Advising the charitable millionaire next door
At the end of 2024’s first quarter, an estimated 485,000 Americans could count themselves among the so-called “401(k) millionaires,” meaning the balance in their employer-sponsored retirement [...]
Gifts of appreciated stock: Picking favorites
You’re well aware that donating highly-appreciated stock to a fund at the Winona Community Foundation offers significant advantages for your clients over making cash [...]
Local Giving – Local Granting: Turning $245,000 into $400,000 – and making lots of impact in between!
In 2012, the Winona Community Foundation was informed that they were named a beneficiary of the Wilmer L. Larson and Beverly A. Larson last [...]
4th Annual Charity Golf Outing Benefits Local Non-Profits
Pictured from left to right: Kevin O'Reilly and Nancy Brown. The Winona Community Foundation hosted its 4th Annual Charity Golf Outing [...]
$5,985 Grant to Provide Educational Workshops for Community Caregivers
Home & Community Options (HCO) received a $5,985 Cycle 1 community grant from the Winona Community Foundation in 2023. As a result of this [...]
Charitable planning for wealthy clients: In the spotlight
As you read up on techniques to structure philanthropy plans for your high-net worth clients, we recommend reviewing the potential impact of the estate [...]
Estate planning: Your kids…and your community
As you contemplate your legacy and adjust your estate plan over the years, it's natural to focus on your children and family as the [...]
In the business of giving
If you’re a business owner, odds are you already give back to your community. Like many charitably-minded people, your business likely sponsors events, makes [...]
Four FAQs to help you establish an endowment
If you ever served on a charity’s board (or several!), you are no doubt familiar with the concept of an endowment. Many charities seek [...]
Gifts of appreciated stock: Let the numbers do the talking
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still [...]
