Rethinking legacy: Balancing gifts to heirs with the community’s future
Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask [...]
Step by step, it starts with “love of humanity”
The word “philanthropy” comes from Greek roots, meaning, quite simply, a love of humanity. For some people, philanthropy means supporting a favorite nonprofit year [...]
What type of donor are you—scattered, results-focused, just getting started, or deep into it already?
Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. It turns [...]
$4,000 to Support Project Get Outdoors
Project Get Outdoors (Project GO) was established in 2005 and provides training to community organization leaders and volunteers to help connect kids with [...]
Planned Giving, Your Community & Common Misunderstandings
Planned giving offers a way to support the causes you care about both now and in the future. Despite its many benefits, planned giving [...]
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 [...]
Strengthening Local Initiatives Through Fiscal Sponsorship
It often begins with a phone call, an email, or a conversation at a community event. A group of neighbors wants [...]
Winona Community Foundation Awards $72,296 to Local Nonprofits
Left to right: Suzanne Redepenning (Winona Family YMCA), Anne Conway (Will Dilg Chapter of the IWLA), Carrie Frederich (Winona Arts Center), Emily Tipton [...]
