You can strengthen your client relationships through the wealth of services and materials our knowledgeable gift planning team offers you. It’s simple to establish charitable funds through the Greater Milwaukee Foundation — and very affordable. Your clients will also realize significant tax, estate and financial planning advantages.
We can answer all of your clients' questions including:
Learn more about how the Greater Milwaukee Foundation can be your charitable-giving resource and add value to your gift planning services.
To learn more about how we can be a resource to you and your clients, contact Maura Cook Lamensky.
Professional advisers help build up a community’s charitable pipeline. Read about Jerry Flood, one of our longstanding partners.