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WELS Foundation featured in “Table Talk” vlog

Jim Holm, executive director of WELS Foundation, was the featured guest of Kettle Moraine Lutheran High School’s Estate Plan Counselor Paul Snamiska in the KML Foundation’s new vlog series “Table Talk.” In the interview, Holm answered the basic question, “What is WELS Foundation?” in addition to giving more details about how WELS Foundation helps donors […]

WELS Endowment Fund finishes in 90th percentile of Commonfund study

We have some very exciting news to share with you! Here’s the technical part of the news: In the recently released Council on Foundations—Commonfund Study of Investment of Endowments for Private and Community Foundations®, the WELS Endowment Fund’s 2019 net investment return of 22.39% placed in the 90th percentile of the 265 foundations who participated […]

A great time to consider a charitable gift annuity

If you’ve been looking for a tax-wise way to financially provide for you or a loved one—and ultimately give a thank offering to Jesus for WELS ministry—now is a great time to consider moving forward with a charitable gift annuity (CGA). CGA payment rates are going down as of July 1, so if you establish […]

The CARES Act and its impact on planned giving

We are certainly living in unprecedented times, aren’t we? COVID-19 has changed every aspect of our lives. We want to keep you updated on anything related to COVID-19 that will impact charitable giving, like the CARES Act. The U.S. Congress has passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, and the president has […]

The SECURE Act and Qualified Charitable Distributions (QCDs)

The “Setting Every Community Up for Retirement Enhancement” Act, aka the SECURE Act, was signed into law on December 20, 2019. The SECURE Act, which went into effect on January 1, 2020, changes many of the rules governing retirement plans, including several provisions relevant to making charitable IRA rollover gifts (also known as qualified charitable […]