Category: Forge Our Future
Endowment Fund News-January 2025
Here’s the latest on the FUSM Endowment Fund Trust 1-Endowment fund trust checking account: The endowment trust checking account is… More >
Endowment Update-Dec 2024
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Here’s what the Endowment Fund Task Force has done since the prior Chanticleer update in May. Objective of Endowment The… More >