Trustees Permanent Endowment Funds

TFE can act at 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, Michael Hagon at 414-232-7358 or by email at MHagonTFE@wi.rr.com.

Additional Information

Trustees’ Permanent Endowment Policy