Category: Forge Our Future
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 >
Update from the Forge Our Future Endowment Fund Task Force
The Forge Our Future Endowment Fund Policy Task Force (EFTF) is hard at work on the task of recommending the… More >
Exciting Forge Our Future Announcement
The First Church Board of Trustees has been thrilled to see the amazing work of the Forge Our Future campaign… More >
Endowment Fund Task Force Update
In January the Board formed a Forge Our Future Endowment Fund Policy Task Force with the charge to draft and… More >