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  • Greater Milwaukee Foundation :: BranchingOut
    Stay Connected National Standards Donors Donors Overview Become a Donor Current Donors Foundation Funds Investment Information Donor Stories BranchingOut View Stories by Organization Give Online Learn More To learn about agencies that align with your interest areas contact a member of our philanthropic services team Home Donors BranchingOut Our mission as a community foundation is to inspire philanthropy serve donors and strengthen communities We launched BranchingOut as a way to do just that This publication helps our donors find new and relevant projects to support It highlights organizations and programs that are meeting important needs and delivering positive results for their clients and the community We hope that BranchingOut will strengthen our partnerships so that together we can strengthen our community Explore new grantmaking opportunities by reading about the organizations featured in BranchingOut View the most recent edition Winter 2014 PDF Past Editions Winter 2013 PDF Summer 2012 PDF Log in to Philanthropy Online to make a grant to any of these worthwhile programs or contact your philanthropic adviser Learn More To learn about agencies that align with your interest areas contact a member of our philanthropic services team Greater Milwaukee Foundation 101 W Pleasant St Ste 210 Milwaukee WI

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/branching-out/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Benefits to Your Clients
    can be a resource to you and your clients contact Mary Kay Mark Investment Philosophy Discover how our investment philosophy helps donors reach their philanthropic goals Home Professional Advisers Benefits to Your Clients The Greater Milwaukee Foundation is an invaluable partner in philanthropy for legal and financial advisers who work with charitably inclined clients Here are a few reasons why donors and advisers choose to work with the Foundation Ease of starting a fund A Foundation fund can be started in four simple steps choose a name focus the fund s impact select an investment pool and decide on a timeline for giving The Foundation handles the reporting and recordkeeping while your clients concentrate on the grantmaking Investment options and expertise The Foundation is uniquely positioned to provide donors with different investment options that provide strong investment performance Our volunteer Investment Committee comprised of local financial experts along with New York based Colonial Consulting which works with many other community foundations nationwide oversees the Foundation s investments Personalized service Our highly experienced staff is available to provide whatever guidance is needed to help your clients define and reach their charitable giving goals We have a long storied history of helping donors bring their missions to life whether it is creating nature preserves starting scholarships expanding schools and mentoring programs providing food and shelter for the hungry and homeless or creating nationally renowned scientific research programs Economies of scale All Foundation funds are pooled for investment providing a diversified portfolio with low management fees With nearly 1 200 funds and more than 710 million in assets under management the Foundation offers superior cost effectiveness strong investment returns and the tax benefits of a large public charity Learn more To learn more about how we can be a resource to you and

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/benefits-to-your-clients/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Professional Adviser Resources
    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 Professional Adviser Highlight Professional advisers help build up a community s charitable pipeline Read about Jerry Flood one of our longstanding partners Home Professional Advisers Professional Adviser Resources Your clients look to you to provide them with up to date tax and estate planning expertise and sound advice We re available to provide whatever guidance is necessary to encourage your clients to think about charitable giving and help them reach their charitable giving goals Stay informed Online resources such as the Planned Giving Design Center and Planning Perspectives connect you to the latest news historical resources and other tools Membership is free Our gift planning staff can provide you with gift illustrations sample language and other tools so you are better prepared to discuss the many charitable gift planning and investment options available to your clients Stay current GiftLaw is a free e newsletter that offers you the latest case studies articles and planned giving tips It can serve as additional resource for you in your work with your clients Stay connected Professional adviser seminars featuring local and national experts help you expand your professional knowledge base and earn continuing education credits Members of the Herbert J Mueller Society our professional recognition society will also receive invitations to networking events with other financial advisers Learn more To learn more about how we can be a resource to you and your clients contact Mary Kay Mark Professional Adviser Highlight Professional advisers help build up a community s charitable pipeline Read about Jerry Flood one of our

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/professional-adviser-resources/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Herbert J. Mueller Society
    Stay Connected National 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 Professional Adviser 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 The greater Milwaukee community is fortunate to have so many professional advisers who take a personal interest in their clients goals and vision for the future The Herbert J Mueller Society is our way of saying thank you to these advisers who have recommended a fund at the Greater Milwaukee Foundation as an option for their charitably minded clients 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 Mueller never sought recognition for his efforts But he took deep pride in the good he helped make possible The society is pleased to recognize advisers who like Mueller are committed to their clients philanthropy and the community Meet the 2015 Herbert J Muller Society Professional Advisers of the Year Contact Us Contact Mary Kay Mark to learn more about the benefits of joining the Herbert J Mueller Society Professional Adviser 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 210 Milwaukee WI

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/herbert-j-muller-society/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Adviser FAQs
    not subject to excise taxes or a minimum annual distribution With a Foundation fund donors make as many grants as they want each year from their fund or none at all The Foundation performs the due diligence and provides all administrative services including any IRS filings In addition our Community Investment staff members are available to provide in depth and helpful information on agencies that address their areas of interest Does my client need hundreds of thousands of dollars to start a fund For as little as 25 000 your client can start a Foundation fund and there are no start up costs Or with an Acorn Fund your client could slowly build their fund over time by making a monthly gift of 100 or annual gift of 1 200 Why is a gift agreement important By having your client s charitable goals and wishes spelled out in a gift agreement the Foundation is ready to immediately begin fulfilling their vision when the fund is established Because we take our role as stewards of our donors charitable wishes very seriously we consider the agreement as our contract with your client and we are committed to following their intent forever What is the cost of having a Foundation fund There is no cost to start a fund A competitive annual administrative fee is assessed on all funds and varies by fund type Does my client decide how their money is invested Foundation donors may choose from four investment pools the GMF Investment Pool or one of our three trustee banks U S Bank BMO Global Asset Management and JPMorgan Chase Trust All investment pools follow the asset allocation guidelines set forth by the Foundation s volunteer Investment Committee and are closely monitored by the committee Do grants have to be made

