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.
Our reading selections
Giving is down, but the total amount-–nearly $500 billion—is still impressive. Just reported in [...]
How “catch-up” contributions can boost clients’ giving
At the Winona Community Foundation, we regularly work with legal, financial, and tax advisors [...]
Advising clients about AI’s impact on charitable giving
News about the capabilities of artificial intelligence has skyrocketed over the last few months. [...]
Here’s what we’re reading
As you talk with your clients about charitable giving, are you leading with tax [...]
Tax scrutiny: Should clients worry about the IRS’s bigger budget?
A major portion of the $80 billion scheduled to be invested in Internal Revenue [...]
Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries [...]
Ask the Expert
There are many wonderful causes to support; however, just because something is "for charity" [...]
Tax tips to keep you on your toes
Charitable deductions and the vehicles that generate them continue to land on the IRS’s [...]