Advisor Resources

If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of [...]

As an advisor, you likely talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation. [...]

Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in [...]

At the Winona Community Foundation, we regularly work with legal, financial, and tax advisors like you to help clients reach their charitable goals. As [...]

News about the capabilities of artificial intelligence has skyrocketed over the last few months. As attorneys, accountants, and financial advisors, no doubt you are [...]

As you talk with your clients about charitable giving, are you leading with tax benefits? Deferring philanthropy topics until November and December? Not looking [...]

Over the last few months, many advisors have noticed an uptick in client inquiries about leaving their IRAs and other retirement plans to charity. [...]

Charitable deductions and the vehicles that generate them continue to land on the IRS’s radar. For instance: The IRS is really, really picky about [...]

Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in the occasional change to the provisions of the Internal Revenue [...]

And, the wild ride continues! It’s been three years since the Covid-19 pandemic swept the globe and wreaked wide-ranging havoc on so many areas [...]