Lake Geneva, Wisconsin, United States
Nonprofit executive with experience in entity and board management, nonprofit finance, endowment fund administration and investment, and donor and fund development. Experience as an interim executive director of organizations undergoing transition. Deep knowledge of complex estate and tax-advantaged charitable gifting techniques.
Consulting to nonprofit organizations in the areas of entity and board management, nonprofit finance, endowment fund administration and investment, and donor and fund development. Specialize in interim work for organizations undergoing transition. Deep knowledge of complex estate and tax-advantaged charitable gifting techniques.
TFE promotes financial growth and stability of parishes and other organizations within the Episcopal Diocese of Milwaukee through the management of a combined investment fund, trusteeship of permanent endowment funds, and endowment and planned giving consultation and education.
A family-owned residential land development and construction company, Preferred Homes was Rock County, Wisconsin's largest home builder, with builds of up to 100 homes annually.