Advisor Resources

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 [...]

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 [...]

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 [...]

No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still [...]

2023 was a busy year! We understand that charitable giving topics may not always be at the top of your reading list. That’s why [...]

The gifts Americans give to charity every year provide critical support for more than a million organizations that are helping sustain the quality of [...]

If you’re not talking about charitable giving with your high net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of [...]

As an advisor, you likely talk with your clients about life insurance–how much is enough and which policies are best suited for a client’s particular situation. [...]

Year-end giving makes up a significant portion of total revenue for most charitable organizations. Research even shows that a whopping 25% of online giving occurs in [...]

At the Winona Community Foundation, we regularly work with legal, financial, and tax advisors like you to help clients reach their charitable goals. As [...]