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.
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 [...]
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 [...]
