Trustees of Funds and Endowments

Serving the ministries of the Episcopal Diocese of Milwaukee

Trustees of Funds and Endowments, Inc. PO Box 1359 | Lake Geneva, WI 53147-1359 | (262) 902-5901 | info@tfemil.org
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  • Services
    • The Combined Fund
    • Trustees’ Permanent Endowment Funds
    • Gifts of Stock
    • Endowment Building
      • Endowed Pledging
      • Legacy Gifts
      • Wills and Trusts
  • Funds
    • The Combined Fund
    • Long-Term Pool
    • Mid-Term Pool
    • Short-Term Pool
    • Money Market Fund
  • About Us
    • History and Vision
    • Executive Director
    • Trustees
    • Resources
  • Contact
    • Contact Us
    • Request a Visit

Resources

  • Home
  • Resources

Important Instructions and Forms

Special Brokerage Account Instructions

Combined Fund Application

Trustees’ Permanent Endowment Policy

Audit Information

The Combined Fund Audit Summary 2019

TFE Financial Statements Review 2019

Interesting Links

Website of the Episcopal Diocese of Milwaukee

Episcopal Church Foundation

Current markets

American Bar Association Wills and Estates Information

Compound Interest Calculator 


PO Box 1359 | Lake Geneva, WI 53147-1359 | (262) 902-5901 | info@tfemil.org

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