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 [...]
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 [...]
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 [...]
