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 named fund, and then recommend grants to their favorite charities [...]
Trust matters: Your clients’ go-to resource for community impact
As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are [...]
Refresher course: Charitable gift annuities
Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing [...]
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, one of the first areas you’ll likely explore is [...]
Giving later and now: Make an impact even before your legacy gift
Photo courtesy of Visit Winona According to the 2023 Giving USA Report released in June 2024, charitable bequests, totaling nearly $43 billion, [...]
Just the facts: Five tax reminders for charitable giving
Tax time is a great reason to review the basics! At the Winona Community Foundation, our goal is to help make the tax aspects [...]
Wise giving: Advising clients on supporting fire relief efforts
Wise giving: Advising clients on supporting fire relief efforts In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, [...]
For clients who love local causes, the community foundation is the place
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, [...]
“If this, then that”: Scenarios to consider as tax time approaches
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a [...]
If this, then that: Your charitable planning cheat sheet
We’ve recently been asked by attorneys, CPAs, and financial advisors for a “cheat sheet” to make it easy to determine which type of charitable [...]
