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.
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’ [...]
If this, then that: Your charitable planning cheat sheet
We’ve recently been asked by attorneys, CPAs, and financial advisors for a “cheat sheet” [...]
QCDs: $105,000, $108,000, and more things to smile about
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to [...]
Estate tax planning: What’s your next move?
As attorneys, CPAs, and financial advisors, you’re very aware of potentially significant upcoming changes to the [...]
End-of-year giving tips for fund advisors
As you make your tax plans for the end-of-the-year, it is probably wise to [...]