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 [...]
Make a plan–and make your favorite charities part of it
As you consider whether the time might be right for you to formalize your charitable giving, here are three tips to consider–all of [...]
Crisis giving: Proceed with caution, but do proceed!
It's a natural human response to want to help in a crisis–even though it’s hard for many people to ask for help. Indeed, Stanford [...]
Free Webinar: How to Maximize Your Charitable Impact
Giving with Heart & Strategy: How to Maximize Your Charitable Impact Free, no obligation webinar presented by Wagner Oehler Legal Services in partnership [...]
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 [...]
Donna Helble: Her passion lives on
Education and children’s literature were Donna Helble’s passions. In 1973, Helble moved to Winona to take a position at Goodview elementary where she [...]
Goodview Community Foundation gets initial donation
The Goodview Business Association was proud to provide an initial donation of $14,000 to the Goodview Community Foundation prior to year-end 2021. Association President, Deb [...]
Growing our Community Grant Program
Competitive community grants are a common element of community Foundations. The funds to support these grants come from annual donations, gifts made through a [...]
Donna Helble – Her passion lives on
“Education and children’s literature were Donna Helble’s passions. In 1973, she moved to Winona to take a position at Goodview elementary where she taught [...]
