Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they [...]
Why donor-advised funds are still essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. [...]
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well [...]
Free Webinar: Amplify Your High Net Worth Practice with Philanthropic Planning
Amplify Your High Net Worth Practice with Philanthropic Planning Free webinar sponsored by the Winona Community Foundation Most high net worth [...]
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 structure charitable giving plans that achieve the company’s goals for [...]
Tongue twister: OBBBA, IRAs, QCDs, and FAQs
If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before [...]
One Big Beautiful Bill Act: Three big picture pointers
“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever [...]
Ask the Expert
If charitable giving is part of your year-end tradition, make sure you allow enough time to complete your gift before December 31. While checks [...]
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 into their named fund and then recommend grants to their [...]
Facilitating their philanthropy through a Donor Advised Fund: Pat & Jerry Papenfuss discuss the benefits
Pat and Jerry Papenfuss in 2023. Through a Donor-advised fund, individuals are able to make tax-deductible charitable gifts into [...]
