Giving with Heart & Strategy: How to Maximize Your Charitable Impact

Free, no obligation webinar presented by Wagner Oehler Legal Services in partnership with the Winona Community Foundation

Are you ready to make your generosity go further? Join Attorney Judi Wilson for an inspiring and practical look at charitable giving that truly makes a difference. Discover smart strategies to align your giving with your values—while also reducing taxes and cutting costs. Whether you’re passionate about supporting your community or building a lasting legacy, you’ll learn how to craft a personalized giving plan that leaves a meaningful mark.

Who should attend?

  • Generous individuals interested in donating with intention

  • Individuals interested in learning tax-advantaged ways to give in their lifetime and beyond




About Judi K. Wilson

Judi K. Wilson is an attorney at Wagner Oehler, Ltd. For twenty-five years, Judi has practiced in the areas of estate planning and charitable giving. Judi is most passionate about helping families in estate planning and trust and estate administration, with a special emphasis on tax minimization strategies. She is licensed to practice law in Minnesota and Wisconsin.


About the Winona Community Foundation

The Winona Community Foundation is a catalyst for igniting generosity and building the vibrant and enduring place we call home. The Foundation exists to support and build our community. We work with donors, nonprofits and professional advisors to meet immediate and long-term community needs through giving and granting. Our team of professionals are deeply familiar with the short-term, mid-term, and long-term needs of our community, as well as the nonprofits that are working to address those needs.

The Winona Community Foundation offers a range of charitable options and funds for individuals, families, businesses, and nonprofits to accomplish their philanthropic goals. As your trusted partner, resource, and steward for community philanthropy, the Foundation is committed to helping every individual give back in a way that is both meaningful to them and the causes they care about.

We strive to support and improve our community. We believe philanthropy has the power to transform lives and shape the future of our community and world. And, we believe everyone has the potential and capacity to be a philanthropist. With that as our guiding principle, we work to help people of all means improve our community and world – today and in the future.


Questions?

Mandi Olson
President/CEO
molson@winonacf.org
507-454-6511