In an economic and legislative environment full of unpredictability, we encourage you to tap the knowledgeable staff at the Winona Community Foundation–perhaps even more than you have in the past.
If you’ve already established a donor-advised or other type of fund with us, you’re familiar with many of the ways we make charitable giving easy, flexible, and effective so that you can achieve your goals for improving the quality of life in our community as well as fulfilling your own estate planning and financial objectives.
Not quite sure when to reach out? If any of these situations applies to you, drop us an email or give us a call!
You promised yourself in 2024 that you’ll never again get caught in a year-end crunch.
The last few months of the year are always hectic with holiday activities. When you layer on the added stress of tax planning and completing the charitable giving plans you set back in January, you might tip the scales from hectic to chaos! We can help organize your year-end charitable giving early so that it achieves both your financial and your philanthropic goals.
You’re concerned about recent drops in funding to local charities, but you’re not quite sure about what you can do to help.
The Winona Community Foundation is our county’s home for charitable giving. That means we’ve got a finger on the pulse of our community’s needs and the nonprofits that are addressing them. Our staff can provide information about program cuts that have left people in our community vulnerable and share ideas and recommendations for how you can help fill the gaps.
Your tax advisor has suggested that 2025 is an important year to increase your charitable donations, but you don’t want your gifts to favorite charities to suddenly spike and then drop again.
For the small percentage of people who itemize deductions on their individual income tax returns, 2025 may indeed present opportunities. We’re happy to work with you and your tax advisors to structure gifts to a donor-advised or other type of fund to ensure that you’re leveraging tax advantages while also maintaining consistent support year after year for the causes you care about.
You’re updating your estate plan and want to leave money to charity, but you’re not exactly sure what charity.
Please reach out anytime you are updating your estate plan or related financial documents, such as beneficiary designations on IRAs, life insurance policies, or retirement accounts. We can work with your advisors to deploy flexible tools to round out your estate plan and make sure you’re exploring the tax benefits of using various types of assets to fund your charitable intentions.
Whatever your charitable giving situation, we are here for you! Whether you’ve already started a fund at the Winona Community Foundation or you’re considering getting involved, we look forward to our conversation!
