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 [...]
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 [...]
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While [...]
As tax laws and market dynamics continue to shift, it is important for attorneys, CPAs, and financial advisors to be aware of two increasingly [...]
It often begins with a phone call, an email, or a conversation at a community event. A group of neighbors wants [...]
Left to right: Suzanne Redepenning (Winona Family YMCA), Anne Conway (Will Dilg Chapter of the IWLA), Carrie Frederich (Winona Arts Center), Emily Tipton [...]
Most of us can think of something we fully intend to do—someday. Organize the photos. Update the estate plan. Reboot the exercise routine. Charitable [...]
It’s tax season, which means it’s a terrific time to ensure that your charitable giving goals are on track. If you’ve already established a [...]
March is Women’s History Month, and it’s a great time to check in on the increasing role of women in philanthropy. At the Winona [...]
Honoring Extraordinary Commitment to Improving Life in Winona The Winona Community Foundation is seeking nominations now through April 30 of an individual [...]
Left to right: Adam Muschler (Adult Housing Program Manager), Erik Sievers (Executive Director), Katie Donahue (Adult Housing Director), Tim Hunter (Deputy Director), Ryan Buhler [...]