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  • Greater Milwaukee Foundation :: Legacy Society
    of Directors Staff Financial Information Annual Report Awards Counties We Serve Careers Stay Connected National Standards Donors Donors Overview Become a Donor Current Donors Foundation Funds Charitable Funds Supporting Organizations Acorn Funds Agency Endowments Legacy Society Investment Information Donor Stories BranchingOut Give Online Learn More Contact Tim Larson to learn how you can leave a legacy with the Foundation Donor Stories Read more about the donors who have created their own legacies with the help of the Foundation Home Donors Foundation Funds Legacy Society The Greater Milwaukee Foundation s Legacy Society recognizes and honors the hundreds of generous individuals who have included the Foundation in their estate plans We are honored that these individuals have entrusted us with the responsibility of helping create and grow their lasting charitable legacy Please note All charitable fund holders are also members Mary Albrecht Mr and Mrs William H Alverson Diane and Erik C Andersen James J and Sandra L Annoye Anonymous 11 Gretta Assaly Russell L Augustin and Susan M Petre Robert L Auxer Bernice Balicki Jim Ball Mrs Royal Bandemor Dr and Mrs Michael Barndt Clint Barry Terrie M and Jon P Barsanti Ms Elizabeth C Battocletti James C Becker William J and Laurie A Beckmann Diane and David Bedran Richard and Shirley Behrendt Lisa Berman Tom and Mary Bertram Doug and Fran Blom John and Susan Brauer Dennis and Elaine Briley Joyce Broan Previous 1 2 3 4 5 6 7 13 Next Learn More Contact Tim Larson to learn how you can leave a legacy with the Foundation Donor Stories Read more about the donors who have created their own legacies with the help of the Foundation Greater Milwaukee Foundation 101 W Pleasant St Ste 210 Milwaukee WI 53212 tel 414 272 5805 fax 414 272 6235 Facebook Twitter Donors

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/foundation-funds/legacy-society/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Investment Options
    Staff Financial Information Annual Report Awards Counties We Serve Careers Stay Connected National Standards Donors Donors Overview Become a Donor Current Donors Foundation Funds Investment Information Investment Performance Investment Options Investment Committee Donor Stories BranchingOut Give Online Learn More Contact a member of our philanthropic services team to learn more about starting a fund 2014 Annual Report For an overview of last year s financial performance read our 2014 annual report Home Donors Investment Information Investment Options With assets of approximately 841 million as of Dec 31 2014 the Greater Milwaukee Foundation is able to provide donors investment options that provide strong investment performance GMF Investment Pool This portfolio includes a diverse mix of equities fixed income and alternative investments The goal to generate highly competitive investment returns that support grantmaking while ensuring that each fund s principal growth equals or exceeds the rate of inflation The table below shows the pool s target asset mix Investment Categories Target Asset Allocations Large Cap Equity 14 Mid Cap Equity 7 Small Cap Equity 7 International Equity 15 Emerging Market Equity 6 Alternative investments 23 High Yield Bonds 4 Fixed Income 16 Tips 3 Global Bonds 5 Trustee Banks The investment return expectations for our trustee banks mirror those of the GMF Investment Pool Donors who prefer a permanent relationship with a trustee bank may indicate their preference for one of three trustee bank investment pools U S Bank BMO Global Asset Management JPMorgan Chase Trust Pool Learn More Contact a member of our philanthropic services team to learn more about starting a fund 2014 Annual Report For an overview of last year s financial performance read our 2014 annual report Greater Milwaukee Foundation 101 W Pleasant St Ste 210 Milwaukee WI 53212 tel 414 272 5805 fax 414 272 6235 Facebook

