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.
Ask the Expert
Giving circles have been around for many years but really started getting traction in [...]
Planning for a sunset: Lock in a higher exemption, unlock a legacy
Without legislation to prevent it, the sunsetting of current estate tax laws at the [...]
Advising the charitable millionaire next door
At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the [...]
Gifts of appreciated stock: Picking favorites
You’re well aware that donating highly-appreciated stock to a fund at the Winona Community [...]
Charitable planning for wealthy clients: In the spotlight
As you read up on techniques to structure philanthropy plans for your high-net worth [...]
“Shell funds” and other handy tools for charitable clients who are planning ahead
Getting a jump on a future “to do” list is always such a good [...]
Gifts of appreciated stock: Let the numbers do the talking
No matter how frequently you remind clients to pause before they automatically reach for [...]
Tax law twists and turns: Five developments impacting charitable giving
2023 was a busy year! We understand that charitable giving topics may not always [...]