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: $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 [...]
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 [...]
Gifts of appreciated stock: Let the numbers do the talking
No matter how frequently you remind clients to pause before they automatically reach for [...]
