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  • Greater Milwaukee Foundation :: Gift Law
    and 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 Professional Advisers Professional Advisers Overview Benefits to Your Clients Professional Adviser Resources Planned Giving Design Center Sample Gift Language Gift Law Resource Library Gift Acceptance Policies Herbert J Mueller Society Adviser FAQs Learn more To learn more about how we can be a resource to you and your clients contact Mary Kay Mark Home Professional Advisers Professional Adviser Resources Gift Law GiftLaw another great online resource offered through the Greater Milwaukee Foundation helps advisers like you stay current on the latest news and legislative developments in the field The weekly e newsletter delivers legal updates practical advice about current gift planning issues and a unique hypothetical charitable gift planning case Visit Gift Law now to start receiving the free newsletter Learn more To learn more about how we can be a resource to you and your clients contact Mary Kay Mark 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 Information Donor

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/professional-adviser-resources/gift-law/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Resource Library
    of last year s financial performance read our 2014 annual report Home Professional Advisers Professional Adviser Resources Resource Library 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 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 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 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 Unrestricted Fund Meeting ever changing community needs Professional Advisers 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 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 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 Legacy Society The gift that lives forever

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/professional-adviser-resources/resource-library/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Gift Acceptance Policies
    Kit About Us About Greater Milwaukee Foundation Our Mission Vision and 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 Professional Advisers Professional Advisers Overview Benefits to Your Clients Professional Adviser Resources Planned Giving Design Center Sample Gift Language Gift Law Resource Library Gift Acceptance Policies Herbert J Mueller Society Adviser FAQs Learn more To learn more about how we can be a resource to you and your clients contact Mary Kay Mark Home Professional Advisers Professional Adviser Resources Gift Acceptance Policies From minimum fund amounts to general gift acceptance guidelines and more our gift acceptance policy contains information that is helpful to review with your clients when exploring their options for giving with the Foundation Gift Acceptance Policy PDF Learn more To learn more about how we can be a resource to you and your clients contact Mary Kay Mark 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 Information Donor Stories BranchingOut Give Online Grants Recent Grants Grants at Work

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/professional-adviser-resources/gift-acceptance-policies/ (2016-05-01)
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  • Greater Milwaukee Foundation :: HJM Member Highlight
    planning and tax work In 2000 he merged with Milwaukee based Davis Kuelthau SC I just loved the concept of a perpetual gift because of the fact that the principal stays intact and earnings from the fund go to charity and grow over time Flood said What Flood excels in is encouraging people to think of charitable giving as part of their estate planning If they express an interest he doesn t hesitate to dig deeper and explore what they are passionate about and why His psychology degree from University of Wisconsin Milwaukee works in tandem with his law degree from Chicago Kent on those occasions Having that conversation might be hard for some Estate planning and end of life issues aren t exactly conversation starters Some people may not be interested Others are unsure But Flood has a gentle way of bringing up the subject He guides not goads With one of his clients he introduced the concept of the Foundation at their first meeting It wasn t until 20 years later when the husband was in the hospital and the wife was in an assisted living facility that he again revisited the subject But Flood didn t back down Nor did he bug The result A 2 2 million bequest that supports several local agencies the donor cared about including the Milwaukee Rescue Mission Children s Hospital and Ronald McDonald House Though he has sold many people on the concept of charitable giving Flood wouldn t exactly call himself a salesman He simply believes his role as an attorney is to explain to his clients what options and opportunities are available If it is a family with a lot of children then I say that charity begins at home and you take care of your children Flood said

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/herbert-j-muller-society/hjm-member-highlight/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Foundation honors 25 attorneys, financial advisers
    legacies The group will be honored at a special luncheon today at the University Club in Milwaukee Attorneys and financial advisers are some of our strongest advocates for philanthropy in the community said Tim Larson the Foundation s Vice President of Philanthropic Services They often provide clients the spark that ignites a philanthropic passion and we are very fortunate that many choose us as the vehicle by which to fan that charitable flame The society is named in memory of Herbert Mueller a local estate planning attorney who through his quiet efforts helped shape the Foundation into the strong stable and successful organization it is today By the time of his death in 2001 at age 91 Mueller had worked with his clients to start more than a dozen Foundation funds with gifts totaling nearly 50 million 2013 inductees John A Affeldt Affeldt Law Offices Reuben Bankier CLU CHFC Northwestern Mutual Brian D Behl CFP Lake Country Wealth Management Douglas A Blegen Shannon L Brusda Godfrey Kahn SC John A Caucutt Law Office of John A Caucutt Karen J Coy Romano Solutions Limited Joseph B Dailey CFP SJA Financial Advisory LLC Thomas J Drought Davis Kuelthau s c Jerry J Faust Edward Jones Scott Grenier CFP Robert W Baird Co Thomas P Guszkowski von Briesen Roper S C Mark F King King Legal Group SC Jason Kohout Foley Lardner LLP William L Komisar Komisar Brady Co LLP Angela Krause Lane CFP Robert W Baird Co Amy J Krier Davis Kuelthau s c Douglas Marconnet Bridgewood Advisors Inc Martin S Matsoff Northwestern Mutual Life Patrick Mehigan Deloitte Tax LLP Gary J Perrault UBS Financial Services Inc The Perrault Group Gregory J Ricci Fox O Neill Shannon S C Deborah M Robb CPA Schenck SC Elizabeth Ruthmansdorfer Moertl Wilkins Campbell S C

