WELS Foundation planned gift videos

These videos about the four most common 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?

  • Connect with your local WELS Christian giving counselor at 800-827-5482 or mcg@wels.net
  • Contact WELS Foundation at 414-256-3255 or foundationmarketing@wels.net

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 foundationmarketing@wels.net.

WELS Foundation Newsletter

WELS Foundation is pleased to provide a newsletter to our Foundation partners to help them nurture and assist their donors. Below are issues of the newsletter and the supporting documents for each issue.

If you have questions or would like to be added to our mailing list to receive the newsletter, please contact WELS Foundation at 414-256-3255 or foundationmarketing@wels.net.

WELS Association of Lutheran High Schools conference presentation

On March 3, 2022, WELS Foundation sponsored the Mission Advancement sectionals at the WELS Association of Lutheran High Schools conference. We were thrilled to welcome consultant and charitable gift planner Pamela Davidson, president of Davidson Gift Design, as our keynote speaker.

Morning session:

  • Prof. David Scharf led participants through a thought-provoking and edifying Bible study about Christian stewardship
  • Pamela Davidson presented Cues & Clues: What Prospects Are Telling You and What You Need to Say, Then and There

Afternoon session:

  • Pamela Davidson presented Simpler Planned Gifts and Donor Benefits
  • WELS Christian giving counselors Rick Kneser and Tom Mielke provided an overview of and answered questions about different types of planned gifts

Watch presentations:
Watch morning session: vimeo.com/678285753

Watch afternoon session: vimeo.com/678286973

Access presentation handouts:
Click the “download” buttons below to access the handouts for both the morning and afternoon sessions.

Questions?
Contact WELS Foundation at 414-256-3255 or foundationmarketing@wels.net.

PG Calc Webinars

PC Calc Webinars are password protected. For additional information, please complete the Contact Us form or contact Monica Peavy at monica.peavy@wels.net.

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.

Estate planning guide

We have created this planning guide especially for you as you carry out the privilege of managing all that our Lord has given you. You have devoted your time, talents, and treasures to Christ, your family, and others through your congregation, synod, and WELS-affiliated ministries.

We pray that this booklet will give you a practical, understandable, and workable process that results in a plan with which you are comfortable—one that

  • demonstrates God-pleasing Christian stewardship,
  • provides for your loved ones and the ministries you love after you go to heaven, and
  • is completed in a timely and cost-effective manner.

Using this Booklet
This booklet will take you through the steps of preparing an estate plan, including filling out forms that will be useful to your planners and family.

  • Familiarize yourself with the ideas described on pages 4-16.
  • Complete as much of the “Information for Your Planners” (pp. 17-35) as you can (you can also do this digitally at wels.net/foundation).
  • Contact your local deferred WELS Christian giving counselor, and he will help you complete the process.

Please note:

  • You need Adobe Reader in order to complete the form fields on a computer. If you do not have this software on your computer, you can download it for free here.
  • This workbook is meant only for saving and printing your information. Do not e-mail the document with completed form fields as your data could be intercepted.

Annual Report

WELS Foundation is the foundation of choice for WELS members and ministries. It is the only foundation whose sole purpose is to facilitate donors’ desires to support WELS ministries.

After the Israelites crossed the River Jordan to enter the Promised Land, they set up a stone memorial so that future generations would know the goodness of God (Joshua 4:4-9). In the same way, WELS Foundation exists to help members whose gifts leave a monument of their faith that will be a blessing for many years to come. By establishing a planned gift, you are creating a lasting legacy by providing financial resources dedicated to the support of teaching and preaching God’s Word to future generations. As you contemplate the transition from the wilderness of life on earth to the Promised Land of heaven, what will be your memorial stone?