Structured philanthropy: A process relieves the pressure
Many parents and grandparents look to pass on their values and charitable practices to the next generation. Because conversations around wealth and philanthropy can [...]
Your donor-advised fund: Think “hub,” not “autopilot”
Perhaps you established a donor-advised fund at the Winona Community Foundation years ago, or you set up a donor-advised fund more recently. Or maybe [...]
Crisis giving: Avoiding pitfalls
Whether you’re motivated to respond to needs created by a conflict, accident, or natural disaster, it’s human nature to want to help. All too [...]
Gifts of “complex” assets deliver multiple benefits
When you think about supporting your favorite charities or making contributions to your fund at the Winona Community Foundation, cash may be the first [...]
Life insurance: A key charitable planning tool for certain clients
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. [...]
Tips for clients’ year-end giving
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 [...]
Rethinking inherited IRAs
As you build your estate plan and consider how to provide for your adult children, keep in mind that naming children as the beneficiary [...]
Fourth quarter jitters: Charitable giving tips to reduce your stress
You are not alone if you begin to feel a little anxious when as we approach the end of another year. Many people experience [...]
Do good, feel better: Philanthropy through the lens of well-being
Philanthropy means “love of humanity”—and, according to some, “philanthropy” includes acts that benefit both the giver and the receiver. This is surprising to some people [...]
Recap of the 2023 Founders Event Honoring Pat & Jerry Papenfuss
On October 10th, 2023, the Winona Community Foundation was proud to honor Pat and Jerry Papenfuss with the 2023 Founders Award, which honors individuals [...]
