In addition to cash gifts-- as easy as writing a check-- individuals often give personal property of long-term capital gain value, such as art, rare books, jewelry, antiques, stamp or coin collections, etc.  Others have given securities (stocks, bonds, mutual funds) or real estate. These  gifts require planning.

A large number of Winona alumni and friends have made a provision for The WSU Foundation in a will or trust fund, or have named the WSU foundation as a beneficiary in a life insurance program. By making such a provision, these individuals immediately become members of the 1858 Founders Society, a special group dedicated to helping make Winona State University a better place for future generations.

Wayne Wicka, '93, WSU's Director of Planned Giving and Major Gifts, notes that individuals can easily add a clause to their will to make a provision for Winona State University.

By inserting one of the clauses (called a bequest) below in your will,  Wicka said, you can be assured that your planned gift will be directed to the WSU Foundation. To expedite your good intentions, here are recommended clauses for making a bequest to Winona State:

The Winona State University Foundation, Incorporated is to receive ______% of my net residuary estate after the payment of all my debts and taxes.

The Winona State University Foundation, Incorporated is to receive the sum of $______.

Wicka notes that benefactors can also specify a particular program within the university to which they can designate a planned gift.

Questions about planned gifts to Winona State University can be directed to Wicka via email: Wwicka@winona.edu; or telephone: 507-457-2772.

Last Modified: Tuesday, November 30, 2004 13:58 by Rhone Richard