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 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 [...]
Retirement plans to charity: Understanding the “trifecta” of tax benefits
Over the last few months, many advisors have noticed an uptick in client inquiries [...]
Tax tips to keep you on your toes
Charitable deductions and the vehicles that generate them continue to land on the IRS’s [...]
Proposed legislation: Is better deductibility back on the table?
Charitable deduction legislation ebbs and flows. Proposed reform efforts come and go, resulting in [...]
Turmoil in banking and technology: Optimism for charitable giving?
And, the wild ride continues! It’s been three years since the Covid-19 pandemic swept [...]
Giving a business to charity: Stack the odds in your client’s favor
Despite recent reports of a 55% decline in charitable giving by the top 50 [...]
Hidden no more: Designated funds and field-of-interest funds
Most attorneys, accountants, and financial advisors are well-aware of donor-advised funds and the reasons [...]
