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Planned Giving

Enduring Gifts Set a Good Example

One couple who stands out among our most generous members is Jerry and Linda Rutledge. Jerry is a native and lifelong resident of Waseca and retired CEO of Waseca Mutual Insurance Co. He is a current WCHS Board member, having served as President of the Board in 2008. He was part of the "crew" that renovated the Lewer house to transform it into the Bailey-Lewer Research Library. In 2007, he and his wife Linda, contributed and then challenged the community to participate in WCHS's first-ever capital campaign - to celebrate Waseca County's 150th Anniversary. And again, expressing their belief in the mission of WCHS, he and Linda provided for a $500,000 Charitable Remainder Fund to eventually benefit WCHS.

There are many members who support WCHS in different ways. We can connect you with the Waseca Area Foundation and the Minnesota Community Foundation to discuss your planned giving possibilities. There are a host of different Planning Strategies to help you achieve your tax, estate planning and charitable giving objectives - bequests, trusts, gifts of property, securities, etc. As in all situations involving financial and estate planning, you should consult with your own legal and financial advisors as well.

For more information or to arrange a consultation, contact:

Patrice Abbe
Community Funds Specialist
Minnesota Philanthropy Partners
111 2nd Avenue N.E., Suite 3
Waseca, MN 56093
Direct: 507-833-5805
Tollfree: 866-806-7132
Cell: 507-461-1074

OR:

Karen Buum
Executive Director
Waseca Area Foundation
111 2nd Avenue N.E., Suite 1
Waseca, MN 56093
507-835-5990
www.wasecaareafoundation.org