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 |
---|---|
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 |
Donor-advised fund flyer | Download |
Endowment flyer | Download |
Qualified charitable distribution flyer | Download |
- 1.54 MB File Size
- 9 File Count
- October 11, 2024 Last Updated