Here’s the latest on the FUSM Endowment Fund Trust
1-Endowment fund trust checking account: The endowment trust checking account is now open and ready for contributions! For ways to contribute to the endowment, see below.
2-Endowment Investment Manager: The FUSM Endowment Funds will be managed by the UU Common Endowment Fund, which handles investments for other UUA congregations. Trustees are setting up the account, and we’re on track to be fully operational by January 1, 2025.
Thank You! Your incredible support has already raised $1.9 million toward our nearly $3 million goal. Every pledge count, and we’re so grateful for your generosity as we continue this journey together.
Ron Oshima, Endowment Trustee
How to Pay Your Endowment Fund Pledge
There are numerous ways you can contribute to the endowment. They are found on this web page https://uumilwaukee.org/ways-to-give/ with details to help you decide which method suits your contributions best. Please indicate that your contribution is for the endowment with each method.
Checks: Make checks payable to: FUSM Endowment Fund Trust.
Website Form, Text Giving, MyFirstChurch (member portal): Continue to choose “Forge Our Future Endowment” when using any of these digital giving methods. Routing your gift to the new checking account is accomplished on the backend.
Automatic Monthly Electronic Funds Transfer (EFT): If you already use this method, the authorization form we have on file still works. The changes will happen on the backend. If you would like to begin to use this method, the form HERE has a place to choose the endowment.
Donations of Appreciated Stock: When contacting RBC Wealth Management, per the info document LINK, please indicate to RBC that this is for the endowment fund.
Finally, please check your statement to be sure it agrees with your intentions and records. We send endowment pledge statements quarterly and operating pledge statements monthly.
With gratitude,
Jean Johnson, Director of Administration
Shari Wright, Office Manager