special thanks to our Benefactors and sponsors:$15,000 and above

Bader Philanthropies, Inc.; Daniel M. Soref Charitable Trust; Greater Milwaukee

Foundation, The Lynde and Harry Bradley Foundation

$5,000 - $14,999Siebert Lutheran Foundation; The Jane Bradley Pettit Foundation; Joseph and

Vera Zilber Family Foundation

$1 - $4,999Alliant Energy Foundation; Charles D. Jacobus Family Foundation; Community

Foundation for the Fox Valley Region; CUNA Mutual Group Foundation;

Great Lakes Higher Education Guaranty Corporation; Helen Bader Institute

for Nonprofit Management; Herb Kohl Philanthropies; Madison Community

Foundation; Mary Anne Martiny; Northern Trust Company; Oshkosh Area

Community Foundation; Prairie Springs: The Paul Fleckenstein Trust; Rockwell

Automation; Susie Stein and Children Donor-Advised Fund

special thanks to our leadership developMent initiative Benefactors:

Bader Philanthropies, Inc.; Charles E. Benidt Foundation; Daniel M. Soref Charitable

Trust; Greater Milwaukee Foundation; Joseph and Vera Zilber Family Foundation;

Katz Family Foundation; Prairie Springs: The Paul Fleckenstein Trust; R A Stevens

Foundation; Rockwell Automation; The Brico Fund; The Saint John Fund; The

Grandone Family Fund

• • •our leadership developMent initiatives:

As part of WPN’s commitment to forging community collaborations, we actively

engage social entrepreneurs, impact investors and consultants in our work to spur

innovation in the sector.

• Leadership Advanced is an innovative approach to leadership development for

nonprofit and grantmaker executive directors and senior managers. WPN

coordinates this nine-session professional development training with facilitators

Steve Zimmerman, Spectrum Nonprofit Services; and Mary Stelletello, Vista

Global Coaching and Consulting.

• The Sustainability and Impact Project, facilitated by Jeff Snell, Ph.D., founder

of Midwest Social Innovation LLC, and Steve Kuper, Innovative Learning

Strategies, is an executive education project designed for nonprofit leaders

interested in designing and implementing their own social innovation model

that achieves sustainability and impact for their organization.

• The Sustainability and Impact Alumni Project, facilitated by AppRobo LLC, is an

executive education project designed for nonprofit leaders interested in using

design thinking and lean startup methods for exploring sustainable impact in

their organization for the communities they serve.

• The Wisconsin Leadership Development (WiLD) Project is led by Dan Grandone.

This leadership development effort teaches participants how to engage others

around their own core values, structure effective leadership teams, and make

strategic choices that lead to measurable, effective action for change.

Wisconsin Philanthropy Network15850 W. Bluemound Road, Suite 204

Brookfield, WI 53005262.317.6000

www.wiphilanthropy.org

2016 Annual Report

Educate.Connect. Enhance.

Board officers

Karen Wilken, Chair Kern Family Foundation

Steve Goldberg, Vice Chair CUNA Mutual Group Foundation Retired

Julie Bauer Alliant Energy Foundation

Marybeth CottrillBMO Harris Bank

Curt Detjen Community Foundation for the Fox Valley Region

Lisa HillerBader Philanthropies, Inc.

Amy Kerwin Great Lakes Higher Education Guaranty Corporation

Board MeMBers

Jason KohoutFoley & Lardner LLP

Kathryn LeverenzBrookhill Institute of Mathematics

Mary Anne Martiny, Past ChairThe Harley-Davidson Foundation Retired

Jay ScottPrairie Springs: The Paul Fleckenstein Trust and R A Stevens Foundation

Erin Frederick, SecretaryZilber Family Foundation

Ken Robertson, Treasurer Greater Milwaukee Foundation

By any measure, 2016 was a successful year at WPN. As we worked to continue our mission of advancing philanthropy throughout the state, we are proud to provide you with just a few examples of that success.

Our extensive palate of professional development and networking events were attended by over 400 members, prospective members or individuals from Wisconsin’s service-providing nonprofit organizations. Roundtable discussions, events such as Breakfast with a Grantmaker, notable speakers including Martha Taylor from the UW Foundation, and our ever-popular Grantmaker Bootcamp were just a few of these. Our biennial Wisconsin Gives Report reflected survey results from many of our state’s funders, and we added the Wisconsin Leadership Development (WiLD) Project to our community leadership development initiatives. Finally, we saw continued growth in our customized research services, with half of our membership taking advantage of this unique benefit.

