Ask the Expert
Planned giving can be surprisingly simple. Some of the most common gifts—such as adding the Community Foundation to a will or beneficiary designation on [...]
QCDs: Five questions your clients may be asking
As you work with your charitably-inclined clients, pay particular attention to individuals you know are over the age of 70 ½. That’s because these [...]
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While [...]
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly [...]
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 [...]
