WELS Association of Lutheran High Schools conference presentation

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On Feb. 29, 2024, WELS Foundation sponsored the Mission Advancement sectionals at the WELS Association of Lutheran High Schools conference at the Sheraton, Brookfield, Wis. We welcomed Jordan Richardson, AIF®, CAP®, Strategic Growth Advisor for Ren, as our keynote speaker.

Please see the resources section below to access the handouts and PowerPoints from the presentations.

  • Bible study on Christian stewardship: Rev. Paul Prange, WELS administrator for ministerial education, led us in a discussion of biblical stewardship based on 1 Timothy 6:17-19.
  • Session 1: Your Charitable Toolbox: Jordan Richardson from Ren compared and contrasted donor-advised funds (DAFs), charitable remainder trusts (CRTs), and charitable gift annuities (CGAs) and provided practical conversation starters and usages for each charitable tool. Knowing how to use your charitable toolbox can bring immediate value to your next donor conversation.
  • Session 2: Case Studies with DAFs, CRTs, and CGAs: Jordan Richardson helped us consider a few donor scenarios and find solutions with DAFs, CRTs, and CGAs that deliver a positive result for the charity while also moving the donor toward accomplishing their financial, tax, and estate planning goals.

Questions?
Contact WELS Foundation at 414-256-3255 or [email protected].

Estate planning guide

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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

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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?