Trustees’ Permanent Endowment Funds

TFE can act as Trustee for the endowment funds of parishes, organizations, or individuals invested in the Fund. This is helpful for those investors who wish to have independent, third-party management of their endowments.

The donor(s) will enter into an endowment agreement with TFE that identifies the donor(s) and the beneficiary, the purpose of the endowment, and the frequency of distribution and/or reinvestment. All endowment funds trusteed by TFE are invested in the Combined Fund with all of its attendant investment and distribution policies.

If you wish to have more information about Permanent Endowment Funds, please contact our Executive Director, Jill Heller, at (262) 902-5901, or by email at director@tfemil.org.

Additional Information

Trustees’ Permanent Endowment Policy