Adding to your fund will help you enhance your impact on the community and the causes you care about. You can do so now through additional contributions and investment growth or later through your estate.

The Greater Milwaukee Foundation accepts the following resources as a way to minimize capital gains and reduce your taxable estate:

  • Cash
  • Appreciated securities
  • Retirement plan assets
  • Insurance policies
  • Closely held stock
  • Real estate
  • Collectables
  • Credit card

For more information on building your fund please contact the Philanthropic Services Department at 414.272.5805.

Mike-Miller.jpgInvestment philosophy

Discover how our investment philosophy helps donors reach their philanthropic goals.