You love the Winona area.
We love connecting you with causes you care about most.

Gifts through your will or estate can make a lasting impact for generations to come.

Community foundations provide a simple, powerful, and highly personal approach to giving. We offer a variety of giving tools to help people achieve their charitable goals. You can make a gift of cash, stocks, bonds, real estate, or other assets to your community foundation. Most charitable gifts qualify for maximum tax advantage under federal law. We make it easy as experts on philanthropy and wise giving vehicles.

More Information on Planned Giving

Click on content below to learn more. Please note: The Winona Community Foundation does not provide legal, accounting, or tax advice. Each situation is unique and donors are asked to check with their own advisors regarding their personal situation.

You love greater Winona. Why not leave a gift to the community you love, forever?

By joining the Legacy Circle of Greater Winona, you will be honored and recognized as someone who has committed a planned gift to the Winona Community Foundation for further benefit to the greater Winona area. When you make this gift, we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

[link to list of members?]

For more information about the Legacy Circle of Greater Winona, contact the Winona Community Foundation staff.

A “planned gift” is a gift that will be distributed at some point in the future. The easiest way to make a planned gift is by making a charitable organization as a beneficiary in your Last Will and Testament or in your Trust. The charitable organization can also be named as a beneficiary of a life insurance policy, annuity contract or retirement account.

Everyone should have an estate plan to ensure that their hard-earned assets reach loved ones and organizations held dear. Proper estate planning could reduce or eliminate estate taxes [link to tax benefits page] through planned giving.

  1. You include the community foundation in your will as a bequest; we can help you or your attorney with recommended language.
  2. You determine the type of fund you would like to establish with your gift.
  3. Upon your death, we set up a special fund in your name, in the name of your family, or in honor of any person or organization you choose.
  4. Your charitable gift is excluded from your assets for estate tax purposes.
  5. Our professional program staff considers your charitable wishes and determines the areas of community need that would be most impacted by grants from your gift.
  6. Our board issues grants in the name of the fund you establish (if you prefer, grants can be made anonymously).
  7. We handle all the administrative details.
  8. Your gift can be placed into an endowment that is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift—and all future earnings from your gift—is a permanent source of community capital, helping to do good work forever.
  1. We are a local organization with deep roots in the community.
  2. Our professional program staff has broad expertise regarding community issues and needs.
  3. We provide highly personalized service tailored to each individual’s charitable and financial interests.
  4. Our funds help people invest in the causes they care about most.
  5. We accept a wide variety of assets, and can facilitate even the most complex forms of giving.
  6. We partner with professional advisors to create highly effective approaches to charitable giving.
  7. We offer maximum tax advantage for most gifts under federal law.
  8. We multiply the impact of gift dollars by pooling them with other gifts and grants.
  9. We build endowment funds that benefit the community forever and help create personal legacies.
  10. We are a community leader, convening agencies and coordinating resources to create positive change.
STORIES OF PLANNED GIVING
SIMPLE LANGUAGE FOR YOUR WILL
CONTACT US
TAX BENEFITS
Members as of 12.31.2019
  • Erika & Robert Gilbertson
  • Nancy & Mark Kristensen
  • Dr. Thomas E. & Leone J. Mauszycki
  • Judy & Charles Shepard, M.D.
Realized Gifts as of 12.31.2019
  • Jennie & Lydon Pierce
  • Donna Helble
  • Ramona Jezewski