Planned Giving

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Did you know there are creative ways to support the Winona Community Foundation? Ways in which the Foundation, you, and your loved ones all benefit at the same time?

Such giving techniques are called "planned gifts", because with thoughtful planning, you create win-win solutions for you and the Foundation.


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Name the Foundation in Your Will or Trust

Make us part of your family. A gift through your will or trust is the easiest gift you can make today.

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Stocks and Investment Accounts: You've Planned for the Future

You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.

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Retirement Accounts: A Wise Charitable Gift

You can make a significant gift to the Foundation with retirement plan assets such as IRAs, 401(K)s and 403(B)s without adverse effects to your lifetime finances.

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