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  • Greater Milwaukee Foundation :: National Standards
    field with self regulation in a manner viewed positively by the Internal Revenue Service The Greater Milwaukee Foundation was one of the first foundations in the country to be certified and has been in compliance with the National Standards since 2001 The National Standards seal pictured here was developed for community foundations to signify that they have been confirmed in compliance with National Standards Professional advisers and prospective donors will recognize the seal as an indication of integrity and demonstrated excellence Intended both as a blueprint for internal organizational development and as a tangible set of benchmarks for external assessment of performance the National Standards address six key areas of community foundation operations Mission Structure and Governance including standards defining board accountability compensation independence fiduciary responsibility and representation of the community Resource Development including parameters for administration of funds disclosures to donors and commitment to building long term resource for varied community issues and causes Stewardship and Accountability covering prudent investment and management of funds transparent record keeping use of funds for their intended purpose annual audits and public availability of financial information including standards related to due diligence and community responsiveness Grantmaking and Community Leadership including standards related to broad and open grantmaking programs due diligence and responsiveness to changing community needs Donor Relations involving the education and engagement of donors in identifying and addressing community issues and grantmaking opportunities Also provides prompt and accurate acknowledgment of gifts annually shares fund statement and keeps all private information obtained with respect to donors and prospects confidential to the fullest extent possible Communications including openness to public scrutiny and frequent communications about activities and finances Please note The Greater Milwaukee Foundation maintains and manages information that must be kept confidential The Foundation Board has adopted a policy on confidentiality to assist

    Original URL path: http://www.greatermilwaukeefoundation.org/about-us/national-standards/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Bill and Christie Krugler
    really resonated that here we have a community foundation that is in business basically to make a difference in Milwaukee The goals of Foundation and what we wanted to do were very much aligned Their relationship with the Foundation is fresh but their path toward philanthropy was paved a long time ago Bill credits his faith community for exposing him to the concept of service Christie traces her desire to give back to her involvement in a sorority at the University of Iowa Through their involvement in their church Fox Point Lutheran they became familiar with Milwaukee nonprofits like The Gathering a meal program and Serenity Inns a transitional living program for homeless men struggling with addiction As they became more involved they also brought their sons Jeff Jack and Andy to volunteer there We ve always been pretty charitable and thoughtful as to what we wanted to do when we had the ability to do it Bill said We wanted to get them exposed to the fact that there are a lot of people who aren t as fortunate as we have been as a family Their philanthropy initially started with a financial commitment and over the years has grown into more hands on involvement Their fund supports those agencies to which they are deeply connected We have the opportunity to fund the things that we are involved in in a much greater way said Christie about their fund While they share a set of common interests they also have their own philanthropic passions Christie is an ardent cheerleader for 88 9 Radio Milwaukee and PEARLS for Teen Girls where she serves on its development committee and board Beyond his involvement on the advisory boards of Serenity Inns and Walnut Way Bill s passions lie in economic and workforce

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/krugler/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Black Arts Think Tank
    and Hansberry Sands Theatre Company were determined to keep their groups from experiencing that same fate The groups share more than a century of serving Milwaukee but were struggling to stay alive After a while the leaders realized they couldn t keep operating the same way and expect things to change We didn t want to go out like that said Constance Clark who founded AACT in 1989 We felt like we needed to do one more something to see if we could be saved Their desire for a new approach led to the idea of the Black Arts Think Tank an umbrella organization that consolidates the groups administrative and operational functions It originally took shape with help from Barbara Lawton chair of the Wisconsin Arts Board who convened a conference to talk about issues facing small arts groups It took on life with guidance and support from community leaders and Greater Milwaukee Foundation Board members Cory Nettles and Jackie Herd Barber I have watched admired and supported these three groups to varying degrees and knew their legacy business model was not sustainable said Nettles founder and managing partner of Generation Growth Capital Our community needs diverse arts offerings as part of a healthy thriving community and we have to figure out a business model to do that All three groups have struggled with fundraising over the years and all three executive directors have invested their own personal funds into their organizations AACT and Hansberry Sands had trouble finding office and rehearsal space Ko Thi struggled to pay the artists who worked with them The surprise was that we all had the same story Clark said We knew it but didn t know the details of each other s story Following a two year strategic planning process BATT hired an executive director recruited a board led by Nettles and Herd Barber and found a new home at the Marcus Center for the Performing Arts It is focusing on consolidating budgets creating a combined fundraising strategy and building a programming schedule that includes collaborations between the three groups We are essentially proving out a new theory said Barbara Wanzo BATT s executive director who describes the process as equal parts start up and turnaround Clark said they are excited to be in that pioneering role and feel buoyed by the community response A fundraiser the group held in December 2014 at the Marcus Center featuring Wynton Marsalis was one small indication of the community s support as more than 100 people attended The response from the corporate and philanthropic communities in general has been positive Wanzo said The Greater Milwaukee Foundation contributed 125 000 in 2014 to expand the capacity of the agencies and ensure their stability as they merge and integrate operations The group s leaders are looking forward to refocusing their efforts on the stage and letting someone else handle the back office I m waiting to exhale said Ferne Caulker who started Ko Thi in 1969 I haven

