Sample Gift Language

The Greater Milwaukee Foundation has created a number of flexible options for your charitably-minded clients. Links to templates of 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

• A bequest (DOCX)
• An unrestricted, field of interest, or designated fund created through an estate plan (DOCX)
• A donor advised fund created during life (DOCX)
• A donor advised fund created through an estate plan (DOCX)

When referencing the Greater Milwaukee Foundation please use the following:

Name: Greater Milwaukee Foundation
Address: 101 W. Pleasant Street, Suite 210, Milwaukee, WI 53212
EIN: 39-6036407