Advisor Resources

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 [...]

If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard time envisioning exactly what to say and do when they [...]

For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 brought a whirlwind of charitable planning activity among high-earner clients. [...]

Well before 2025 made way for 2026, you were no doubt already tracking the various IRS thresholds that are subject to adjustment, as well [...]

At the Winona Community Foundation, we work with business leaders and business owners to structure charitable giving plans that achieve the company’s goals for [...]

If your head is spinning, it’s for a good reason! Let’s face it–the rules for using IRAs to give to charity were complicated before [...]

“So what does it mean for charitable planning, really?” That’s a question our team has been fielding from attorneys, CPAs, and financial advisors ever [...]