{"id":1069,"date":"2011-08-01T20:14:47","date_gmt":"2011-08-01T20:14:47","guid":{"rendered":"https:\/\/blogs.winona.edu\/alumni\/?p=1069"},"modified":"2016-09-13T17:46:05","modified_gmt":"2016-09-13T17:46:05","slug":"through-a-planned-gift-you-can-make-a-difference","status":"publish","type":"post","link":"https:\/\/blogs.winona.edu\/alumni\/2011\/08\/01\/through-a-planned-gift-you-can-make-a-difference\/","title":{"rendered":"Through a Planned Gift…You Can Make a Difference"},"content":{"rendered":"

\"Ken<\/a>
\nAugust 1, 2011<\/p>\n

Over the years, alumni Ken \u201970<\/strong> and Sally \u201972 Mogren<\/strong> have seen their lives change. In similar fashion, their support for Winona State University has evolved along with their family and financial circumstances.<\/p>\n

While their children and careers were young, Ken and Sally were limited on how charitable they could afford to be. Still, there were organizations they wanted to support, and deferred gifts made through their will were a good way to accomplish their philanthropic goals. They dedicated a portion of their estate to the WSU Foundation as an unrestricted bequest.<\/p>\n

\u201cIn the beginning, we didn\u2019t have a particular passion we wanted to support,\u201d said Ken, president at Winona Agency, Inc. \u201cOur gift to Winona State was unrestricted, meaning the university could use it at their discretion, where it saw fit.\u201d<\/p>\n

As their family, careers, and interests have flourished, the Mogrens have revised their estate plans. They\u2019ve been able to increase their support, and they decided to establish the Ken and Sally Mogren Scholarship Fund at Winona State.<\/p>\n

The Mogren Scholarship supports student-athletes in two sports with limited scholarship funding, cross country and golf. Ken played on the golf team at WSU and is an avid runner. \u201cWe\u2019ve met several of the men and women who have benefited from our scholarship and they\u2019ve been terrific,\u201d said Sally, a former educator. \u201cOur estate gift will increase our scholarship endowment and provide more help to great kids like these.\u201d<\/p>\n

Planned gifts, such as that made by the Mogrens, provide flexible and creative strategies for estate and philanthropic planning. Several types, such as charitable gift annuities, provide you with income and then help the university. Many can help reduce your tax commitments. Benefactors can make an immediate gift, for example, by taking advantage of the charitable IRA rollover.<\/p>\n

The greatest benefit, as the Mogrens have found, is the knowledge that they are supporting teaching, learning, and discovery at Winona State that is important now and for future generations.<\/p>\n

\u201cWinona State has been of special importance in our lives,\u201d said Ken. \u201cThe education we received helped us in our careers and as Winona residents, we\u2019ve also benefited from the university\u2019s positive cultural and economic impact on the region. Planned giving is an excellent way to give back.\u201d<\/p>\n

The University Advancement staff can work with anyone who would like more details on making their planned gift. Call us at 507.457.5020.<\/em><\/p>\n

Visit our planned giving website at http:\/\/www.winona.edu\/plannedgiving<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

August 1, 2011 Over the years, alumni Ken \u201970 and Sally \u201972 Mogren have seen their lives change. In similar fashion, their support for Winona State University has evolved along with their family and financial circumstances. While their children and careers were young, Ken and Sally were limited on how charitable they could afford to […]<\/p>\n","protected":false},"author":52,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":"","jetpack_post_was_ever_published":false},"categories":[44,2],"tags":[130,644,242,643,268,7,8],"class_list":["post-1069","post","type-post","status-publish","format-standard","hentry","category-philanthropy-news","category-wsu-magazine","tag-alumni","tag-donation","tag-foundation","tag-ken-and-sally-mogren","tag-scholarships","tag-winona-state-university","tag-wsu"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7PQMT-hf","_links":{"self":[{"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/posts\/1069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/users\/52"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/comments?post=1069"}],"version-history":[{"count":1,"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/posts\/1069\/revisions"}],"predecessor-version":[{"id":1071,"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/posts\/1069\/revisions\/1071"}],"wp:attachment":[{"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/media?parent=1069"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/categories?post=1069"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.winona.edu\/alumni\/wp-json\/wp\/v2\/tags?post=1069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}