Tell Us About Your Gift

Our Planned Giving Staff

Tim Penny
President and CEO
[email protected]
507.214.7026

Brian Conzemius
Vice President/CFO
[email protected]
507.214.7043

Alissa Oeltjenbruns
Philanthropy Officer
[email protected]
507.214.7023

Southern Minnesota Initiative Foundation

525 Florence Ave
Owatonna, MN 55060
Telephone: 507-455-3215

Your gift to Southern Minnesota Initiative Foundation can make a meaningful impact on our mission. If you have included or are considering including a gift to Southern Minnesota Initiative Foundation as part of your estate plan or in the form of another gift, please let us know. We would like to recognize you for your support.

I have already included Southern Minnesota Initiative Foundation in my will or estate plan.
I intend to include Southern Minnesota Initiative Foundation in my will or estate plan.
I have already included Southern Minnesota Initiative Foundation as the beneficiary of a gift outside of my estate plan.
I intend to include Southern Minnesota Initiative Foundation as the beneficiary of a gift outside of my estate plan.

Please provide additional information about your gift or any comments you may have:

* Required fields

First Name *

Last Name *

Email *

Phone

Address

City

State

Zip

Thank You

Thank you for your interest in supporting Southern Minnesota Initiative Foundation.

One of our gift planning representatives will contact you to discuss your charitable plans.

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
more

Gift Planning

One Gift A Lifetime Investment

Tell Us About Your Gift

Thank You

IRA Charitable Rollover