A “big” inheritance may not be all financial
Welcome to the Great Wealth Transfer! This much-cited era, happening right now, is reportedly the time when trillions of dollars will pass from one [...]
Early birds, “bunching,” and planning for year-end
When “back to school” enters your vocabulary, you know the rest of the year will go by in a flash! That’s why it’s important [...]
Donor Advised Funds to Honor Loved Ones: The Mark Morris Youth Fund
Photo courtesy of markmorrisfoundation.org Mark Morris impacted the lives of not only his family and friends, but of students of all ages [...]
Charitable giving: Ten ways teens can get involved
At the community foundation, we are honored to work with many families across multiple generations. Quite frequently, parents and grandparents share with us their [...]
Closer to home: Steps to move your donor-advised fund to the community foundation
At the Winona Community Foundation, we work with individuals and families who have already begun their charitable giving journey by establishing a donor-advised fund [...]
“Nice to meet you”: Introducing your advisors to the community foundation team
At the Winona Community Foundation, we are honored to work with many individuals, families, and businesses who support the causes that matter most to [...]
Philanthropy’s crucial role
Over the last several years, communities across the country, including our own region, have faced moments of enormous challenge—from natural disasters and economic uncertainty [...]
Ask the Expert
Beginning with the 2026 tax year, the federal tax code includes a new "universal charitable deduction" that allows many more people to receive a [...]
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 [...]
