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Techquity: United Way leads collaborative effort to bring digital equity to Milwaukee

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The Milwaukee area’s digital divide grew startlingly apparent with the emergence of the COVID-19 pandemic in 2020. When the world turned virtual, many people and organizations lacked the technology, internet access and digital literacy they needed.

In response, United Way of Greater Milwaukee & Waukesha County stepped up to lead a collaborative effort to establish digital equity. The nonprofit’s “Techquity” initiative, which began in 2020, has three focus areas: broadband, devices, and skills and literacy. As part of that initiative, the organization is currently working to provide 50,000 laptop computers to those in need by 2027.

This initiative to address digital equity within the organization’s four-county footprint (Milwaukee, Waukesha, Ozaukee and Washington counties) came as a surprise, said Amy Lindner, chief executive officer of United Way of Greater Milwaukee & Waukesha County. At the start of the pandemic, there was “an avalanche of requests for help” from United Way’s program partners in need of technology, Lindner said.

United Way’s early techquity-focused efforts included the distribution of smartphones and hotspots, along with data plans, said David Berka, digital equity manager at United Way of Greater Milwaukee & Waukesha County. The organization has also provided 9,000 students with earbuds or headsets with microphones for virtual learning since 2020, according to United Way’s website.

“That really evolved into a focus on computers,” Berka said. “We were getting all kinds of requests, and we still get all kinds of requests for computers, and that really led into the goal that we’ve set around computer distribution for techquity.”

If an individual doesn’t have access to a computer or internet at home, that person’s ability to participate in the economy is hindered, Lindner said. That person may not be able to apply for jobs, receive telehealth services in the privacy of their own home or help their children with schoolwork, she said.

“It’s just become the absolute norm and sometimes really the only way to connect with important things in our community and our lives,” Lindner said.

Berka said access to digital resources is closely intertwined with education, health care and employment accessibility.

“If you don’t have access to one or more of those things – affordable, reliable internet, a reliable device, and in particular, a large-screen device – you stand to be left behind or left out of a lot of resources or opportunities that might otherwise be afforded to you,” Berka said.

United Way is focused on “serving low-income households with as many digital resources as we can,” he added.

Low-income families, senior citizens, people with disabilities, people who are of racial or ethnic minorities, individuals with language barriers and those who are incarcerated are the most impacted by the digital divide, Lindner said.

“There’s so many impacts for folks (who are) incarcerated, but this could be one that you might miss,” Lindner said. “But staying connected to people, figuring out how to apply for that job when you’re going to be leaving incarceration or finding housing, whatever’s coming next.”

Digital skills in the workforce

Of the approximately 93,000 unemployed people in Wisconsin, about a third lack basic digital skills, Lindner said.

This poses a challenge, because 70% of open jobs right now require those basic digital skills, she said.

“That means a huge percentage of the job openings are just not right now an option for more than 30,000 people, so about a third of our unemployed folks right now in Wisconsin,” Lindner said.

Berka said that’s United Way’s best estimate “based on what research has been done and what has been published on workforce development specifically.”

To help equip individuals with digital skills, United Way has hosted digital skill-focused training events in partnership with organizations such as Everyone On and Microsoft, Berka said. United Way has also hosted skills training with La Casa de Esperanza in Waukesha.

“The skills work that we do is really situational, so we’re responding to needs in real time as we learn about them,” Berka said.

Supporting households in need

So far, United Way of Greater Milwaukee & Waukesha County has distributed 8,000 computers toward its goal to distribute 50,000 by 2027, Lindner said.

The nonprofit was recently notified that it is receiving a grant from the Public Service Commission of Wisconsin, which will provide funding for another 21,000 computers to be distributed, Lindner said. The PSC grant can also help support digital skills-related work at United Way, Berka said.

“It’s going to take us a minute to get those next 21,000 out, but (we’re) definitely gearing up and are excited to do that as efficiently as we can,” Lindner said.

Over 100,000 households across Milwaukee, Waukesha, Ozaukee and Washington counties don’t have a computer at home, Berka said.

United Way has focused on devices in its approach to establishing digital equity because it’s “tangible,” Berka said. It’s “relatively easy” to distribute devices and find the people who need them, he said, with the help of United Way’s wide network of nonprofit partners and organizations.

“By distributing computers to those nonprofits, then they’re able to allocate those to individuals,” Berka said. “That’s really been the method so far, and a pretty straightforward means of doing mass distributions.”

United Way’s distribution partners include Milwaukee-based Digital Bridge and Madison-based Cascade Asset Management, which recycle and refurbish used devices. Berka said some companies have refurbished computers themselves and then given them to United Way to be distributed.

“That provides a great option for companies to use the resources and skills they already have themselves to benefit what we’re doing,” Berka said.

