Ask the Expert
When you donate to a public charity, you may be eligible for a tax deduction—if you itemize your deductions. However, changes to the tax [...]
Strengthening Community Through Strategic Giving and a Donor Advised Fund: Tom and Annmarie’s Story
Through a Donor-advised fund, individuals are able to make tax-deductible charitable gifts into their named fund and then recommend grants to [...]
Facilitating their philanthropy through a Donor Advised Fund: Pat & Jerry Papenfuss discuss the benefits
Pat and Jerry Papenfuss in 2023. Through a Donor-advised fund, individuals are able to make tax-deductible charitable gifts into [...]
Is a Donor Advised Fund (DAF) right for you?
Through a Donor-advised fund, individuals are able to make tax-deductible charitable gifts into their named fund, and then recommend grants to their favorite charities [...]
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 [...]
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 [...]
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 the [...]
Giving later and now: Make an impact even before your legacy gift
Photo courtesy of Visit Winona According to the 2023 Giving USA Report released in June 2024, charitable bequests, totaling nearly $43 billion, [...]
Just the facts: Five tax reminders for charitable giving
Tax time is a great reason to review the basics! At the Winona Community Foundation, our goal is to help make the tax aspects [...]
Wise giving: Advising clients on supporting fire relief efforts
Wise giving: Advising clients on supporting fire relief efforts In the wake of the devastating California wildfires that have ravaged communities around Los Angeles, [...]