    Original URL path: http://www.greatermilwaukeefoundation.org/grants/grants-at-work/batt/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Greater Milwaukee Foundation has record year for grants
    civic organizations attractions and services Grant dollars also supported projects that are enhancing unique public gathering places in each of the four counties the Foundation serves Milwaukee Ozaukee Washington and Waukesha The Foundation made a new 1 million commitment in 2015 to Milwaukee Succeeds the broad based community partnership focused on ensuring educational success for all of Milwaukee s children from cradle to career The Foundation launched and continues to serve as the backbone agency for Milwaukee Succeeds which last year reported improvement in 10 of 11 key educational success indicators inclusive of all school sectors Other significant investments included 1 million in funding for a series of projects designed to specifically advance racial equity and inclusion in the region The Foundation consistently supports organizations and projects that contribute to the region s quality of life and to making the community welcoming for all This round of funding was an additional investment in organizations working to address the significant challenges facing people of color in the region Through the generosity of many the Greater Milwaukee Foundation is able to invest significantly in strengthening important community organizations and moving the needle on regional priorities said Ellen Gilligan president and CEO of the Greater Milwaukee Foundation Reaching the Foundation s highest ever grantmaking total is really a reflection of this community s collective dedication to the prosperity of our region and everyone who calls it home Of the 44 8 million in grants funded in 2015 about 22 percent was provided to local nonprofits through the Foundation s competitive grant process and other Board directed grantmaking while 78 percent was issued through donor advised funds and other types of donor suggested grantmaking by individuals families organizations and corporations who partner with the Foundation for their philanthropy 2015 grant funding by category nearest

    Original URL path: http://www.greatermilwaukeefoundation.org/newsroom/recent-news/2015-grants/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Three Bridges Park
    the right place for trying to create something that is leaving a lasting legacy to the community On paper nine entities made up the partnership that created the park a project more than a decade in the making that celebrated its first anniversary in 2014 In reality more than 400 people were involved in the evolution of the brownfield turned green space with contributions ranging from planning to planting to pledging money The park sprang forth from a national design competition in 2002 spearheaded by the city Sixteenth Street Community Health Center and Menomonee Valley Partners The Urban Ecology Center departments of Transportation and Natural Resources and others later came on board to bring it to life The project s scope scale and magnitude pushed each partner beyond their comfort levels said Corey Zetts MVP s executive director MVP never managed a major capital campaign The city was not in the park business DOT managed construction of roads not green spaces However each brought different strengths and backgrounds that contributed to the project s success Misky said If we were missing any one piece the project would have suffered because each voice was so valuable Zetts said Zetts said that despite the park s long gestational period which included a recession midway through it wasn t hard to keep the momentum going because of the community s engagement and excitement What helped the process along for everyone was just seeing the community s excitement around the project she said That was always really a motivator for everyone to get all the nitty gritty pieces done The work didn t end once the park opened Each partner agreed to certain responsibilities to maintain the park and all remain committed to ensuring it will exist in perpetuity An endowment was seen as

