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

FileAction
Letter of instructionDownload
Gift of securities procedures_Charles SchwabDownload
Qualified charitable distribution proceduresDownload
Charitable gift annuity flyerDownload
Charitable remainder trust flyerDownload
Legacy charitable remainder trust flyerDownload
Donor-advised fund flyerDownload
Endowment flyerDownload
Qualified charitable distribution flyerDownload
  • 1.54 MB File Size
  • 9 File Count
  • October 11, 2024 Last Updated