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
PC Calc webinars are password protected. For additional information, please complete the Contact Us form or contact Monica Peavy at [email protected].
Planned Giving Today
Below you will find issues of the Planned Giving Today newsletter, a helpful monthly resource that provides tips and information from planned giving experts. The newsletters are password protected. For additional information or to access the newsletters, please complete the Contact Us form.
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].