Category: Forge Our Future

Endowment Update-Dec 2024

Forge Our Future

Here’s the latest news about the FUSM Endowment Fund Trust. State Registration  The FUSM Endowment Fund Trust is now officially… More >

Endowment Fund Update

Forge Our Future

We’re excited to share that we’re making great progress on getting The FUSM Endowment Fund Trust up and running! Here’s… More >

FUSM Endowment Fund Trust Update

Forge Our Future

We wanted to share a quick update on The First Unitarian Society of Milwaukee Endowment Fund Trust (FUSM Endowment Fund… More >

Tax Exempt Status Granted by IRS for Endowment Fund 

Forge Our Future

Good news! In June, earlier than expected (we were aiming for September), the trustees of the First Unitarian Society of… More >

Meet Your Endowment Trustees

Forge Our Future

We are grateful for the expertise and service the three Board-appointed inaugural Trustees bring to the new Endowment.   Dave… More >

Endowment Fund Q&A Sessions in May

Forge Our Future

Do you have questions about the new Endowment being set up following the successful Forge Our Future campaign? Four Q&A… More >

Update on the Endowment Fund, April 2024

Forge Our Future

First Church is grateful for the expertise and service the three Board-appointed inaugural trustees are bringing to the new endowment…. More >

Trustees Approved for the Endowment Fund

Forge Our Future

We’re excited to announce that three members of the congregation have been appointed by the Board of Trustees (BOT) to… More >

Endowment Fund Task Force Update February

Forge Our Future

Amidst the holiday cheer and Winter Storm Gerri, the elves at the Endowment Fund Task Force (EFTF), the Board of… More >

Update from Endowment Fund Task Force

Forge Our Future

On October 24, a member of the EFTF presented the trust agreement and reviewed investment management firms with the Board… More >

Endowment Fund Task Force Update – Nov. 2023

Forge Our Future

The Endowment Fund Task Force (EFTF) is happy to report that it has made great progress and is ready to… More >

Endowment Fund Task Force Update

Forge Our Future

With summer vacations receding into distant memories and Reverend Jennifer’s welcome return, the Endowment Fund Task Force (EFTF) is ramping… More >

Endowment Fund Task Force (EFTF) Update

Forge Our Future

Looking ahead the next few weeks, our team will be engaging in a series of meetings with Reverend Jennifer and… More >

Endowment Task Force (EFTF) Update

Forge Our Future

Objective of Endowment The principle of the endowment fund will be protected. Any income of the endowment fund may be… More >

Endowment Fund Task Force Update-June 2023

Forge Our Future

Here’s what the Endowment Fund Task Force has done since the prior Chanticleer update in May. Objective of Endowment The… More >

Update from the Forge Our Future Endowment Fund Task Force

Forge Our Future

The Forge Our Future Endowment Fund Policy Task Force (EFTF) is hard at work on the task of recommending the… More >