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.
Disaster giving: Perspectives for your clients
Both the recent one-year anniversary of the start of the Ukraine conflict and the [...]
In case you missed it: Three tax tips worth smiling about
Energy incentive extends to nonprofit organizations Nonprofits and other exempt entities are often left [...]
Client conversations: Why your 2023 agenda must include charitable giving
No doubt, your news feed includes far more articles about philanthropy as a planning [...]
Celebrating the new Legacy IRA and a boost for QCDs
Congress passed the much-anticipated, $1.65 trillion-dollar omnibus spending bill known as the Consolidated Appropriations [...]
Playbook: How to Help Organize Your Giving Through a Donor-Advised Fund
You’re reviewing your information. Everything is in order. The estate planning documents are up [...]