The recent expansion of our membership categories to include higher education and healthcare foundations played a significant role in one of 2016’s most notable growth measures: 23 new members, 6 of which were from these new funding categories. We also welcomed new community, independent, and corporate foundation members, as well as corporate giving programs, donor-advised funds, individual philanthropists, federated funds and public funders to our network. Geographic diversity was a hallmark of this growth, with new members representing Dane County, Green Bay, the Fox Valley and Southeastern Wisconsin.

Also noteworthy was our continued advocacy of the Endow Wisconsin initiative that WPN is spearheading on behalf of Wisconsin’s 19 accredited community foundations. Designed to enhance individual and corporate financial support, Endow Wisconsin is a proposed tax credit that has the potential to increase Wisconsin philanthropic giving.

We invite you to take a closer look at WPN’s success through our 2016 Annual Report. We think you will agree it was another productive year as we strengthened our commitment to being your partner for effective giving. Most importantly, thank you for the role you, our members, continue to play in our 39-year tradition of growing Wisconsin’s philanthropic spirit. It is gratifying knowing that, together, we can positively impact so many lives in our local communities, nation, and world.

Karen Wilken Jill Van CalsterPresident and CEOBoard Chair

Kern Family Foundation

Northwest - 5North Central -2

Northeast - 4

Southwest - 20 Southeast - 82

GeoGraphic distriBution of Wpn MeMBers

WelcoMe to our 23 neW MeMBers!Southwest WisconsinMadison College Foundation, Nimick Forbesway Foundation, Stoughton Area Community Foundation, UW Foundation, Whitewater Community Foundation

Northeast WisconsinGreater Green Bay Community Foundation, Women’s Fund for the Fox Valley Region

Southeast WisconsinBecca Grace Foundation, Carroll University, Cream City Foundation, Direct Supply Foundation, Foley & Lardner LLP, Fort Atkinson Community Foundation, Froedtert & Medical College of Wisconsin Foundation, Fund for Lake Michigan, Gateway Technical College Foundation, JPMorgan Chase Foundation, Milwaukee Area Technical College Foundation, Milwaukee Bucks Foundation, Milwaukee Business Journal, National Investment Services, Susie Stein and Children Donor-Advised Fund, WHEDA Foundation

MeMBership coMposition

Private Foundations, 30%

CommunityFoundations, 17%

Individuals & Retirees, 4%Operational Foundations and Supporting Organizations, 6%

Corporate Foundations and Giving Programs, 28%

Other, 9%

4+9+17+30+28+6+6D113

Members*

Healthcare and Higher Education Foundations, 6%

2016 Wisconsin Gives report puBlished

WPN published its biennial report which provided a comprehensive look at the state of philanthropy in Wisconsin and throughout the United States.

Historically, WPN developed this report by accessing and compiling information from numerous national studies and data sources. However, this methodology posed several challenges.

Therefore, WPN has enhanced the report by undertaking a qualitative and quantitative study of Wisconsin grantmakers. This included an extensive survey seeking feedback from 383 of our state’s funders on the type and level of support awarded, as well as topics such as projections for the upcoming fiscal year, evaluation of their philanthropic impact, and their perception of the overall status of Wisconsin nonprofit service organizations.

http://wiphilanthropy.org/learn/wisconsin-gives/

* Consisting of nearly 600 individual grantmakers

52+31+5+1+11+D

Total$466,558

Membership Dues, 52%

Program Revenue, 1%

Grants/Donations, 31%

Program Related Revenue, 11%

Sponsorships, 5%

total assets ...............................................$700,339

total liaBilities ............................................$34,177total unrestricted assets ..........................$277,024 total teMporarily restricted assets ...........$389,138 cash and cash equivalents year end .........$537,384

source of funds(Unrestricted Activity Only)

39+7+10+8+27+9+DTotal$461,835

Outside Services, 9%

Research, 10%

Programs/Marketing, 27%

Building/Occupancy, 7%

Salaries/Fringe, 39%

use of funds(Unrestricted Activity Only)

financial overvieW

Functional Expenses, 8%

93% remain members so they can be part of the only philanthropic membership association in wisconsin.

95% remain members so they can network and learn from others in the field.

95% remain members so they can access up-to-date information and knowledge in the field.

2016 MeMBer satisfaction survey results

97% of members state that WPN is worth the investment primarily for their organization and for the good of the field.