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  • Greater Milwaukee Foundation :: Give to the Oconomowoc Area Foundation
    Online Contact Us Please contact Jennifer Krueger with any questions or to make a gift through another payment method Home Donors Give Online Give to the Oconomowoc Area Foundation Thank you for supporting the Oconomowoc Area Foundation To make either a contribution or an honorarium memorial to OAF fill in the corresponding section below Make an honorarium memorial Purpose of donation Select As a tribute honor for As a memorial for In memory honor of Fund name Special instructions If you wish to remain anonymous please indicate that in the special instructions field below Make a contribution Special instructions If you wish to remain anonymous please indicate that in the special instructions field below Please note You will be redirected to a separate secure site operated by PayPal to complete the credit card transaction When you make a gift online a fee of 2 2 percent plus 30 cents per transaction will be deducted from your total gift The processing fees are charged by the credit card companies and PayPal not the Foundation For security purposes PayPal may contact you regarding your transaction Thank you for your generosity to our community Contact Us Please contact Jennifer Krueger with any questions

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/give-online/give-oconomowoc-area-foundation/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Give to the West Bend Community Foundation
    Give Online Contact Us Please contact Jennifer Krueger with any questions or to make a gift through another payment method Home Donors Give Online Give to the West Bend Community Foundation Thank you for supporting the West Bend Community Foundation To make either a contribution or an honorarium memorial to WBCF fill in the corresponding section below Make a contribution Special Instructions If you wish to remain anonymous please indicate that in the special instructions field below Make an honorarium memorial Purpose of donation Select As a tribute honor for As a memorial for In memory honor of Special instructions If you wish to remain anonymous please indicate that in the field below Please note You will be redirected to a separate secure site operated by PayPal to complete the credit card transaction When you make a gift online a fee of 2 2 percent plus 30 cents per transaction will be deducted from your total gift The processing fees are charged by the credit card companies and PayPal not the Foundation For security purposes PayPal may contact you regarding your transaction Thank you for your generosity to our community Contact Us Please contact Jennifer Krueger with any questions or

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/give-online/give-west-bend-community-foundation/ (2016-05-01)
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  • Greater Milwaukee Foundation :: POL New User Registration
    Values Strategic Plan History of Foundation Centennial Celebration Board of Directors Staff Financial Information Annual Report Awards Counties We Serve Careers Stay Connected National Standards Grants Overview Recent Grants Grants at Work Grant Seekers Access Philanthropy Online POL How to Apply for a Grant Grantmaking Priorities and Guidelines Grant Calendar POL Profile Setup POL New User Registration Letter of Inquiry Other Grant Opportunities Publicity Guidelines Frequently Used Forms Contact Us For questions or issues with the application process contact the Program and Grants Associate Home Grants Grant Seekers POL New User Registration First Name Last Name E mail Title Organization Organization Address Organization City State Zip EIN Does your organization have 501 c 3 status Yes No Attach an electronic copy of your most recent 990 form If you don t have a 990 please submit your most current income expense report Attach an electronic copy of your your federal tax determination letter Contact Us For questions or issues with the application process contact the Program and Grants Associate Greater Milwaukee Foundation 101 W Pleasant St Ste 210 Milwaukee WI 53212 tel 414 272 5805 fax 414 272 6235 Facebook Twitter Donors Become a Donor Current Donors Foundation Funds Investment

    Original URL path: http://www.greatermilwaukeefoundation.org/grants/grant-seekers/new-user-registration/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Options for Giving
    Funds Investment Information Donor Stories BranchingOut Give Online Learn More Contact a member of our philanthropic services team to learn more about starting a fund Build a Stronger Community Learn how through our impact areas Home Donors Become a Donor Options for Giving Creating a personal permanent and powerful legacy begins with a plan Do you want to give now or give later No matter what your giving timeline may be we ensure that your wish is fulfilled and your legacy will live on Give now Establish a fund and enjoy your philanthropy today with a gift of cash or appreciated assets such as securities and real estate Your gift is tax deductible as per IRS guidelines Create a stream of income for life through a charitable remainder trust or charitable gift annuity You earn an immediate tax deduction and may avoid or defer capital gains taxes on gifts of appreciated assets Upon the death of the last beneficiary the remainder of any of these gifts is used to create a fund or add to an existing fund Give later Establish your fund through your estate with a bequest life insurance or retirement plan assets Please see your planning professional or the Greater Milwaukee Foundation s director of gift planning to explore the most efficient assets to use for your charitable gifts Our gift acceptance policy also contains information that is helpful to review when exploring your options for giving with the Foundation Planning Perspectives an interactive web based gift planning tool created by the Planned Giving Design Center can help you explore the various charitable giving options available to you so you can feel prepared before meeting with your family your attorney or adviser Learn More Contact a member of our philanthropic services team to learn more about starting

