How to apply

  • Email an executive summary proposal for your capital request to
    • Summary includes: 
      • Project/investment scope, budget, capital request, project or business history, proforma, or related financial schedules 
      • Describe the desired outcomes of the investment. How will the Greater Milwaukee Foundation investment help move the project or organization forward?
  • A meeting will be scheduled to discuss your proposal.
    • Meeting invitations will be sent by email.
    • Meetings can be in person or virtual.
    • Meeting invitations may take up to two weeks after the proposal is submitted. 
  • Proposals that align with our impact investing initiatives will move forward in the application, evaluation, and decision processes.
  • A loan application will be sent via email after the proposal discussion.


  • Must be in business for two years. 
  • Applicants must be a for profit organization (nonprofit rehab or new construction real estate projects will be considered).
  • Capital requests must align with the Foundation's  racial equity and inclusion efforts
  • Capital requests must align with the Foundation's investment priorities:
    • Housing
    • Early childhood education
    • Minority-owned Business
  • The business or project must be in the greater Milwaukee area 
  • Must have limited access to capital from banks or other traditional lenders. 
  • General capital requests must be between $250k- $500k per loan application. 

Evaluation criteria for projects**

  • Helps address social needs, create jobs, build wealth, and/or expand community driven economic building opportunities. 
  • Demonstrated need for the project or program in the community.
  • Capacity of the organization to undertake the project.
  • Level of coordination and cooperation with other organizations 
  • Leveraged capital from other sources.
  • Racial/ethnic diversity of the organization
  • The positive impact in low-to moderate-income neighborhoods 

** Be prepared to discuss in further detail

Contact Us

Kermiath-5010-webcallout.jpgSeeking capital?

Kermiath McClendon
Impact Investing Manager


Fiesha-1459c-80-100.jpgInterested in giving?

Fiesha Lynn Bell
Director of Development and Major Gifts