Charitable tax tips for the road ahead
No doubt you are reading plenty about potential tax planning strategies in this post-election environment. Now is a great time to lean on the [...]
If this, then that: Your charitable planning cheat sheet
We’ve recently been asked by attorneys, CPAs, and financial advisors for a “cheat sheet” to make it easy to determine which type of charitable [...]
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 the tax laws that could impact your high net-worth clients. Whether [...]
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 tax laws that could impact your high net-worth clients. Whether or [...]
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 familiarize yourself with several important year-end charitable giving techniques and [...]
Generational impact, with or without children
At the Winona Community Foundation, we’re honored to work with our donors and fund holders to achieve a wide range of charitable giving goals [...]
Fostering trust and making a difference
Many people are not aware of the extent to which America’s charitable organizations help improve quality of life in our communities. From social services [...]
A trio of donor tips to wrap up 2024
Year-end is closing in, and it’s easy to get overwhelmed by all the advice floating around about what to do before December 31. We’re [...]
What is a Community Foundation?
WHAT IS A COMMUNITY FOUNDATION? A community foundation can be defined simply as a grantmaking public charity dedicated to improving the [...]
Nancy Brown to Step Down as President and CEO of Winona Community Foundation; Mandi Olson Named Successor
After more than five years of leadership, Nancy Brown will step down as President and CEO of the Winona Community Foundation at the end [...]