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/become-a-donor/options-for-giving/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Types of Funds
    in your hometown or further the education of children halfway around the world the Greater Milwaukee Foundation can help you find the best option that matches your interest areas and achieves your charitable goals You may choose from one or more of the following fund options Unrestricted fund Unrestricted funds give the Foundation s Board full discretion as to where grants should be made in order to respond to the greatest needs within Milwaukee Ozaukee Waukesha and Washington counties Donor advised fund A donor advised fund can be a low cost alternative to creating a private foundation or a complement to an existing foundation With this fund you can recommend grants to programs and projects either locally nationally or around the world You can also involve your family in your giving by naming them as successor advisers to the fund or designate the Foundation Board to decide where grants should be made to respond to the area s greatest needs Designated fund A designated fund allows you to directly support a specific agency or agencies either for a limited amount of time or in perpetuity Field of interest fund With a field of interest fund you can support the causes you are most passionate about such as education or the homeless or focus on a specific geographic area Scholarship fund You can help provide educational opportunities for tomorrow s leaders by creating a scholarship fund Scholarships can provide one time or multi year support Supporting organization A supporting organization provides you with the same level of involvement as a donor advised fund but allows for greater visibility and individuality It is a separate entity with its own board of directors but is affiliated with the Foundation The Foundation provides administrative operational investment and grantmaking support Agency endowment fund Agency endowments

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/become-a-donor/types-of-funds/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Andy Wright and Charlie Wright Jr.
    to give back Andy said I really admire what you all do here To be a part of that is really special The River Hills natives attended the University School of Milwaukee Andy through middle school and Charlie through high school Charlie a 2008 Boston College graduate works at Rheocast Company a division of The Fall River Group that produces brass and aluminum die castings Andy graduated from Cornell University in 2011 and owns his own company Auburn Hill Capital The brothers have talked about philanthropy for years Charlie said and both are interested in the environment after having been exposed to the outdoors at a young age thanks to time spent at their grandmother s farm in Cedarburg Their donor advised fund the Wright Brothers Fund was started with an investment from their father and focuses on the environment and environmental education If my brother and I can help give other people an outdoor experience similar to ours hopefully we can get more people to protect the environment like what we are trying to do Andy said The access and the network you have here is phenomenal Charlie said I hate to say it this way but you guys do all the legwork It makes it so easy for us The brothers considered starting a private foundation but with research and guidance from their attorney they discovered there was a lot more work involved compared to starting a Foundation fund Though unfamiliar to the brothers the Foundation is no stranger to the family Their great uncle the late James O Wright served on the Foundation Board for 14 years and created his own fund The access and the network you have here is phenomenal Charlie said I hate to say it this way but you guys do all the

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/andy-wright-and-charlie-wright-jr/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Investment Performance
    annual report Home Donors Investment Information Investment Performance Balance That s the key to how the Greater Milwaukee Foundation protects your investments even in uncertain times We also have the advantage of the valued expertise of our volunteer Investment Committee as well as our investment adviser New York based Colonial Consulting These resources help us maintain a highly diversified portfolio that produces very competitive returns while you reach your long term philanthropic goals The graphs below illustrate the performance of 100 000 over a 10 year period for our investment pools Despite the volatility of the market in recent years the Foundation s investments continue to perform well In 2014 our investment pools returned more than 5 percent during the year Click on graphs to enlarge The table below provides the annualized percent of return for funds invested in either the GMF Investment Pool or one of our trustee banks For comparison purposes both the graphs and table illustrate the performance of 100 000 invested in the S P 500 and the Morningstar Moderate Allocation Fund the Morningstar fund resembles the diversified portfolios within the Foundation Investment returns for the period ending Dec 31 2015 1 year 3 year 5 year 7 year 10 year GMF Investment Pool 1 2 6 6 6 6 10 1 6 1 U S Bank Trust Pool 0 1 7 0 6 6 10 2 6 1 BMO Harris Bank Trust Pool 2 6 7 5 6 5 10 2 5 8 JPMorgan Asset Management Trust Pool 0 6 7 5 7 2 11 2 6 8 S P 500 1 4 15 1 12 6 14 8 7 3 Morningstar Moderate Allocation 2 0 6 4 6 0 9 2 4 6 Please note Investment return is defined as the percentage change in

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/investment-information/investment-performance/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Access Your Fund
    Strategic Plan History of Foundation Centennial Celebration Board of Directors Staff Financial Information Annual Report Awards Counties We Serve Careers Stay Connected National Standards Donors Donors Overview Become a Donor Current Donors Access Your Fund Make a Grant Recommendation Add to Your Fund Gift Planning Foundation Funds Investment Information Donor Stories BranchingOut Give Online Learn More Contact a member of our philanthropic services team to learn more about starting a fund Build a Stronger Community Learn how through our impact areas Home Donors Current Donors Access Your Fund Log in to Philanthropy Online for an easy way to view your fund statement check the balance of your fund review your previous gift and grant history or make an online grant recommendation Please note You must first be a registered user to access your fund Contact Jennifer Krueger for a username and password Login Learn More Contact a member of our philanthropic services team to learn more about starting a fund Build a Stronger Community Learn how through our impact areas Greater Milwaukee Foundation 101 W Pleasant St Ste 210 Milwaukee WI 53212 tel 414 272 5805 fax 414 272 6235 Facebook Twitter Donors Become a Donor Current Donors Foundation Funds

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/current-donors/access-your-fund/ (2016-05-01)
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