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You can strengthen your client relationships through the wealth of services and materials our knowledgeable gift planning team offers you. It’s simple to establish charitable funds through the Greater Milwaukee Foundation — and very affordable. Your clients will also realize significant tax, estate and financial planning advantages.

We can answer all of your clients' questions including: 

  • Why should I create a charitable fund rather than making an outright gift to a charity? 
  • What are the tax advantages of creating a charitable fund at the Foundation? 
  • How can I leave something for my children and also give something to charity?

Learn more about how the Greater Milwaukee Foundation can be your charitable-giving resource and add value to your gift planning services. 

Learn more

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To learn more about how we can be a resource to you and your clients, contact Tim Larson.

flood3.jpgProfessional Adviser Highlight

Professional advisers help build up a community’s charitable pipeline. Read about Jerry Flood, one of our longstanding partners.