Request a visit

TFE will 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 and endowment fund
  • How to build an existing endowment fund
  • Forming a Legacy Society to promote planned giving
  • Discuss the investment objectives and operation of The Combined Fund

If you would like to arrange a visit, please contact our Executive Director, Jill Heller, at (262) 902-5901 or by email at