    Original URL path: http://www.greatermilwaukeefoundation.org/newsroom/news-archive/2012/foundation-honors-25-attorneys-financial-advisers/ (2016-05-01)
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  • Greater Milwaukee Foundation :: HJM Members
    Standards Professional Advisers Professional Advisers Overview Benefits to Your Clients Professional Adviser Resources Herbert J Mueller Society HJM Members HJM Member Highlight Adviser FAQs Contact Us Contact Mary Kay Mark to learn more about the benefits of joining the Herbert J Mueller Society HJM Member Highlight Professional advisers help build up a community s charitable pipeline Read about Jerry Flood one of our longstanding partners Home Professional Advisers Herbert J Mueller Society HJM Members David A Affeldt Affeldt Law Offices S C John A Affeldt Affeldt Law Offices S C Timothy R Aik BMO Private Bank Steven R Allen Whyte Hirschboeck Dudek SC J Harvey Alligood Northern Trust Bank Thomas E Aul Aul Law Offices Randy Averill Averill Associates LLC John R Balistreri Law Office of John Balistreri Reuben Bankier CLU R ChFC R Northwestern Mutual John T Bannen Quarles Brady LLP Jon P Barsanti Brian D Behl CFP R Bronfman E L Rothschild LP Richard A Behrendt Annex Wealth Management Casey J Berrall The Berrall Kons Group of Wells Fargo Advisors Mark G Berry U S Bank Private Client Group Douglas A Blegen David J Bohl No Trust Fund Babies LLP Barbara A Bombaci Northwestern Mutual Nancy M Bonniwell Weiss Berzowski Brady LLP Wendy Reed Bosworth Rick Bottoni The Private Client Reserve of U S Bank Amanda A Bowen JD The Kingsbury Firm LLC Jill H Brodkey Evelyn L Brown DeWitt Ross Stevens SC Peter W Bruce Davis Kuelthau SC Previous 1 2 3 4 5 6 7 12 Next Contact Us Contact Mary Kay Mark to learn more about the benefits of joining the Herbert J Mueller Society HJM Member Highlight Professional advisers help build up a community s charitable pipeline Read about Jerry Flood one of our longstanding partners Greater Milwaukee Foundation 101 W Pleasant St Ste

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/herbert-j-muller-society/members/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Five earn Greater Milwaukee Foundation’s Professional Adviser of the Year distinction
    advisers with its annual Professional Adviser of the Year distinction The award recognizes the important role of professional advisers in building relationships with the Foundation and helping their clients create charitable funds for the benefit of the community This year s recipients are Dan Conley partner Quarles Brady LLP Milwaukee George A Dionisopoulos partner and business lawyer Foley Lardner LLP Milwaukee Lecia Johnson shareholder with the Tax and Employee Benefits Group Godfrey Kahn Milwaukee Jason Kohout estate planning and tax attorney Foley Lardner LLP Milwaukee Tim Smith associate in the Tax and Employee Benefits Practice Group Godfrey Kahn Milwaukee The honorees were recognized May 12 at the Foundation s annual Herbert J Mueller Society luncheon for their key contributions to the stewardship of Sen Herb Kohl s historic 100 million gift to the Foundation in December The Herbert J Mueller Society acknowledges the efforts of professional advisers who are committed to their clients philanthropy and the community The society is named in memory of Herbert Mueller a local estate planning attorney who through his quiet efforts helped shape the Foundation into the strong stable and successful organization it is today By the time of his death in 2001 at age 91 Mueller had worked with his clients to start more than a dozen Foundation funds with gifts totaling nearly 50 million About the Greater Milwaukee Foundation For a century the Greater Milwaukee Foundation has helped individuals families and organizations realize their philanthropic goals and make a difference in the community during their lifetimes and for future generations The Foundation consists of more than 1 200 individual charitable funds each created by donors to serve the charitable causes of their choice The Foundation also deploys both human and financial resources to address the most critical needs of the community and ensure

    Original URL path: http://www.greatermilwaukeefoundation.org/newsroom/recent-news/professional-adviser-award/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Timothy J. Larson
    We Serve Careers Stay Connected National Standards Home About Us Staff Timothy J Larson Vice President Philanthropic Services Contact Tim Direct 414 336 7065 Main 414 272 5805 E mail tlarson greatermilwaukeefoundation org Tim and his team are responsible for the Foundation s services to its growing donor base as well as increasing resources to support the needs of the greater Milwaukee s nonprofit organizations Prior to joining the Foundation Tim served as senior director of gift planning for Rush University Medical Center in Chicago He has also held leadership positions at St Jude Children s Research Hospital Ronald McDonald House Charities and Children s Memorial Hospital in Chicago Tim is actively involved in community and professional organizations and has held leadership positions for the Partners in Philanthropic Planning the Association of Fundraising Professionals and was co founder of the Chicago Area Stewardship Council and the Greater Chicago Health Care Roundtable Tim holds a MA in social service administration from the University of Chicago s School of Social Service Administration a MDIV from Meadville Lombard Theological School and a BA in religion from St Olaf College Greater Milwaukee Foundation 101 W Pleasant St Ste 210 Milwaukee WI 53212 tel 414

    Original URL path: http://www.greatermilwaukeefoundation.org/about-us/staff/timothy-larson/ (2016-05-01)
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