Unrestricted giving, the trust factor, and why it matters to your clients
The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of [...]
Big gifts, bullish portfolios, and kids who move away
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 [...]
Clean slate: Tips for charitable giving in 2024
A new year is such a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of [...]
Planned giving pointers
As you’ve chatted over the years with the professionals working at your favorite nonprofits, you’ve likely heard the term “planned giving.” You may have [...]
Your Gift’s Direct Impact
Dear Donors and Community Members, I trust this letter finds you well. As 2023 draws to a close, I find [...]
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. [...]
