Helpful documents
This page contains documents that donors will find helpful when setting up planned gifts.
For assistance, contact WELS Foundation at 800-752-8940 or [email protected].
Archives
PG Calc Webinars
Stay Informed: Upcoming Monthly Webinars
WELS Foundation is pleased to provide access to the recorded webinars. We invite you to explore our upcoming webinars and topics.
2025 PG Calc webinars list
PC Calc webinars are password-protected. For additional information, please complete the Contact Us form or contact Kyle Bartsch at [email protected].
Planned Giving Today Newsletter
Below you will find current and past issues of the Planned Giving Today newsletter—a valuable monthly resource featuring tips, insights, and updates from planned giving experts.
Please note that all newsletters are password protected.
To request access or for more information, please complete our Contact Us form and select WELS Foundation from the category dropdown. We’ll be happy to provide the password and answer any questions you may have.
WELS Foundation planned gift videos
These videos about different planned gifts help guide God’s people to determine how to support the ministries they care about based on their life circumstances and giving goals.
Watch the videos:
- Charitable gift annuities: A gift that pays income for life
- Charitable remainder trusts: A tax-wise way of providing for children and church
- Donor-advised funds: One-stop giving
- Endowment funds: Ongoing, dependable support for ministry
- A look at legacy charitable remainder trusts
- A look at charitable gift annuities
- Access showcase of all videos
Questions?
- Connect with your local WELS Christian giving counselor at 800-827-5482 or [email protected]
- Contact WELS Foundation at 414-256-3255 or [email protected]
Endowment Fund Media Kit
WELS Foundation is pleased to provide an endowment fund media kit to assist you in promoting your endowment fund. Below you will find a variety of resources to help you promote your endowment:
- The media kit document, which is your guide to the resource pieces and contains a promotion checklist and timeline
- Customizable documents and graphics
- WELS Foundation logo files
If you have questions about the media kit or would like assistance in customizing any of the documents for your use, we are here to help! Please contact WELS Foundation at 414-256-3255 or [email protected].