Charitable giving: Plan while you can!
No matter how old you are, it’s wise to consider your long-term charitable giving plans. Perhaps you have supported the same organizations for decades [...]
From private foundation to donor-advised fund: A five-point checklist
Many families established private foundations years ago because they wanted to make a lasting difference in their communities. Those foundations have supported important causes, [...]
Estate planning: More than just a will
National Estate Planning Awareness Week is coming up from October 19 through 25. This comes on the heels of August’s Make-A-Will Month. A reminder [...]
Donor Advised Funds to Honor Loved Ones: The Tom Gibson Memorial Fund
Many people who knew Thomas William Gibson (“Tommy”) remember a generous friend, mentor, and family member. From the age of 13 onward, he had [...]
Ask the Expert
If you're new to the Winona area and interested in learning more about our nonprofit community, I'd be happy to help connect you with [...]
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 [...]
