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.
Refresher course: Charitable gift annuities
Several advisors have shared with us recently that they’re fielding more questions about charitable [...]
Trust matters: Your clients’ go-to resource for community impact
As attorneys, CPAs, and financial advisors, you know very well that trust is at [...]
Weighing the options: Private foundation or donor-advised fund?
When you're working on the charitable components of a client’s estate or financial plan, [...]
Giving later and now: Make an impact even before your legacy gift
Photo courtesy of Visit Winona According to the 2023 Giving USA Report [...]
Just the facts: Five tax reminders for charitable giving
Tax time is a great reason to review the basics! At the Winona Community [...]
Wise giving: Advising clients on supporting fire relief efforts
Wise giving: Advising clients on supporting fire relief efforts In the wake of the [...]
For clients who love local causes, the community foundation is the place
Most of your philanthropic clients likely support a wide variety of charities year after [...]
“If this, then that”: Scenarios to consider as tax time approaches
As attorneys, CPAs, and financial advisors, you are well aware that you have clients’ [...]