For its distribution efforts, United Way depends on volunteers and people from local companies who serve on the Techquity Advisory Council, Berka said. The council guides the work performed as part of the Techquity initiative.

But there are also 120,000 households in United Way of Greater Milwaukee & Waukesha County’s four counties that don’t have home internet subscriptions, Lindner said, which “certainly overlap” with the households lacking computers.

United Way has done advocacy and policy work related to broadband accessibility and affordability, Berka said. The organization leads a group called the Milwaukee Broadband Partnership focused on those issues and worked to develop a “game plan” for communities to address digital skill and literacy barriers, he said.

“We’re always trying to link those skills and literacy opportunities with things like device distributions and information about affordable internet, where people can go to find low-cost offers, what kind of resources are available to them,” Berka said.

The Affordable Connectivity Program is one resource that hasn’t been available since May, when federal funding ran out, Lindner said. It was a national program administered by the Federal Communications Commission that provided a monthly stipend of $30 to eligible families to help make their internet subscription more affordable, Lindner said.

More than 420,000 Wisconsin households participated in this program before it ended, Lindner said. The United Way helped people with ACP eligibility and enrollment.

“It was a really abrupt thing for our community when that resource ran out,” Berka said.

Since 2020, 45 partners have supported United Way’s Techquity efforts, according to its website. United Way has also collaborated with the City of Milwaukee, Milwaukee County, Milwaukee Public Schools, Goodwill, the Boys & Girls Clubs of Greater Milwaukee, Big Brothers Big Sisters and many more.

“It’s not just United Way doing this, it’s United Way backboning this with the capacity, expertise, volunteer time, (and) goodwill of so many other partners,” Lindner said.

Q&A: American Heart Association focused on adding local programming

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As executive director of the Milwaukee chapter of the American Heart Association, Katie Connolly manages a yearly budget of $2.5 million and oversees its community impact work as well as its marketing and communications. Connolly has been with the AHA for nearly 19 years and has been the Milwaukee chapter’s executive director for almost 10. The Milwaukee chapter employs 11 in-office staff while the national organization employs more than 2,900 staff and recruits more than 35 million volunteers.

This year, the American Heart Association is celebrating 100 years of heart and whole-body health advocacy and programming in the U.S. While the Milwaukee chapter and others across the U.S. have not been incorporated for all 100 years, milestone anniversaries are recognized organization-wide. BizTimes reporter Sonia Spitz recently met with Connolly to discuss the chapter’s success and the national organization’s 100-year anniversary. The following portions of their conversation have been edited for length and clarity.

Duties of an executive director

“We have staff that focus specifically on fundraising and staff that focus specifically on community impact work. All of that is really geared toward sustainable change in the community. Some job duties focus on local policy through county or city government while others focus on policy in clinics in how they evolve, how they take a blood pressure or how they report on blood pressure work. There’s also marketing and communication in everything we do. From social media to press releases to day-of event coverage, that all falls under me as the executive director, and we’re doing really well from a financial standpoint. We’re hitting goals and then some. Our fiscal year ended June 30, and we were above goal.”

National to local

“AHA started in Chicago, and then we incorporated in New York. Each state started to build their own chapters, and we eventually agreed that we needed to have a regional presence. If you go into another market, you’re going to see the same staffing structure, the same ways that we involve the community and the same fundraising events for the most part.

“We have staff all throughout (Wisconsin). Some work in our schools on school engagement, some work in our CPR and first aid department, some work in our quality improvement department and some work on advocacy. We have a statewide footprint, but what we do here in this (Milwaukee) location really encompasses all six counties in southeastern Wisconsin. Previously, each state would have their own chapter and a number of years ago, we started becoming what we called at the time, affiliates, with neighboring chapters. Most recently, we’ve started classifying neighboring chapters as ‘regions.’ There are five regions across the country and we’re in the Midwest region, which encompasses 13 states.”

Community-Centered Programming

“The work that we’ve been able to do in the community that’s relatively new over the last five years is really focused on having more of a presence in community programming. For a long time, we didn’t do that. We were more focused on advocacy where we would advocate for policy change, but not necessarily incorporate any kind of direct programming that would benefit the community. Now, we’re really focused on that. We have blood pressure programming, CPR programming and training around access to healthy foods and nutrition security. We have what we call screen-and-refer blood pressure hubs. What we’re doing is shared across all regions and it’s part of the best practice of the AHA that we’re putting into each one of our communities.

“We get involved with coalitions, local community organizations and any kind of free charitable clinics we can partner with. Then, we sit around the table with the county and the city and we talk about how we can make Milwaukee one of the healthiest counties in the state. That’s really what the county executive is trying to accomplish and we know that we can help be a part of that.

