Rethinking legacy: Balancing gifts to heirs with the community’s future
Next time you meet with your estate planning attorney, it may be a good idea to check in on your long-term plans and ask [...]
Step by step, it starts with “love of humanity”
The word “philanthropy” comes from Greek roots, meaning, quite simply, a love of humanity. For some people, philanthropy means supporting a favorite nonprofit year [...]
What type of donor are you—scattered, results-focused, just getting started, or deep into it already?
Even if you are new to charitable giving, you’ve likely discovered that there’s no single “right” way to approach making a difference. It turns [...]
Building your charitable plan, brick by brick
Most of us can think of something we fully intend to do—someday. Organize the photos. Update the estate plan. Reboot the exercise routine. Charitable [...]
Why 2026 is different: Four tax-time reminders
It’s tax season, which means it’s a terrific time to ensure that your charitable giving goals are on track. If you’ve already established a [...]
Women and philanthropy: Impact across generations
March is Women’s History Month, and it’s a great time to check in on the increasing role of women in philanthropy. At the Winona [...]
Underappreciated and overlooked: Why life insurance matters to charitable giving
Even in an era when term life insurance policies may appear to dominate, many people still hold whole life, variable life, or universal life [...]
Charitable tax law changes for 2026: Keeping your tax advisors in the loop
A new year presents an excellent opportunity to check in on your charitable giving priorities. This is the case every year, but it is [...]
A New Year, A New Opportunity to Give—and Save!
There’s exciting news for 2026: individuals can now take advantage of a $1,000 above-the-line tax deduction for charitable contributions. This means that even if [...]
Shopping AND Giving Locally
Supporting charitable work right here in Winona There are many campaigns out there about shopping locally, shopping small, etc. This message is important [...]
