Resource Library
Gift acceptance policy
From minimum fund amounts to general gift acceptance guidelines and more, our gift acceptance policy contains information that is a helpful resource when exploring giving options with the Foundation for your clients. Staff are ready to lift pertinent sections and/or map out next steps for you and your client exploring making a gift of a complex or nonliquid asset.
Gift Acceptance Policy (PDF)
Sample gift language
The Foundation has created several flexible options for your clients. Links to templates of how to make the Foundation a beneficiary of a will or trust and the most commonly used gift agreements are below. Please contact us to discuss all the available options with you and your client.
Gift agreement templates
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Sample bequest language (.docx)
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An unrestricted, field of interest or designated legacy fund (.docx)
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A donor advised legacy fund (.docx)
Tax efficient giving strategies
Our gift planning team is available to collaborate with donors and advisers on timely strategies to save money while giving back, such as bunching gifts into one year, or using a qualified charitable distribution from an IRA.
Learn more about these strategies
When referencing the Greater Milwaukee Foundation, please use the following:
Name: Greater Milwaukee Foundation Inc.
Address: 2153 N. Dr. Martin Luther King Jr. Drive, Suite 4000, Milwaukee, WI 53212
EIN: 39-6036407
Need additional resourcesIf you need extra assistance or can’t find what you’re looking for, Kristen Mekemson, vice president, development and philanthropic services, can help.
Ask Kristen
Foundation guide for your clientsThe Welcome booklet can serve as an introduction and guide for your clients as they navigate the charitable giving process.
Download booklet