Request a Visit

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, Jill Heller, using the form below or by phone or email:
(262) 902-5901 •