesy of Visit Winona According to the 2023 Giving USA Report [...]