lindsay.jpg

Safeguarding our donors’ investments has always been a priority for the Greater Milwaukee Foundation since we received our very first fund in 1915. As good stewards, we build on what came before us, while we plan for what lies ahead.

Oversight

The Foundation relies on our volunteer Investment Committee of leading, local financial experts to oversee our investments and also draws strength and assistance from New York-based Colonial Consulting, a nationally renowned investment consulting firm specializing in large endowments.

Philosophy

We believe sound investing and strategic grantmaking go hand in hand and our investment philosophy reflects that. We provide donors with the capacity to increase the amount of money they have available for grantmaking while also ensuring their fund’s principal keeps pace with or exceeds the long-term rate of inflation. 

Learn More

larson-tim.jpgContact a member of our philanthropic services team to learn more about starting a fund

2016 Annual Report

AR_2016_Final_Web-1.jpg

 

 

For an overview of last year’s financial performance, read our 2016 annual report.