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For Professional Advisors

We share your values and take the same care when it comes to helping our donors plan charitable gifts to the Archdiocese of Milwaukee.

Partner With Us

In your work as a professional advisor, you value professionalism, integrity and honesty, and you take the utmost care when serving your clients. We share your values and take the same care when it comes to helping our donors plan charitable gifts within the Archdiocese of Milwaukee.

We understand that gifts to charities such as the Archdiocese of Milwaukee and it's parishes can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients' charitable giving wishes are met. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible. Please feel free to contact us for more information or assistance.

Legal Business Information:
Legal Name:  Archdiocese of Milwaukee
Legal Address: 3501 S. Lake Drive, St. Francis, WI 53235
Tax Identification Number:  39-0807221
Date of Incorporation:  May 9, 1903
Contact: Bob Pfundstein 414-769-3583 or pfundsteinb@archmil.org

The Archdiocese of Milwaukee is tax exempt under section 501(c)(3) of the Internal Revenue Code. 

The material presented on the Planned Giving website is not offered as legal or tax advice.
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The Archdiocese of Milwaukee

3501 South Lake Drive
St. Francis, WI 53235

Phone:  (414) 769-3300
Toll-Free: (800) 769-9373
Fax:  (414)  769-3408