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/investment-information/investment-options/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Investment Committee
    Contact a member of our philanthropic services team to learn more about starting a fund 2014 Annual Report For an overview of last year s financial performance read our 2014 annual report Home Donors Investment Information Investment Committee The Investment Committee is a volunteer group of financial experts who oversees the selection and performance of Greater Milwaukee Foundation investment managers In addition to establishing and ensuring compliance with investment policies the committee also reviews and recommends changes to the Foundation s spending policy when appropriate Committee members David J Kundert Chair Retired Chairman JPMorgan Fleming Asset Management Wendy Reed Bosworth Retired Partner Foley Lardner LLP David J Drury Founding Partner WING Capital David Ells Managing Director Structured Alternatives Northwestern Mutual Capital David J Lubar President Lubar Co Gregory S Marcus President and Chief Executive Officer The Marcus Corporation Cory L Nettles Founder and Managing Partner Generation Growth Capital Inc Of Counsel Quarles Brady LLP James C Rowe President Rowe Company LLC Marlyn J Spear Chief Investment Officer Building Trades United Pension Trust Fund Current Foundation Board members Consultant Mike Miller Managing Director Colonial Consulting Learn More Contact a member of our philanthropic services team to learn more about starting a

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/investment-information/investment-committee/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Catherine and Walter Lindsay
    Goodwill Industries and the village of River Hills He served on the boards of Northwestern Mutual Life and Briggs Stratton and led the Milwaukee Country Club But it was the decision Lindsay made in his retirement to create a private family foundation that truly made an impression on his granddaughter Catherine Mayer I always felt extremely glad that he had been willing to share what he had with those less fortunate Mayer said I liked what that said about him his concern for the community and other people Lindsay started the foundation in 1970 to support agencies that served the poor unfortunate and underprivileged in Wisconsin and the visually impaired His only daughter and Catherine s mother Lorna Mayer helped administer the foundation as he grew older After Lindsay died in 1975 however it eventually became too much for Lorna to handle She transferred the assets to the Greater Milwaukee Foundation in 1994 and created the Catherine and Walter Lindsay Foundation Fund a donor advised fund Catherine became involved before the fund was created but it wasn t until after her mother passed away in 2002 that she assumed the role of carrying on the family s legacy It feels like a great privilege and a blessing to me to be in a position to be able to do this said Mayer a psychiatrist who lives in Hudson and does her grantmaking over the phone with Marybeth Budisch her philanthropic adviser I couldn t do this on my own that s for sure said Mayer I wouldn t have the time or the knowledge The fund has given to a myriad of agencies over the years based on its original mission It has also stood out in its willingness to fund new agencies and projects the Foundation has also supported

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/catherine-and-walter-lindsay/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Hank Aaron
    Careers Stay Connected National Standards Donors Donors Overview Become a Donor Current Donors 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 Donor Stories Hank Aaron Hank Aaron s powerhouse swing forever changed the landscape of baseball But the home run king s legacy has transcended the baseball field Aaron continues to hit home runs with the greater Milwaukee community through a scholarship fund at the Greater Milwaukee Foundation Following his retirement from baseball in 1976 the Hank Aaron Youth Fund was established as a tribute to the former Milwaukee Braves and Brewers player Aaron had asked that in place of a personal farewell gift a fund be established in his name to help young people in Milwaukee The fund now known as the Hank Aaron Chasing the Dream Fund provides financial assistance to low income children in Milwaukee ages 9 to 12 who wish to develop a talent or skill and pursue their dreams whether basketball or ballet The scholarships vary between 250 and 1 000 per student and are administered through the Boys Girls Clubs of Greater Milwaukee Each child works with an adult guide to create and stick to a budget With support from Aaron s fund students have not only chased but fulfilled their dreams through such opportunities as attending basketball camp taking African dance lessons purchasing art supplies and buying sports equipment Previous Story Donor Stories Next Story 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

