This page provides helpful documents and resources for donors interested in establishing planned gifts.
These materials are designed to guide and support you as you consider how best to support gospel ministry through your generosity.
For assistance, contact WELS Foundation at 800-752-8940 or email [email protected].
Stay Informed: Upcoming 2026 Monthly Webinars
WELS Foundation is pleased to provide access to the recorded webinars. We invite you to explore our upcoming webinars and topics.
January 29: Endowment Building Q&A
February 26: Using Donor Surveys in Planned Gift Marketing
March 26: The Life of a Legacy Match: Turning Inspiration Into Action
April 30: Practical Uses of AI in Gift Planning
May 28: Less Cash, More Bling: Accepting Atypical Assets
June 25: Planned Giving Marketing Q&A
July 30: Bequests Gone Bad – Ten Ways to Lose Your Charitable Bequest
August 27: QCD’s Q&A
September 24: The Right Metrics for Gift Planning
October 22: The Lead Trust Paradox: Powerful for Donors, Rare in Practice – Here’s How to Change That
November 19: Real Estate, Why Wait?
December 17: Gift Annuity Regulations and Compliance Q&A
PG Calc webinars are password-protected. For additional information, please complete the Contact Us form or contact Kyle Bartsch at [email protected].
PG Calc also offers numerous informational articles on planned giving available on its blog.
Stay informed with Planned Giving Today, a valuable monthly resource offering tips, insights, and updates from planned giving experts.
Below you’ll find current and past issues of the newsletter.
🔒 Please note: 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 gladly provide the password and answer any questions you may have.
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:
Questions?
WELS Foundation is pleased to provide this endowment fund media kit to help you promote and grow your endowment fund. Below you’ll find a variety of resources designed to support your communication efforts, including:
If you have questions about the media kit or would like assistance in customizing any of the materials for your ministry, we are here to help. Please contact WELS Foundation at [email protected].