We can help enhance your services with your clients. The Winona Community Foundation strives to partner with you to help your clients meet financial and charitable goals by serving as a resource. We opportunities and tips to learn about philanthropy. Our education is designed with you and your clients in mind. Here’s where you can find a number of resources and tools tailored for your needs. Check them out!
If you’re looking for additional information or advice, reach out to us directly and we’d be happy to help.
QCDs: Five questions your clients may be asking
As you work with your charitably-inclined clients, pay particular attention to individuals you know [...]
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations [...]
Serving charitable clients: Dual strategies emerge
As tax laws and market dynamics continue to shift, it is important for attorneys, [...]
Case study: A QCD conversion in action
If you know the basics of Qualified Charitable Distributions (QCDs) but have a hard [...]
Why donor-advised funds are still essential
For many CPAs, estate planning attorneys, and financial advisors, the end of 2025 [...]
What’s new in the numbers: A checklist for charitable tax rules in 2026
Well before 2025 made way for 2026, you were no doubt already tracking the [...]
Free Webinar: Amplify Your High Net Worth Practice with Philanthropic Planning
Amplify Your High Net Worth Practice with Philanthropic Planning Free webinar sponsored [...]
Floor to ceiling: Four factors that will influence corporate giving now and later
At the Winona Community Foundation, we work with business leaders and business owners to [...]
