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The Greater Milwaukee Foundation is an invaluable partner in philanthropy for legal and financial advisers who work with charitably-inclined clients. Here are a few reasons why donors and advisers choose to work with the Foundation:

Ease of starting a fund

A Foundation fund can be started in four simple steps – choose a name, focus the fund’s impact, select an investment pool and decide on a timeline for giving. The Foundation handles the reporting and recordkeeping while your clients concentrate on the grantmaking.

Investment options and expertise

The Foundation is uniquely positioned to provide donors with different investment options that provide strong investment performance. Our volunteer Investment Committee, comprised of local financial experts, along with New York-based Colonial Consulting, which works with many other community foundations nationwide, oversees the Foundation’s investments.

Personalized service 

Our highly experienced staff is available to provide whatever guidance is needed to help your clients define and reach their charitable giving goals. We have a long, storied history of helping donors bring their missions to life, whether it is creating nature preserves, starting scholarships, expanding schools and mentoring programs, providing food and shelter for the hungry and homeless or creating nationally-renowned scientific research programs.

Economies of scale 

All Foundation funds are pooled for investment, providing a diversified portfolio with low management fees. With nearly 1,200 funds and more than $710 million in assets under management, the Foundation offers superior cost effectiveness, strong investment returns and the tax benefits of a large public charity. 

Access to additional resources 

One of the benefits your clients receive is complimentary access to the Family Philanthropy 
Online Knowledge Center, an award-winning resource center run by the National Center for 
Family Philanthropy.  This website provides information on trends and topics in family giving, 
both formally through a giving vehicle and on an informal basis.
 

Learn more

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To learn more about how we can be a resource to you and your clients, contact Mary Kay Mark.

Mike-Miller.jpgInvestment Philosophy

Discover how our investment philosophy helps donors reach their philanthropic goals.