We can help enhance your services with your clients.
The Winona Community Foundation wants to partner with you to help your clients meet financial and charitable goals by serving as a resource for professional advisors. Nancy Brown, CFRE, President/CEO is available to consult or work with you on estate and gift planning.
The Winona Community Foundation, in collaboration with the Minnesota Planned Giving Council, will be bringing “A Brisk Walk Through the Basics” to Winona this spring. This full-day seminar will provide an introduction and overview of planned gift vehicles.
Check back for details as they become available or sign up here to join our mailing list.