“We really strive to be of the community. Our mission is to be a relentless force for a world of longer, healthier lives. Now, as we transition into the second century, we’re really focusing on health and hope for everyone in the next 100 years. We’re focusing on overall health in reducing those barriers to access care. We’re making it easier for you to have access to healthy food and to understand that you need to know your blood pressure numbers more than just that one time a year that you go to the doctor. We’re really invested in building a nation of lifesavers over the next five, six years.”

Breaking out of a niche

“I don’t think it was difficult to break out from heart and brain health exclusively. I think it actually created bigger and better opportunities for us because we could engage in a variety of ways. When we were focused strictly on heart or strictly on brain, we got narrowed into this disease state. Now, we have so many other topics around overall health that we can involve ourselves in. We know that we need to be part of the conversation around violence in the community. That’s not necessarily in our wheelhouse, but we know that we can play a role in it because if people feel safe, they’re going to go outside more often, they’re going to exercise more often, they’re going to get around the block, they’re going to have easier access to health care and better food options. We may not take the lead on it, but we know we need to be part of it.”

New Milwaukee community initiatives

“At the end of June, we implemented a blood pressure program at Clinton Rose Community Senior Center (3045 N. Martin Luther King Jr. Drive, Milwaukee). Clinton Rose is one of five county-run senior centers starting the program and we are getting ready to implement the other four right now. Self-monitoring blood pressure allows an individual who is visiting the senior center to take their blood pressure by themselves. When you would take your blood pressure at Walgreens or CVS, you’d use one of those giant machines. Gone are those giant machines and now, it’s just a tabletop machine. The senior center provided the machines and we’re providing the resources and the training for the individuals that work at the senior center. The key piece of that program is that there’s information about referring seniors when there’s cause for concern. We are able to work with free and charitable clinics within the community that accept someone if they come in with elevated blood pressure.

“We have a similar type of programming involving self-monitoring blood pressure at all 12 of the Milwaukee libraries. It’s a little different in that it’s not a tabletop monitor. Guests actually get a cuff and a monitor in what looks like a shoe box, the same resources that are available to those at the senior center, and they’re able to check it out like you would a book or a movie. This service only exists at the 12 libraries currently in Milwaukee. When they’re done and the time is up, they just return the device back to the library. So again, it’s really meant for individuals that have to monitor their blood pressure and maybe don’t have the resources to get a blood pressure cuff at the local drugstore. High blood pressure is the silent killer and when your blood pressure is elevated and you don’t know, you could be at high risk for cardiovascular disease and stroke.”

Getting involved with AHA

“There are lots of ways to get involved with us. You can always volunteer your time at our events, or you can join ‘You’re the Cure’, our advocacy platform. We’re always looking for people that can leave a legacy, also. They can leave the American Heart Association in their will or give an individual gift to support the mission of the AHA.”

Recycling charitable dollars

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Milwaukee’s disinvested neighborhoods are seeing once-boarded-up buildings revitalized, local businesses uplifted, and new schools and other facilities opened with the help of impact investing.

The most traditional form of philanthropy is a grant or donation, but there are some cases when an impact investment may be a more suitable option for an individual or organization looking for funding. Many recipients of these investments are seeking capital for real estate projects that may benefit minority communities, and that could open doors for them in the world of impact investing. This includes minority-owned businesses and nonprofit organizations.

Two major philanthropic entities in Milwaukee have taken on impact investing as a means to support community development: Bader Philanthropies and the Greater Milwaukee Foundation. Bader Philanthropies committed to impact investing in 2000, while the GMF’s first impact investment was in 2017. Through impact investing, Bader Philanthropies and the GMF have had a hand in many development projects in Milwaukee’s underserved communities.

Impact investing is not exclusive to philanthropic organizations like the GMF and Bader Philanthropies. Northwestern Mutual, for example, announced in October 2023 that it increased its impact investing fund to $175 million to support racial equality initiatives.

‘A new tool in a philanthropic toolbox’

Lisa Hiller, vice president of administration at Bader Philanthropies, said most foundations haven’t yet turned to impact investing because they’re used to traditional grantmaking. But impact investments serve as “an additional approach” to philanthropy.

“It’s a new tool in a philanthropic toolbox,” Hiller said.

Bader Philanthropies is a private foundation while the GMF is a community foundation. This distinction leads to some differences in program structures and may guide impact investment strategies.

The most common type of impact investing at these organizations comes in the form of program-related investments, or PRIs. The PRIs can be loans, equity or guarantees, and must be made with a charitable purpose. Most of the PRIs that Bader Philanthropies and the GMF deploy are low-interest loans. At the GMF, these are frequently loans to small businesses.

Impact investments require recipients to pay back the funding they receive, which is a key differentiator from typical grants.

“What it’s doing is it helps the organizations build their wealth and build their capability to get further credit where they can,” Hiller said.