    Original URL path: http://www.greatermilwaukeefoundation.org/professional-advisers/adviser-faqs/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Recent Grants
    who are part of the university s Milwaukee Summer Reading Project who are teaching reading to students who are not on grade level Center for Youth Engagement 25 000 to conduct a fiscal scan of all local public funding that supports youth development in the city of Milwaukee Milwaukee Ballet Company 25 000 to support ballet instruction for third through fifth graders in four Milwaukee schools as part of the organization s Releve community outreach program Running Rebels 25 000 to support a number of arts based youth programs Cedarburg School District 24 350 to help implement the Junior Great Books Program a reading curriculum that teaches students to become critical thinkers in Webster Transitional School String Academy of Wisconsin 6 000 to support high quality professional music instruction in violin viola and cello for low income students at Milwaukee s Cass Street and Escuela Vieau schools Strengthening Neighborhoods Dominican Center for Women 120 000 over three years to support the agency s continued efforts toward implementing the Building Neighborhood Capacity Program in Milwaukee s Amani neighborhood Center for Youth Engagement 30 000 to support its Beyond the Bell initiative which works to increase access to high quality programs for area youth Jazale s Art Studio 25 000 to build the nonprofit s capacity to provide free after school and summer learning opportunities for 200 low income youth of color in Harambee Bronzeville and Riverwest neighborhoods Rails to Trails Conservancy 14 214 to conduct an analysis of Milwaukee s trail network and identify areas within low income and disadvantaged neighborhoods that lack trail access The goal is to ensure that low income communities have equal access to safe transportation and exercise options Regional vitality Waukesha County Land Conservancy 100 000 over two years to help the all volunteer run organization transition to a new structure which includes hiring paid staff creating new operating systems and producing a long term strategic plan Sojourner Family Peace Center 80 000 over two years to support a full time position within its Connection Navigator Program that will connect individuals and families impacted by violence with the programs and services offered at the agency s new family justice center building Ozaukee Washington Land Trust 45 000 to help develop a pilot project in partnership with the Milwaukee Metropolitan Sewerage District and the Fondy Food Center which will protect local farms so they could provide fresh produce to underserved areas in Milwaukee NAMI Greater Milwaukee 40 000 to implement a court support and advocacy program in Milwaukee that will provide support education and appropriate resources to individuals and their families who become involved in the Chapter 51 Emergency Detention process United Community Center 35 000 to help with predevelopment and planning work for the agency s planned expansion of its Latinas Unidas Women s Residential and Recovery Treatment program through construction of a 16 bed facility The program is one of four residential treatment facilities for women in Milwaukee County and the only location designed specifically

    Original URL path: http://www.greatermilwaukeefoundation.org/grants/recent-grants/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Grants at Work
    Vita Program Medical College of Wisconsin Eye Institute Milwaukee Violence Free Zone Summer Grants for Kids Teach For America United Community Center Precollege Program WWBIC Grant Seekers Learn More Contact Kathryn Dunn to learn more about our grantmaking strategies Promoting regional vitality Consortium of city and philanthropic partners work together to transform vacant lots into vibrant corners Home Grants Grants at Work What kind of impact are we having in the community Read the stories below to find out just how the grants that we provide through the generosity of our donors are benefiting area nonprofits African American Leadership Program New generation of leaders ready to lift up the community thanks to Cardinal Stritch University program Read more Black Arts Think Tank Umbrella organization creates new future for Milwaukee s African American arts groups Read more College Possible Program helps students navigate the pathway to college and beyond Read more Community Connections Small Grants Program Small grants program empowers local residents to create change in their neighborhoods Read more KIVA Milwaukee Microlending resource offers opportunity for entrepreneurs to jump start their dreams Read more La Casa de Esperanza Vita Program Asset building program provides steps toward financial stability Read more Medical College of Wisconsin Eye Institute Research holds promise for area preemies Read more Milwaukee Violence Free Zone Violence prevention program changing culture at Milwaukee s toughest high schools Read more Summer Grants for Kids Small grants program gives kids special summer opportunities and memories Read more Teach for America National teacher training program aims to close achievement gap in Milwaukee Read more United Community Center Precollege Program College and career readiness program builds strong future for Milwaukee workforce Read more WWBIC Putting dreams and small businesses to work in Wisconsin Read more Learn More Contact Kathryn Dunn to learn

    Original URL path: http://www.greatermilwaukeefoundation.org/grants/grants-at-work/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Grant Seekers
    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 We are a permanent charitable endowment that helps individuals create permanent funds to support causes they care about in Milwaukee Ozaukee Waukesha Washington counties and beyond Specifically through our quarterly competitive grant cycle we fund 501 c 3 nonprofits that serve the four county metro area We are particularly interested in exploring opportunities to partner with grantee agencies advised fund donors and other funders on efforts to address the area s most compelling needs We also have a number of supporting organizations and other funds supporting different areas ranging from medical research to visual arts which run their own individual grant processes throughout the year Please visit the Other Grant Opportunities section for more information Please note An organization must have a profile on Philanthropy Online our online grants management system before they will be given access to any grant application Please refer to our grant application process Contact Us For questions or

    Original URL path: http://www.greatermilwaukeefoundation.org/grants/grant-seekers/ (2016-05-01)
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