The Legacy Society
Becoming a Legacy Society member is easy.
All we ask for is a statement of intent to leave a gift to the Owatonna Foundation through a bequest, charitable trust, life insurance or a planned gift option. Donors become a member of the Legacy Society when they sign a form that states their intentions to make a gift from their estate. A “Living Legacy” is a gift of $10,000 or more that is given during the donor’s lifetime. Click here to submit your commitment.
Members are recognized in the community in Owatonna Foundation publications and local newpapers. You may always choose to remain anonymous in your philanthropy, however, participation in the Legacy Society can be an inspirational experience, and may encourage others to look toward the future and how they too may have an enduring impact on the causes they care about.
Your planned gift to the Owatonna Foundation will have meaning and impact for years to come. Involvement in the Legacy Society gives you the opportunity to enjoy the company of others who, like yourself, care about leaving a legacy to protect and strengthen our community.
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“We joined the Legacy Society because of the impact the Owatonna Foundation has on our community. Virtually 100% of the proceeds the Foundation receives goes to projects in Owatonna to support the community, arts, recreation and education. This is important because the projects that are funded are assets we all can use right in our home town. As Jodi and I developed our estate plan, the Owatonna Foundation was an organization we wanted to support, not only now with our annual contribution, but with a gift in the future by adding the Foundation as an IRA beneficiary.”
Brandon and Jodi Wayne
“For me, Owatonna has been a wonderful place to live and work. My late husband Harvey and I felt very fortunate to live in a community with so many amenities that enhanced our quality of life on a daily basis. Our predecessors had the unique vision to create the Owatonna Foundation to the benefit of all of us. My membership in the Legacy Society is my way of ensuring that the work of the Foundation will continue to enhance Owatonna’s community, arts, recreation and education for generations to come.”
Sharon West