Kermiath McClendon, impact investing manager at the GMF, said the goal of impact investing is to provide access to capital with a low-interest rate and on affordable terms as well as develop “that economic mobility for disinvested people.” The return on investment that the GMF receives as the loans are paid back allows those dollars to then be “recycled” back into the community, he said.

Franklin Cumberbatch, vice president for engagement at Bader Philanthropies, said many individuals or organizations who are coming to Bader for funding are “unbankable,” or don’t have solid credit or financial stability to get a loan from a bank.

“Even if they get a loan (from a bank), it’s going to be at a higher rate than what we would do, because we’re a charitable organization,” Hiller said.

With some impact investments, a Community Development Financial Institution may be involved. CDFIs can function like banks by providing loans and other financial resources, but their goal is to serve marginalized communities. CDFIs often “serve the nonprofit arena,” Hiller said.

Organizations can go to CDFIs for a loan in the same way that they can go to Bader Philanthropies, Cumberbatch said. In that situation, a CDFI may sometimes turn to Bader to help contribute if the financial risk is too high, he said.

“(The CDFI) could come to us and say, ‘We have this deal. It looks like it’s going to make a world of difference in the community,’” Cumberbatch said.

Bader Philanthropies fills the gap

Since 2002, Bader Philanthropies has committed more than $27 million in program-related investments.

Bader Philanthropies has made 63 PRIs, which includes 42 loans, Hiller said. Bader Philanthropies also made eight equity investments, one equity loan and 10 loan guarantees during that time. These PRIs have allowed Bader Philanthropies to work with for-profit organizations, as it cannot give grants to for-profit companies, Cumberbatch said.

Hiller said Bader Philanthropies made an $11 million equity investment in the past to Milwaukee-based Generation Growth Capital, a growth fund that invests in minority-owned businesses in the Midwest.

“The charitable part of that is investing in struggling or upcoming minority-owned businesses,” Cumberbatch said. “The main inhibitor to grow a minority firm is access to capital. So here we come in and take an equity position in a minority-owned firm to lift up other minority firms.”

In the past decade, much of Bader Philanthropies’ impact investments have been directed toward affordable housing efforts, Cumberbatch said.

“As these small developers build their stack to come up with the funding for a project that they’re doing, we fill the gap,” Cumberbatch said.

In 2021, Bader Philanthropies committed a $775,000 loan to Fox Point-based developer General Capital Group for the MLK Library Apartments project, according to the organization’s website.

The project, which broke ground in 2023, involves redeveloping the Dr. Martin Luther King Jr. Library in Milwaukee’s Harambee neighborhood to include 93 units of affordable housing. The library itself will occupy 17,200 square feet of ground floor space. General Capital and Milwaukee-based Emem Group partnered on the redevelopment project.

“Because there have been so many positive completed libraries in this pattern, we really wanted to make sure there was one in this neighborhood,” Hiller said. “That was really important to us.”

Kermiath McClendon speaks to the Latino Chamber of Commerce of Southeastern Wisconsin about the Empowerment Fund, an initiative funded by the GMF to help local Latino entrepreneurs grow their businesses.
Kermiath McClendon speaks to the Latino Chamber of Commerce of Southeastern Wisconsin about the Empowerment Fund, an initiative funded by the GMF to help local Latino entrepreneurs grow their businesses. Credit: Jim Moy/ Greater Milwaukee Foundation

GMF serves as a ‘resource to help grow healthy communities’

The GMF has made 38 impact investments so far, with 19 of them in priority neighborhoods such as Harambee, Brewers Hill and Halyard Park, McClendon said.

The GMF has committed $21 million in impact investments and has deployed $18 million of that total, McClendon said. At least 500 jobs have been created and retained through those investments, he said.

The GMF’s current vision is to deploy $30 million through 50 impact investments from 2020-2025, according to the organization’s website. Members of Milwaukee’s business community can also contribute to the GMF’s impact investment fund, McClendon said.

As part of its impact investing efforts, the GMF makes small business loans, equity investments and loan guarantees; 90% of the GMF’s impact investments are loans.

McClendon said the small business loans, which offer eligible businesses low-interest funding to be paid back in five to seven years, allow the GMF to help multiple businesses, industries and geographic areas at a time.

“It’s to help more of those mom-and-pop shops, and it has really helped us be closer to the community as well as a lot of community-driven organizations,” McClendon said.

Rise & Grind Cafe, a Black-owned business located at 2737 N. Dr. Martin Luther King Jr. Drive, received a $50,000 five-year loan through the GMF’s first round of small business loans. The GMF’s goal for its investment was to “reactivate” the space by providing funds for new equipment, signage and staff, McClendon said. The GMF also “stepped up” to provide COVID relief for the cafe, he said, because federal support for small businesses did not reach “disinvested people as much as the hope was.”

