Legacy Society

The Legacy Society honors individuals who provide support for the Winona Community Foundation through their wills, trusts, life income gifts, gifts of real estate, retirement plans, life insurance designations, and other planned gifts. By joining the ranks of the Legacy Society, you will be securing your place among those who have made a meaningful difference in the world.

When you establish your legacy gift or endowment, you join a select group of individuals who have expressed an enduring commitment to the Winona Community Foundation. As such, you are invited to society-exclusive gatherings and events throughout the year, as well as other events sponsored by the Winona Community Foundation. The Foundation publicly recognizes the Legacy Society members who have expressly given permission to list their names. (We also honor requests for anonymity). Above all, you will have the certainty of knowing that your gift will continue to enhance the Winona Community Foundation’s tradition of excellence while providing for the future.

If you think you qualify for membership, please call, email, or write us to inform us of your planned gift. We would like to thank you for your generosity, make sure the purpose of your gift is understood by the Foundation, and include you as a member of the Legacy Society. You may reach us at:

The Winona Community Foundation encourages you to help build upon our accomplishments through membership in the society. If you have included the Winona Community Foundation in your plans or created an endowment for its support, you qualify for a membership. Qualifying legacy gifts including naming the Winona Community Foundation as a beneficiary of your:

• Will or living trust
• Retirement plan
• Life insurance policy
• Payable on death account or
• Donor advised fund

Also qualifying individuals include other planned gifts such as:

• Charitable gift annuities
• Charitable remainder trusts
• Charitable lead trusts

If you think you qualify for membership, please call, email, or write us to inform us of your planned gift. We would like to thank you for your generosity, make sure the purpose of your gift is understood by the Foundation, and include you as a member of the Legacy Society.

We’re happy to sit down with you, and your financial advisors, to help you make the legacy gift right for you and your family. For more information about membership in the Legacy Society, or to learn about how you can establish your own legacy, please reach out to us at: