Below are a number of informational pieces you can use with your clients to introduce them to the Greater Milwaukee Foundation and guide them through the charitable giving process.

Charitable Funds Section   |  Professional Adviser Section  |  Ways to Give Section

Charitable Funds

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Acorn Fund

The Charitable fund that grows

Agency Endowments

Stability for a secure future

Charitable Funds

Choose the one that is right for you

Designated Fund

Helping sustain and grow nonprofits

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Donor Advised Fund

Creating a family tradition around the joy of giving

Donor Advised Fund-Corporate Executive

Giving back and staying involved

Donor Advised Fund-Corporation

Helping companies do good things for people

Donor Advised Fund

Frequently Asked Questions

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Field of Interest Fund

Connecting personal values to high impact opportunities

 

Four Simple Steps to Start a Fund

 

Scholarship Fund

Investing in tomorrow's leaders

Supporting Foundations

An alternative to a private foundation

 

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Unrestricted Fund

Meeting ever-changing community needs

     

Professional Advisers

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Advice on Charitable Giving

Working together for clients and community

Herbert J. Mueller Society

Recognizing professional advisers who make a difference

Listening for Charitable Opportunities

Helping your clients achieve their charitable goals

Professional Adviser Resources

Your partner in planned giving

Ways to Give

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Bequest by Will

Creating a personal legacy of giving

Charitable Beneficiary Designation

Choosing community over taxes

Charitable Gift Annuity

Generating income today and a gift

Charitable Lead Trust

Giving back to community and your loved ones

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Charitable Remainder Trust

Planning for the future - for you and your community

Gift of Appreciated Stock

Turning stock market gains into community investment

Gift of Life Insurance

Designating the community as your beneficiary

Gift of Real Estate

Unleashing the potential of property

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Legacy Society

The gift that lives forever

 

Ways to Give

We invite you to make a lasting investment in our community

 

 

 

Learn more

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

2015 Annual Report

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For an overview of last year’s financial performance, read our 2015 annual report.