The GMF has also supported Riverwest Co-op, a grocery store and cafe, through impact investing because of its significance as a community resource, McClendon said. The access to fresh food that the store provides is needed in Milwaukee, where there are “disparities and food deserts.” The store also provides jobs and shelf space for other local vendors, he said.

“It is a huge gem for that community,” he said.

There are four focus areas for the GMF’s impact investments: education (including early childhood and K-12), equitable economic opportunity, housing, and the ThriveOn Collaboration.

The ThriveOn King development revitalized the former Gimbels-Schuster’s building on King Drive into a mixed-use community hub.
The ThriveOn King development revitalized the former Gimbels-Schuster’s building on King Drive into a mixed-use community hub.

The ThriveOn Collaboration is a partnership between the GMF, the Medical College of Wisconsin and Royal Capital. This includes the development of ThriveOn King at 2153 N. Dr. Martin Luther King Jr. Drive, which now houses the GMF’s offices and has been designed to be a community hub. ThriveOn King is located in Milwaukee’s Bronzeville district, another of the GMF’s priority areas.

“(Years ago Bronzeville) was a vibrant person of color community and commercial corridor,” McClendon said. “It was a lot of mom-and-pop shops. There’s a lot of history here, especially for Black communities. To be part of that, to invest in that, and continue to see the growth in it, I mean, that’s valuable. It’s priceless. It can be complex at times, but it’s totally worth the time and investment to move forward.”

The GMF has committed $11.5 million as part of its two mission-related investments, or MRIs, in the ThriveOn Collaboration. MRIs are more complex and are longer-term investments than PRIs, and the GMF is looking to make more MRI deals in the future, McClendon said.

In the realm of education, the GMF funded the construction of Dr. Howard Fuller Collegiate Academy’s new high school in Bronzeville, across the street from ThriveOn King. The GMF announced in 2022 that it had committed a $2 million impact investment loan to support the project.

McClendon said the GMF strives to create generational wealth, economic mobility and job opportunities in Milwaukee through its impact investing efforts. It’s important to “reactivate some of these boarded-up buildings and houses” to help establish healthy communities, McClendon said.

“This is one of our tools that we use to create those opportunities to drive the mission to make the work work,” McClendon said. “So that’s one of our reasons of why behind it, like, what else can we do as a foundation to contribute and be that resource to help grow healthy communities? Impact investing is a tool, and we’re trucking along.”

Big gifts with big impact from 2024

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Many generous individuals and companies across southeastern Wisconsin support a wide range of causes in our community. While gifts of any size can make a big impact, here is a roundup of some of the biggest gifts and fundraising efforts from the past year:

The Rep reaches fundraising goal to rebuild theater complex

The Milwaukee Repertory Theater announced in September that it reached its $78 million fundraising goal for the Associated Bank Theater Center project. Nearly 600 donors contributed to the Powering Milwaukee Capital Campaign, which was kept open to raise additional funds for items that were previously removed from the project’s plan in order to cap the cost at $78 million. The Associated Bank Theater Center is being built in the same space as the Milwaukee Rep’s Patty & Jay Baker Theater Complex at 108 E. Wells St. in downtown Milwaukee and is set to open in fall 2025. While the $78 million raised for the project came from private philanthropy, the State Building Commission later approved $1.9 million in state funding for items removed from the renovation plans.

Rendering of the Milwaukee Rep’s Associated Bank Theater Center.
Rendering of the Milwaukee Rep’s Associated Bank Theater Center. Credit: Milwaukee Rep

Brothers Marvin and Jeffery Levy donate $75 million to UW-Madison’s new engineering building

UW-Madison alumni Marvin and Jeffrey Levy operate the Madison-based alcoholic and non-alcoholic beverage supplier Phillips Distributing Corp. In September, the Levy brothers made a $75 million donation to UW-Madison in honor of their brother, Phillip A. Levy, who died in 2021. The new 395,000-square-foot building will be named the Phillip A. Levy Engineering Center and will need $347 million to complete. So far, the project has acquired $197 million in state funding and $110 million in private donations, including the $75 million from the Levy brothers. The project still needs just over $40 million to be fully funded.

John and Tashia Morgridge donate $10 million to Alverno College

John Morgridge, the former CEO and chairman of Cisco Systems, and his wife, Tashia, donated $10 million to Alverno College in August 2024. The donation was one of the largest donations in Alverno’s history and was made through their philanthropic organization, the TOSA Foundation. Kathy Hudson, the chair of the Alverno College board of trustees, said the Morgridges’ gift is “transformational.” The college is facing financial challenges. Earlier this year, Alverno announced plans to eliminate 25 faculty, 12 staff positions and reduce its undergraduate and graduate major options. The college also announced it would eliminate its track and field team.

