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
  • Investment options and questions
  • Terms and conditions questions

(608) 262-9779

dhoerr@uwsa.edu

Tom Reinders, Senior Investment Analyst

  • Investment options and questions
  • All other donor account-related inquiries: balances; transactions; terms and conditions
  • Quarterly distributions
  • Fund 133 transfers

(608) 265-4174

treinders@uwsa.edu

Lori Keil, Senior Accountant

  • Lori has been temporily re-assigned to serve as Project Manager for the development of and conversion to an SFS module to replace the current SunGard/PAL accounting system. ALL INQUIRIES AND SERVICE REQUESTS NORMALLY DIRECTED TO LORI AS TRUST FUNDS' ACCOUNTANT, SHOULD INSTEAD BE DIRECTED TO OTHER TRUST FUNDS' STAFF THROUGH THE END OF JULY, 2014.

(608) 265-9664

lkeil@uwsa.edu

Carol Yanna, University Services Program Associate

  • Donor files and paperwork
  • Sub-account setups
  • Budget transfers to sub-accounts
  • General Trust Funds questions

(608) 265-0857

cyanna@uwsa.edu