Trust Funds

Staff Directory

General Trust Fund Fax Number: 608-262-5193 

Address: Suite 305, 780 Regent Street, Madison, WI 53715

Doug Hoerr, Director

  • New account origination/acceptance
  • Primary contact for donors, estates, attorneys, etc.
  • Investment options and related questions
  • Donor Terms and Conditions revision options

(608) 262-9779

dhoerr@uwsa.edu

Tom Reinders, Senior Investment Analyst

  • Investment options and related questions
  • Quarterly earnings distributions
  • General Trust Funds questions

(608) 265-4174

treinders@uwsa.edu

Lori Keil, Senior Accountant

  • Quarterly earnings distributions
  • Spendable balance and related inquiries
  • Gift receipt questions and forms
  • Donor Terms and Conditions questions
  • General Trust Funds questions

(608) 265-9664

lkeil@uwsa.edu

Carol Yanna, Financial Specialist

  • Donor files and requests for documentation
  • Sub-account setups and related budget transfers
  • Donor Terms and Conditions questions
  • General Trust Funds questions
  • Spendable balance and related inquiries

(608) 265-0857

cyanna@uwsa.edu