Children’s launches massive fundraising campaign

Children’s Wisconsin announced a $300 million community fundraising campaign to support its child care services and research. The campaign, called “Brighter Than Ever,” is the largest campaign in the health system’s history and looks to raise $300 million by Dec. 31, 2025. Children’s Wisconsin has already raised $266 million toward that goal; the funds will support the organization’s efforts to improve the physical, dental, social and mental health of children across the state.

Children’s Wisconsin campus at the Milwaukee Regional Medical Center in Wauwatosa.
Children’s Wisconsin campus at the Milwaukee Regional Medical Center in Wauwatosa.

Other significant gifts in 2024:

  • The Lynde and Harry Bradley Foundation announced that it gave $15.7 million in grants to Wisconsin organizations in Milwaukee and throughout Wisconsin in 2023. Some of the largest donations were awarded to the Milwaukee Symphony Orchestra, the Badger Institute, the Wisconsin Institute for Law and Liberty, Concordia University, the Center for Urban Teaching and Seton Catholic Schools. The largest donation, a $2 million gift, was given to the Milwaukee Public Museum to support construction of its new building in downtown Milwaukee.
  • Clifford and Mildred Huck, the parents of five Marquette University alums, bequeathed $7 million for university scholarships. This gift contributed to Marquette University’s $801.7 million raised as a part of its Time to Rise campaign, the largest comprehensive campaign in the university’s history.
  • Kohl’s Corp. donated $5 million to the Alliance for a Healthier Generation to support health equity; $2.5 million to Milwaukee-area nonprofits Acts Housing, Boys & Girls Clubs of Greater Milwaukee, Greater Milwaukee Urban League, Milwaukee Art Museum, Ronald McDonald House Charities Eastern Wisconsin, Safe & Sound and the Zoological Society of Milwaukee, in support of the health and wellness of local families; and $1.5 million to Hunger Task Force to support the purchase and distribution of healthy foods across the greater Milwaukee area.
  • Northwestern Mutual pledged $3.9 million in grants to 57 Milwaukee schools and nonprofits, including Pilgrim Lutheran School, St. Marcus School, Dr. Howard Fuller Collegiate Academy and Milwaukee Academy of Science. The funding from the Northwestern Mutual Foundation is partially directed toward the Summer Teacher Project grants, which were awarded to 25 teacher-led initiatives. The other $1.9 million will support early childhood and K-12 education as well as “schools and nonprofit programs spanning from early childhood education to secondary completion.”
  • NBA Hall of Famer and former Marquette University basketball star Dwyane Wade donated $3 million to his alma mater to fund youth literacy, scholarships and the men’s basketball program.
  • Herb Kohl Philanthropies donated $2 million for construction of the new Milwaukee Public Museum. The gift created the Herb Kohl Education Fund, which will provide Wisconsin educators with free memberships to MPM’s new facility for its first three years. The fund will also give educators opportunities to utilize MPM as an educational resource for students.
  • The Zilber Family Foundation partnered with The Bridge Project to introduce Milwaukee’s first unconditional cash program for low-income, pregnant individuals in the city. The Zilber Family Foundation plans to invest roughly $1.57 million into the program, which will provide 100 eligible participants with unconditional cash assistance designed to support their needs during the early stages of their baby’s life.
  • The Eck Family Foundation donated $1.5 million to Marquette University to fund projects within the College of Health Sciences as well as an upcoming expansion to the Athletic and Human Performance Research Center. The gift intended for the College of Health Sciences will focus on projects aimed at applying new technologies, therapies and research to address substance use disorders while the portion directed to the athletic center will support the development of a new men’s basketball practice facility that will be created as part of the building’s expansion.
  • The Kohler Trust for Clean Waters donated $1.3 million to UW-Milwaukee for a research vessel for the School of Freshwater Sciences. The donation brings the university within $3.5 million of the $20 million needed to begin construction of the 120-foot craft.
  • The Dohmen Company Foundation donated $1 million to FoodCorps, a national nonprofit that partners with schools and communities to nourish children’s health, education and sense of belonging. The foundation’s gift will support FoodCorps’ Nourishing Futures initiative, an effort that seeks to ensure all 50 million students in the United States have food, education and access to nourishing, free meals in schools by 2030.
  • The Metropolitan Milwaukee Association of Commerce and UnitedHealthcare of Wisconsin will donate $600,000 to All-In Milwaukee over the next four years. The gift will support 30 students attending public, private and charter schools in Milwaukee and will assist them on their paths to graduate from a local college and enter the workforce in southeastern Wisconsin. The donation will go to students starting college and majoring in the health sciences at area universities in the fall of 2024 and 2025.

Marquette University names Provost Kimo Ah Yun its next president

After six months of searching for its 25th president, Marquette University announced Wednesday that Provost Kimo Ah Yun has been unanimously elected to serve as the school’s next leader.

Ah Yun was elected by the Marquette Board of Trustees during a special board meeting.

