Professional Advisers

The Greater Milwaukee Foundation appreciates all forms of philanthropy, from the giving of time and treasure to the sharing of talent and ties. All types of gifts are important tools to help achieve a Milwaukee for all.  

As your clients and networks consider the many ways they can participate in philanthropy, the Foundation is here to help. Establishing a named charitable fund through the Foundation is simple and accessible – fund minimums start at $25,000. Along with great flexibility and individualized donor services, donors receive the maximum charitable tax treatment; the Foundation is a 501(c)(3) public charity.  

The Foundation also offers opportunities for professional advisers and community ambassadors to network with peers, deepen their understanding of racial equity and inclusion, receive legal and financial planning education and discover lifetime and legacy giving opportunities for their clients and community.  

 

When referencing the Greater Milwaukee Foundation, please use the following:

Name: Greater Milwaukee Foundation Inc. 
Address: 2153 N. Dr. Martin Luther King Jr. Drive, Suite 4000, Milwaukee, WI 53212
EIN:  39-6036407 

 

Quick links

Benefits to Clients

Reasons for your clients to choose the Foundation for philanthropic impact and tax benefits.

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Herbert J. Mueller Society

The Foundation recognizes professional advisers’ hard work and generous spirit.

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Community Adviser & Ambassador Network

Local leaders deepen Foundation’s understanding of community needs.

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Resource Library

Helpful information and links regarding policy and tax strategies for professional advisers.

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Tax Efficient Giving Strategies

Resources to optimize charitable giving and save on taxes.

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