You’re reviewing your information. Everything is in order. The estate planning documents are up to date, you’re ready to hear the latest investment results from your advisor, and you are prepared to make tax planning recommendations. It sounds pretty typical up to this point, right?

As you continue to review your materials, you see the names of several charitable organizations that you have supported every year for at least a decade. Ah ha! This is an opportunity to add even more value.

Here’s a simple playbook to guide you through a conversation at home or with your advisor when organizing your giving and establishing a charitable giving plan using a donor-advised fund at the Winona Community Foundation.

Your charitable intentions, coupled with the Winona Community Foundation’s ability to structure donor-advised funds and other charitable giving vehicles to meet your financial and community impact goals, create many opportunities for us to work together. The offer is always open for a confidential conversation over breakfast, lunch, or even as a midday break to exchange ideas. We’d love to help you make a difference in our community and accomplish your philanthropic goals.

For a confidential conversation with Nancy Brown, President/CEO of the Winona Community Foundation, contact the Foundation office directly at (507) 454 – 6511 or


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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 Winona Community Foundation is committed to helping every individual give back in a way that is both meaningful to them and to the causes they care about.