Helpful WELS Foundation Documents

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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].


Downloadable resources

FileAction
Supporting Gospel Ministry with WELS FoundationDownload
Charitable Gift Annuity: FAQs & GuideDownload
Charitable Remainder Trust: OverviewDownload
Donor-Advised Fund: FAQs & GuideDownload
Endowment Funds: OverviewDownload
Gift of Securities: Procedures (Schwab)Download
Legacy Charitable Remainder Trust OverviewDownload
Letter of InstructionDownload
Making Giving Easy: GuideDownload
Qualified Charitable Distribution: 2026 OverviewDownload
Qualified Charitable Distribution: ProceduresDownload
Qualified Charitable Distribution: Gift Acknowledgement TemplateDownload
Download
  • 1.54 MB File Size
  • 12 File Count
  • March 27, 2026 Last Updated