You are at: Planned Giving

Planned Giving

Thank you for your interest in Diocese of Winona Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Diocese who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

• Wills & Bequests
• Gift Annuities
• Gift Options

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. You will be guided through a series of questions that will help you identify your family members, estate assets and financial goals.
PLAN NOW

About Bequests

Learn About Wills

Bequest Language

Gift Annuities

Are you looking for a secure source of fixed income for now or your future? Consider giving through a Gift Annuity.
More

Current Gift Annuity Story

Flexible & Deferred Gift Annuity

Gift Annuity Calculator

Donor Story

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
More

What To Give

How To Give

Planned Gifts Calculator

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by...
MORE

Washington News

Sen. Reid Supports Tax Extenders

Senate Majority Leader Harry Reid (D-NV) is negotiating with other Washington leaders to extend the payroll tax cut. Under the Temporary Payroll Tax Cut Continuation Act of...
MORE

Donor Story

Bequests

Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
MORE