He succeeds Michael Lovell, who led Marquette University from 2014 until the time of his death on June, 9, 2024. Lovell had sarcoma, a rare form of cancer. Since his death, Ah Yun has been serving as both provost and acting president.

Ah Yun joined Marquette in 2016 as dean of the Diederich College of Communication. He was named acting provost in 2018 and then permanent provost and executive vice president for academic affairs in 2019. He is the first person of color to lead Marquette.

“Dr. Kimo Ah Yun is a proven leader who has demonstrated an extraordinary commitment to Marquette University’s Catholic, Jesuit mission, vision and values,” said Todd Adams, chair of Marquette’s board of trustees. “As provost and acting president, he has been a leader in the university’s proactive efforts toward continuous improvement to ensure Marquette thrives for generations to come. Marquette is in a strong position in a challenging environment for higher education, and the board of trustees has full confidence in his ability to provide the stability necessary to lead Marquette forward to achieve our vision of being among the most innovative and accomplished Catholic, Jesuit universities in the world.”

Throughout Ah Yun’s nearly six years as provost at Marquette, he has focused on enhancing community and belonging campuswide; investing in student success across academics, financial support and personal well-being; improving the lived experience for participating faculty and graduate students; increasing undergraduate student retention and improving graduation rates and first destination outcomes; and addressing complex challenges in the higher education landscape, according to an announcement from the school.

“At Marquette, we take seriously our mission to serve God by serving our students. My top priority is ensuring we continue to provide a transformational education for our students so that our graduates are problem-solvers and agents of change,” said Ah Yun. “Grounded in its Catholic, Jesuit mission, Marquette was founded on the promise of educational access, and as we approach our 150th anniversary, students remain at the heart of all that we do. I look forward to continuing to work closely with our faculty, staff, students, alumni and Milwaukee community in our continuous pursuit of excellence, faith, leadership and service.”

Hotels open at Poplar Creek Town Center development in Brookfield

A two-hotel complex, called The Marriott Center has opened at the Poplar Creek Town Center development in Brookfield.

The hotels consist of a 104-room Residence Inn by Marriott hotel and a 121-room Courtyard by Marriott hotel.

The hotels are owned and developed by Hales Corners-based Wimmer Communities and managed by Fairfax, Virginia-based Crescent Hotels & Resorts.

The Poplar Creek Town Center project is a $120 mixed-use development that includes residential units, retail and office space, in addition to the hotels. It is located on the north side of Bluemound Road in the Town of Brookfield, across the road from The Corners of Brookfield.

“When conceptualizing The Marriott Center, we focused on seamlessly integrating it with the Poplar Creek Town Center,” said John Wimmer, executive vice president of Wimmer Communities. “Our goal was to elevate the hotel experience and ensure both properties positively impacted all our guests. We take pride in cultivating a warm, welcoming environment for everyone who visits.”

“A town center should be the heart and soul of the community, cultivating a sense of place for residents and visitors alike. Poplar Creek Town Center has done just that by providing a sense of belonging, coupled with premier services to guests, residents, and visitors. Our partnership with Wimmer Communities for The Marriott Center has been exceptionally rewarding, and we eagerly anticipate expanding our collaboration with future projects,” said Michael George, founder and CEO of Crescent Hotels & Resorts.

Blue Angels to headline 2025 Air & Water Show in Milwaukee

The U.S. Navy’s Blue Angels will headline Milwaukee’s WaterStone Bank Air & Water Show from July 18-20 at its staple lakefront location hosted by Milwaukee County Parks. Waterstone Bank will continue its long-standing sponsorship for the 2025 show, according to remarks from Paul Rogers, founder and president of the Milwaukee Air & Water Show, at a press conference Wednesday morning.

Paul Rogers

Six FA-18 jets will be featured in the show with jets 1-4 demonstrating group maneuvers and jets 5-6 demonstrating solo maneuvers. Narrator of the 2025 show and pilot of an FA-18 Super Hornet Major Scott “Goldie” Laux will fly in a day early in a seventh jet. An eighth C-130 Hercules jet donned “Fat Albert” will fly also as a logistics jet throughout the show. Between 60 and 80 personnel will accompany the Blue Angels event team for the duration of the weekend.

“(The show) is fantastic especially for a place like Milwaukee that doesn’t have a strong Navy and Marine Corps presence necessarily,” said Maj. Laux.

Major Scott “Goldie” Laux

In addition to the Blue Angels, the 128th Air Refueling Wing will fly a Boeing KC-135 jet alongside several F-35 jets from the Madison area, according to Colonel Charles Merkel from the 128th Air Refueling Wing in Milwaukee.

