Impact investing guidelines and procedures

How to apply

Email an executive summary proposal for your capital request to Kermiath McClendon
- Summary includes:
  - Project/investment scope, budget, capital request, project or business history, proforma, or related financial schedules
  - Describe the desired outcomes of the investment. How will the Greater Milwaukee Foundation investment help move the project or organization forward?
A meeting will be scheduled to discuss your proposal.
- Meeting invitations will be sent by email.
- Meetings can be in person or virtual.
- Meeting invitations may take up to two weeks after the proposal is submitted.
Proposals that align with our impact investing initiatives will move forward in the application, evaluation, and decision processes.
A loan application will be sent via email after the proposal discussion.

Must be in business for two years.
Applicants must be a for profit organization (nonprofit rehab or new construction real estate projects will be considered).
Capital requests must align with the Foundation's racial equity and inclusion efforts.
Capital requests must align with the Foundation's investment priorities.
- Housing
- Early childhood education
- Minority-owned Business
The business or project must be in the greater Milwaukee area
Must have limited access to capital from banks or other traditional lenders.
General capital requests must be between $250k - $500k per loan application.

Helps address social needs, create jobs, build wealth, and/or expand community driven economic building opportunities.
Demonstrated need for the project or program in the community.
Capacity of the organization to undertake the project.
Level of coordination and cooperation with other organizations
Leveraged capital from other sources.
Racial/ethnic diversity of the organization
The positive impact in low-to moderate-income neighborhoods

* Be prepared to discuss in further detail