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/hank-aaron/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Cecilia Borenitsch
    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 Donor Stories Cecilia Borenitsch Sharing a passion for nursing and life Cecilia Borenitsch the oldest of four children and a graduate of Milwaukee s Riverside High School had no financial support when she decided to pursue a nursing education But she was determined to make the path easier for others who shared her passion A bequest from Borenitsch who passed away in 1999 at the age of 86 created the Cecelia A Borenitsch Fund a Greater Milwaukee Foundation fund now worth nearly three quarters of a million dollars It supports nursing education including scholarship grants and program development in the field of nursing education and has provided nearly 400 000 in scholarships to students studying nursing at institutions throughout greater Milwaukee Borenitsch s niece Barbara Borenitsch said her aunt who was interested in nursing and very patriotic joined the Navy during World War II and earned her nursing degree She remained in the Naval Reserve until 1954 A pioneer in at home nursing she devoted 40 years as a private duty nurse working well into her eighties primarily on Milwaukee s East Side A long time resident of the Shorecrest Hotel Borenitsch planted flower beds outside of the hotel for the pleasure of others and often helped fellow residents with health concerns Barbara Borenitsch remembers her aunt who never married as a woman who traveled lightly in life She was always doing good for people she was a very benevolent woman Barbara said It was a wonderful gift that she gave Previous Story Donor Stories Next Story Learn More Contact a member of our philanthropic services team to learn more about starting

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/cecilia-borenitsch/ (2016-05-01)
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  • Greater Milwaukee Foundation :: James and Reopa Brown
    about starting a fund Build a Stronger Community Learn how through our impact areas Home Donors Donor Stories James and Reopa Brown Hopeful people making a difference Applying lessons learned in shop class and 4 H the high school sophomore and would be electrical engineer wired his family s rural southern farmhouse for electricity But when he graduated as class valedictorian James Brown did not have the money to go to college No financial aid existed for someone like him in the late 1950s recalls his wife Reopa no matter how promising or ambitious Today James and Reopa Brown use their Greater Milwaukee Foundation fund the James A and Reopa Brown Fund to give underprivileged children the educational opportunities they themselves did not have The couple and their infant son moved north to Milwaukee from Jackson Tennessee in 1961 for jobs and a better life Money was tight and times were tough James eventually found work as a driver for United Parcel Service He became UPS Wisconsin s first black supervisor first black manager and first black UPS stockholder After 28 years with the company he retired in 1993 The days were often long and hard for James at UPS and Reopa at home with four children but it was all worth it the childhood sweethearts agree In retirement the couple shares the many blessings they have received They are active with their church Reopa enjoys visiting and cooking for those who are sick James serves on the board of Our Next Generation and as treasurer of 100 Black Men of Greater Milwaukee They enjoy their family especially the grandchildren Above all James and Reopa are hopeful people Some of the things we do can make a difference they said Previous Story Donor Stories Next Story Learn More Contact a

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/james-and-reopa-brown/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Anthony and Andrea Bryant
    program or person that hasn t been impacted by the Bryants over the past 50 years or so The couple has been key contributors to the growth of the United Way of Waukesha County Waukesha Family YMCA Waukesha Civic Theatre and more through time talent and civic commitment The Bryants are still working and giving back thanks to the Anthony and Andrea Bryant Family Fund a Greater Milwaukee Foundation donor advised fund they created in 1994 We re most proud of the fact that we can make an impact in our community with the little bit of money we put aside Andrea Bryant said We re most proud of the fact that we can make an impact in our community with the little bit of money we put aside Their devotion to Waukesha County runs deep Tony s family stretches back four generations and their commercial fencing company is 95 years old Andrea a Berkeley Calif native moved to Wisconsin in 1960 after meeting Tony in 1959 Ever since answering an ad from the then Waukesha Symphony Auxiliary looking for volunteers she hasn t stopped volunteering Among many commitments she serves on the boards of La Casa de Esperanza Foundation and Waukesha County Community Foundation With so many varied interests the Bryants thought a Foundation fund would be the better vehicle to channel their philanthropy versus a private foundation Close friends and Foundation donors Joan and Buzz Hardy convinced them the Foundation would be a great resource Tony later served as a Board member and the couple received the Frye Kirkpatrick Award one of the Foundation s highest civic honors for their community work Seventy five percent of their fund is devoted to nonprofits the Bryants recommend While much of their focus is spent in and around Waukesha the Bryants

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/anthony-and-andrea-bryant/ (2016-05-01)
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