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].
Downloadable resources
| File | Action |
|---|---|
| Donor-Advised Fund Flyer with FAQs | Download |
| PG Calc webinars 2025 list | Download |
| Making Giving Easy flyer | Download |
| Letter of Instruction | Download |
| Gift of securities procedures_Charles Schwab | Download |
| Qualified charitable distribution procedures | Download |
| Charitable gift annuity flyer | Download |
| Charitable remainder trust flyer | Download |
| Legacy charitable remainder trust flyer | Download |
| Endowment flyer | Download |
| Qualified charitable distribution flyer | Download |
- 1.54 MB File Size
- 11 File Count
- May 27, 2025 Last Updated
