For clients who love local causes, the community foundation is the place
Most of your philanthropic clients likely support a wide variety of charities year after year. The causes they support represent a range of motivations, [...]
“If this, then that”: Scenarios to consider as tax time approaches
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ attention when tax season rolls around. This makes it a [...]
If this, then that: Your charitable planning cheat sheet
We’ve recently been asked by attorneys, CPAs, and financial advisors for a “cheat sheet” to make it easy to determine which type of charitable [...]
QCDs: $105,000, $108,000, and more things to smile about
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether [...]
Estate tax planning: What’s your next move?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the tax laws that could impact your high net-worth clients. Whether or [...]
End-of-year giving tips for fund advisors
As you make your tax plans for the end-of-the-year, it is probably wise to familiarize yourself with several important year-end charitable giving techniques and [...]
Planning for a sunset: Lock in a higher exemption, unlock a legacy
Without legislation to prevent it, the sunsetting of current estate tax laws at the end of 2025 will dramatically reduce the federal estate tax [...]
Advising the charitable millionaire next door
At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement [...]
Gifts of appreciated stock: Picking favorites
You’re well aware that donating highly-appreciated stock to a fund at the Winona Community Foundation offers significant advantages for your clients over making cash [...]
Charitable planning for wealthy clients: In the spotlight
As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate [...]