WELS Association of Lutheran High Schools conference presentation

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].


Downloadable resources

FileAction
Prange 1 Timothy 6 Stewardship Bible Study 02-2024Download
Richardson Your Charitable Toolbox PowerPoint 02-2024Download
Richardson Charitable Case Studies PowerPoint 02-2024Download
WELS Association of Lutheran High Schools conference flyer 2024Download
Dobberstein A Time for Everything video 03-2023Download
Dobberstein A Time for Everything PowerPoint 03-2023.pdfDownload
Dobberstein A Time for Everything handout 03-2023.pdfDownload
Kalscheur Overview of Planned Giving Opportunities video 03-2023.pdfDownload
Kalscheur Overview of Planned Giving Opportunities PowerPoint 03-2023.pdfDownload
WELS Association of Lutheran High Schools conference flyer 2024.pdfDownload
Scharf morning session handout - Stewardship Bible Study 03-03-2022Download
Davidson morning session slides - Cues and Clues 03-03-2022Download
Davidson afternoon session slides - Simpler Planned Gifts and Donor Benefits 03-03-2022Download
WELS Association of Lutheran High Schools conference presentation flyer 3-2022.pdfDownload
Birkholz Session 1 slides - Fundraising Metrics and Performance 03042021.pdfDownload
Birkholz Session 2 slides - Stay with Me 03042021.pdfDownload
Birkholz Session 3 slides - Leading Managers 03042021.pdfDownload
Birkholz Session 4 slides - High Net Worth Philanthropy 03042021.pdfDownload
Birkholz Session 5 slides - 2020 Year in Review 03042021.pdfDownload
WELS Association of Lutheran High Schools conference presentation flyer with links 3-2021.pdfDownload
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  • 20 File Count
  • March 7, 2024 Last Updated