The show usually draws about 150,000 people to Milwaukee’s lakefront over three days, including Friday’s practice day. The 2024 Air & Water Show shared an especially busy weekend in Milwaukee with Harley Homecoming and German Fest happening just down the road. Jerry Breske, owner of Brookfield-based Trinity Construction, said even with the chaos of the weekend, the 2024 show was still a success. Trinity is one of several companies hired to take down tents and clean up the lakefront area after the show.

The Blue Angels headlined the Milwaukee Air & Water show in 2017, 2022 and 2023. The most recent 2024 show was headlined by the U.S. Air Force Thunderbirds.

FA-18 Super Hornet

🔒 Three Leaf acquires four Walworth industrial buildings for $9.5 million

Milwaukee-based Three Leaf Partners purchased a four-building industrial portfolio in Walworth for $9.5 million.

The buildings, which have a total of about 228,500 square feet, are all occupied by Novares, a manufacturer of plastic car parts. Novares will continue as a tenant in the buildings, according to Three Leaf.

Located at 100 and 820 Wisconsin St. and 837 and 850 Walworth St., the properties were sold by an affiliate of Rochester, New York-based Royal Oak Realty Trust, according to state property records.

Three Leaf, known primarily for multi-family residential developments, has recently started acquiring industrial buildings as investment properties including the Federal Tool & Engineering building in West Bend.

This outstanding asset continues execution of TLP’s industrial acquisition strategy of acquiring well-located high quality industrial assets,” Three Leaf said in a statement.

🔒 Kenosha hotel sold for more than $5 million

The Country Inn & Suites in Kenosha was recently sold for $5.2 million, according to state property records.

Built in 1998, the 89-room hotel, 7011 122nd Ave., was purchased by a Madison-based entity that also owns hotel properties in Dane County like the Econo Lodge, state records show. It was sold by a Bristol-based entity called HKM Hotel LLC.

The hotel is located at the intersection of I-94 and 75th Street and is surrounded by seven other hotels including a Value Inn, Super 8 and Hampton Inn, among others.

The property has an assessed value of $4.3 million, according to Kenosha County records.

🔒 Owner of Poolblu in Lake Geneva pleads guilty after failing to pay employment taxes

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The owner of Poolblu in Lake Geneva faces up to five years in prison and a $250,000 fine after he plead guilty to failing to pay employment taxes.

William Gallagher, owner and manager of Poolblu, was accused of failing to pay more than $258,000 in payroll taxes earlier this year.

On Oct. 22, a federal grand jury returned an indictment charging Gallagher with 12 counts of failure to truthfully account for and pay over employment taxes for each quarter in tax years 2018 through 2020.

Payroll taxes include federal income taxes, Social Security taxes and Medicare taxes that are taken from the wages a business pays to its employees.

Poolblu employed approximately 15 workers. Gallagher was required to withhold federal income taxes, Social Security taxes, and Medicare taxes from his employees’ wages, hold those amounts in trust, and pay them over to the IRS. Gallagher was also responsible for filing quarterly tax returns.

Gallagher was also required to pay the employer’s matching portion of Social Security and Medicare taxes. For each quarter of tax years 2018 through 2020, Gallagher failed to pay over these taxes.

Since 2014, Gallagher has failed to pay the IRS more than $606,000. Sentencing is scheduled for Jan. 30, 2025.

L.A.-based wealth advisory firm acquiring Mequon-based Pegasus Partners

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Los Angeles-based wealth advisory firm Lido Advisors is acquiring Mequon-based registered investment advisory firm Pegasus Partners.

Founded in 2015, Pegasus specializes in comprehensive wealth management and family office solutions for ultra-high-net-worth families, with a focus on investment management, financial planning, family wealth transfers, and alternative investments. The firm had $3.1 billion in assets under management and an additional $3.1 billion in assets under advisement as of the end of 2023.

Lido Advisors has $24 billion in regulatory assets under management and 15 physical offices across the United States.

All 22 members of Pegasus will be joining Lido, with the majority becoming partners.

“In Lido, we saw a partner who shares our mission of putting client interests first, and serving them with deep investment capabilities, selective alternatives, and advanced wealth planning,” said Todd Krieg, founder and chief executive officer of Pegasus Partners. “With Lido we are aligned in building a brand that embodies excellence. Together, we will work to continuously enhance the investment and wealth planning advice that we offer to the families, foundations, and institutions we work with. Simply put, we are excited for the many opportunities as one firm.”

West Bend Insurance Company is excited to welcome two new officers to its leadership team: Dee Brown and Bob Cataldo

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West Bend Insurance Company is excited to welcome two new officers to its leadership team. Dee Brown joins as senior vice president and chief human resources officer, bringing over 25 years of HR expertise and a passion for community service. Bob Cataldo has been named vice president and chief investment officer, with more than 30 years of investment management experience. President and CEO Rob Jacques said, “Their exceptional experience aligns with our strategic goals and will help us build stronger relationships with agents, associates, and policyholders.”

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