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Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee |

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. WELCOME TO OUR WEBSITE. Trustees of Funds and Endowments, Inc. (TFE) is a separate affiliated organization of the Episcopal Diocese of Milwaukee. It exists to promote the financial growth and stability of parishes and other organizations within the diocese. Its mission is as follows:. The four main functions performed by TFE are:. Management of The Combined Fund.

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Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee | | tfemil.org Reviews

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Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. WELCOME TO OUR WEBSITE. Trustees of Funds and Endowments, Inc. (TFE) is a separate affiliated organization of the Episcopal Diocese of Milwaukee. It exists to promote the financial growth and stability of parishes and other organizations within the diocese. Its mission is as follows:. The four main functions performed by TFE are:. Management of The Combined Fund.

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2 the combined fund

3 special brokerage account

4 endowment building

5 funds

6 long term fund

7 medium term fund

8 short term fund

9 money market fund

10 planned giving

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Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee | | tfemil.org Reviews

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Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. WELCOME TO OUR WEBSITE. Trustees of Funds and Endowments, Inc. (TFE) is a separate affiliated organization of the Episcopal Diocese of Milwaukee. It exists to promote the financial growth and stability of parishes and other organizations within the diocese. Its mission is as follows:. The four main functions performed by TFE are:. Management of The Combined Fund.

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Medium Term Fund | Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee

https://tfemil.org/medium-term-fund

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. The Combined Fund Mid-Term Capital Investment Pool. The Mid-Term Capital Investment Pool is intended for intermediate-term funds such as capital campaign funds with an investment horizon of about three to five years. The pool will emphasize capital preservation with acceptable growth of investment. Current Policy Investment Allocation.

2

Special Brokerage Account | Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee

https://tfemil.org/special-brokerage-account

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. Once the securities are transferred into the account, TFE sells the securities and transmits the net proceeds to the parish or organization designated by the donor. The donor receives an acknowledgement letter from TFE noting the market value of the donated securities for tax purposes. Special Brokerage Account Instructions.

3

Wills | Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee

https://tfemil.org/wills

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. The Importance of a Bequest Through a Will. You are now ready to prepare your will. Bequests in the will can take several forms. A specific monetary bequest. A percentage of the estate. A trust created in the will. A contingent beneficiary if there are no surviving beneficiaries. When you put your church in your will, you raise it to the level of family .

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Long Term Fund | Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee

https://tfemil.org/long-term-fund

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. The Combined Fund Long-Term Legacy Investment Pool. The Long-Term Legacy Investment Pool (the current Combined Fund) is intended for investment of long-term, permanent endowment funds. These are funds in which the principal is protected and grown over time and that provide annual income to the fund beneficiary. Annual Returns 2005 - 2015.

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Endowment Building | Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee

https://tfemil.org/endowment-building

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. TFE is a resource for innovative endowment building options including parish endowments, donor advised funds, and diocesan endowment funds. We exist to promote the creation of endowments and the growth of existing endowments. Click on the Planned Giving tab on the Menu Bar of the website for more information.

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Trustees of Funds and Endowments | Episcopal Diocese of Milwaukee |

Trustees of Funds and Endowments, Inc. PO Box 250934 Milwaukee, WI 53225-6517 (414) 232-7358 info@tfemil.org. Trustees Permanent Endowment Funds. WELCOME TO OUR WEBSITE. Trustees of Funds and Endowments, Inc. (TFE) is a separate affiliated organization of the Episcopal Diocese of Milwaukee. It exists to promote the financial growth and stability of parishes and other organizations within the diocese. Its mission is as follows:. The four main functions performed by TFE are:. Management of The Combined Fund.

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