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.
Tax law twists and turns: Five developments impacting charitable giving
2023 was a busy year! We understand that charitable giving topics may not always [...]
Unrestricted giving, the trust factor, and why it matters to your clients
The gifts Americans give to charity every year provide critical support for more than [...]
Big gifts, bullish portfolios, and kids who move away
If you’re not talking about charitable giving with your high net-worth clients, 2024 is [...]
Life insurance: A key charitable planning tool for certain clients
As an advisor, you likely talk with your clients about life insurance–how much is enough and [...]
Tips for clients’ year-end giving
Year-end giving makes up a significant portion of total revenue for most charitable organizations. [...]
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 [...]
