TFE can arrange a visit to your parish for a variety of purposes. We can meet with your vestry, endowment board, or your finance committee. We also conduct forums for endowment building and planned giving.
Some areas for discussion include:
- How to start an endowment fund
- How to build up an existing endowment fund
- Forming a Legacy Society to promote planned giving
- Investment objectives and operation of the Combined Fund
If you would like to arrange a visit, contact our Executive Director, Jim Wenzler, at (414) 301–1410 or by email at director@tfewis.org.