Five earn Greater Milwaukee Foundation’s Professional Adviser of the Year distinction
Milwaukee, Wis., May 12, 2015 – In its centennial year, the Greater Milwaukee Foundation honored five local advisers with its annual Professional Adviser of the Year distinction. The award recognizes the important role of professional advisers in building relationships with the Foundation and helping their clients create charitable funds for the benefit of the community.
This year’s recipients are:
Dan Conley, partner, Quarles & Brady LLP, Milwaukee
George A. Dionisopoulos, partner and business lawyer, Foley & Lardner LLP, Milwaukee
Lecia Johnson, shareholder with the Tax and Employee Benefits Group, Godfrey & Kahn, Milwaukee
Jason Kohout, estate planning and tax attorney, Foley & Lardner LLP, Milwaukee
Tim Smith, associate in the Tax and Employee Benefits Practice Group, Godfrey & Kahn, Milwaukee
The honorees were recognized May 12 at the Foundation’s annual Herbert J. Mueller Society luncheon for their key contributions to the stewardship of Sen. Herb Kohl’s historic $100 million gift to the Foundation in December.
The Herbert J. Mueller Society acknowledges the efforts of professional advisers who are committed to their clients, philanthropy and the community. The society is named in memory of Herbert Mueller, a local estate planning attorney who, through his quiet efforts, helped shape the Foundation into the strong, stable and successful organization it is today. By the time of his death in 2001 at age 91, Mueller had worked with his clients to start more than a dozen Foundation funds with gifts totaling nearly $50 million.
About the Greater Milwaukee Foundation
For a century, the Greater Milwaukee Foundation has helped individuals, families and organizations realize their philanthropic goals and make a difference in the community, during their lifetimes and for future generations. The Foundation consists of more than 1,200 individual charitable funds, each created by donors to serve the charitable causes of their choice. The Foundation also deploys both human and financial resources to address the most critical needs of the community and ensure the vitality of the region. Established in 1915, the Foundation was one of the first community foundations in the world. With total assets of more than $847 million, it is also among the largest.