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/threebridges/ (2016-05-01)
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  • Greater Milwaukee Foundation :: About Us
    History of Foundation Centennial Celebration Board of Directors Staff Financial Information Annual Report Awards Counties We Serve Careers Stay Connected National Standards 2014 Annual Report For an overview of last year s financial performance read our 2014 annual report Promoting regional vitality Consortium of city and philanthropic partners work together to transform vacant lots into vibrant corners Home About Us We make up the fastest growing sectors of philanthropy and can be found in urban rural and just about every area nowadays We come in all shapes and sizes and there are more than 700 of us nationwide But what are we exactly Partner in philanthropy Community foundations are all unique but share the same basic concept we meet present needs and prepare for future issues thanks to the generosity of our donors We are made up of thousands of charitable funds each created by donors to serve the charitable purposes they specify Every year a portion of each fund is used to make grants to support a wide range of programs and agencies in the community as stated by each donor Over time investment proceeds increase both the value of the fund and the impact of grants on the community Community catalyst We provide more than just superior tax advantages and a sound investment option for people who choose to give back however With nearly a century of experience to our name we have vast knowledge and expertise of the community needs and challenges and what resources and partners it takes to meet them We also offer a high degree of personalized services to ensure that you are maximizing your giving 2014 Annual Report For an overview of last year s financial performance read our 2014 annual report Promoting regional vitality Consortium of city and philanthropic partners work together

    Original URL path: http://www.greatermilwaukeefoundation.org/about-us/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Mary Henszey
    city you live in and love For her that city was Oconomowoc Prior to her death in August 2014 at age 83 Henszey spent decades on the front line of community involvement serving on committees including the United Way the Oconomowoc Chamber of Commerce Oconomowoc Scholarship Fund and the Girl Scouts Great Blue Heron Council among many others With her husband and fourth generation area native Richard Henszey she co chaired the fundraising effort that resulted in the YMCA at Pabst Farms The Henszeys also were founders and inaugural donors of the Oconomowoc Area Foundation Mary a former foundation board member was impressed by the generosity of the foundation toward the community As a member of the Scherffius Fund advisory committee and OAF board she participated in the awarding of more than 1 2 million to area nonprofits and causes including scouting the expanded YMCA at Pabst Farms AngelsGrace Hospice and the wealth of projects to benefit people of all ages OAF makes grants from its own endowment fund as well as the fund established with a bequest from Hilbert Scherff Scherffius former owner and operator of Lorleberg True Value Hardware who passed away in 1997 OAF has provided support to nearly 50 nonprofits enriching the lives of Oconomowoc area residents The Henszeys created their own OAF affiliated charitable fund in 2004 inspired by the legacy that the Scherffius Fund has had on the area and believing that OAF strengthens the sense of community The Henszeys both worked for Sentry Equipment Corp a designer and manufacturer of power plant equipment for utility companies Mary worked as director of human resources at Sentry for many years before taking on the position of CEO and chairman following her husband s retirement Mary marveled at the area s rapid growth and foresaw greater

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/donor-stories/mary-henszey/ (2016-05-01)
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  • Greater Milwaukee Foundation :: Start a Fund
    reasons donors have turned to the Greater Milwaukee Foundation for nearly a century to make a lasting difference With a minimum gift a small amount of paperwork and expert guidance from a member of our staff you can begin to serve the communities and causes that are important to you There are four easy steps to start Choose a name for your fund Unless you prefer anonymity the name you select for your fund is listed in the Foundation s reports in grant award letters and other materials maintaining your charitable presence in the community Focus on your fund s impact Is there a favorite charity you wish to support Are you dedicated to making college more accessible for today s students or improving the air we breathe for the next generation Do you want a more hands on approach to your grantmaking and possibly involve future generations of your family Are you interested in starting off small and building a fund over time Or do you wish to leave the decision up to our Board to determine how best to meet the community s pressing needs The way you answer these questions will determine what type of fund you create Determine your grant advisers You and your family may direct the grantmaking of your fund much like a private foundation You may want to assure that the causes you care about most will always be supported in this case the Foundation Board will follow your directions in perpetuity Select an investment pool manager At the Foundation we take our responsibility as steward of your funds very seriously We provide you with access to a variety of investment options to make the most of your giving You may select from the Greater Milwaukee Foundation Investment Pool or one of our

    Original URL path: http://www.greatermilwaukeefoundation.org/donors/become-a-donor/start-a-fund/ (2016-05-01)
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