Helpful WELS Foundation Documents

This page provides key 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 bless gospel ministry through your generosity.

For assistance, contact WELS Foundation at 800-752-8940 or email [email protected].

PG Calc Webinars

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.

 

Planned Giving Today Newsletter

Stay up to date with Planned Giving Today, a monthly newsletter created to support you in your planned giving conversations and ministry efforts. Each issue delivers practical tips, timely insights, and expert updates to help you serve donors effectively and strengthen gospel ministry.

Current and Past Issues
Access the latest and archived newsletters below.

🔒 Password-Protected
All newsletters are secure. To request access or ask questions about planned giving resources:
1. Complete our Contact Us form
2. Select WELS Foundation from the category dropdown.

Our team will gladly provide the password and support you in serving donors.

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:

Questions?

Endowment Fund Media Kit

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:

  • The media kit document, which serves as your guide to available resources and includes a promotion checklist and sample 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 materials for your ministry, we are here to help. Please contact WELS Foundation at [email protected].