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IAG Charitable Foundation

Grant Range
$1K - $0.0M
Decision Time
1mo

IAG Charitable Foundation

Quick Stats

  • Annual Giving: Data not publicly available
  • Success Rate: Not publicly disclosed
  • Decision Time: Minimum 30 days
  • Grant Range: Varies (recent grants suggest smaller amounts in the $1,000-$2,000 range)
  • Geographic Focus: Primarily Wisconsin and surrounding regions

Contact Details

Website: https://iagwealthpartners.com/iag-charitable-foundation/

Waukesha Office:

  • Phone: (262) 446-8150
  • Address: N19W24200 Riverwood Dr, Suite 150, Waukesha, WI 53188

Janesville Office:

  • Phone: (608) 743-0251
  • Address: 1 Parker Plc, Suite 300, Janesville, WI 53545

Overview

The IAG Charitable Foundation (EIN: 93-4406877) was established as an extension of IAG Wealth Partners' commitment to impact local communities and beyond. The foundation provides monetary grants facilitated through the National Christian Foundation (NCF) to support charitable causes aligned with the firm's values. In Q1 2025, the foundation awarded $9,000 to seven organizations including St. Marcus, Montessori School of Waukesha, Babies & Beyond, The Vine Lutheran Church, Leukemia & Lymphoma Society, Chosen, and Feeding America. The foundation appears to support a diverse range of causes including education, healthcare, faith-based organizations, and community services. As a private foundation working through NCF, it maintains specific requirements related to organizational alignment and Christian values.

Funding Priorities

Grant Programs

The foundation operates a single grant program with rolling applications. Specific grant amounts are not predetermined but recent awards suggest grants typically range from approximately $500 to $2,000 per organization. Applications are accepted on a rolling basis through an online portal.

Priority Areas

Based on recent grant recipients, the foundation supports:

  • Education: Schools and educational programs (Montessori School of Waukesha, St. Marcus)
  • Health & Medical: Disease research and support organizations (Leukemia & Lymphoma Society)
  • Faith-Based Organizations: Churches and religious institutions (The Vine Lutheran Church)
  • Children & Families: Organizations serving children and families (Babies & Beyond)
  • Social Services: Food security and community support (Feeding America)
  • Christian Ministries: Organizations with Christian mission alignment

What They Don't Fund

  • Most private foundations (per NCF requirements)
  • Organizations that do not align with Christian beliefs and values (NCF restriction)
  • Organizations without clear affiliation to IAG Wealth Partners or its network

Governance and Leadership

The foundation is supported by Brett A. Hildebrand and operates under the umbrella of IAG Wealth Partners. Specific board or trustee information is not publicly available. The foundation partners with the National Christian Foundation for grant facilitation and vetting.

Application Process & Timeline

How to Apply

Applications are submitted through an online form on the IAG Charitable Foundation website. The application requires:

  • Organization name and contact information
  • Desired grant amount
  • Website and physical address
  • Detailed description of intended fund usage
  • Information about how the applicant learned of the foundation

Requirements for Approval

The foundation evaluates applications based on three specific criteria:

  1. IAG Affiliation: Applicant must demonstrate clear affiliation with IAG Wealth Partners or its network
  2. Values Alignment: Organization must align with the firm's core values
  3. NCF Standards: Organization must meet standards established by the National Christian Foundation

Decision Timeline

The foundation provides responses within a minimum of 30 days from submission. The actual decision time may vary based on application volume and review requirements.

Success Rates

Success rate data is not publicly disclosed.

Reapplication Policy

Reapplication policy is not explicitly stated. Organizations are encouraged to contact the foundation directly regarding reapplication.

Application Success Factors

Critical Requirement - IAG Affiliation: The most important factor for success is demonstrating a "clear affiliation with IAG." This suggests that organizations without existing connections to IAG Wealth Partners, its clients, employees, or professional network may face significant barriers to funding. Prospective applicants should be prepared to articulate their relationship to IAG.

Values Alignment: Organizations must align with IAG Wealth Partners' core values. While the specific core values are not detailed on the website, the foundation's partnership with NCF and recent grant recipients suggest an emphasis on Christian values, community service, and family-oriented missions.

NCF Vetting: All grant recipients must pass NCF's vetting process, which includes verification that nonprofits align with Christian values and are public charities (not private foundations). Organizations should ensure they meet IRS 501(c)(3) public charity status and can demonstrate Christian mission alignment.

Clear Fund Usage: Applications must include a detailed description of how funds will be used. Specificity and accountability in fund usage plans appear important to the foundation's decision-making.

Diversity of Causes: Recent grant recipients show the foundation supports a wide range of causes including education, health, faith, children's services, and community support. Organizations should not assume they are excluded simply because they work in a different sector.

Key Takeaways for Grant Writers

  • IAG connection is essential: Without demonstrable affiliation to IAG Wealth Partners or its network, approval is unlikely. Consider whether your organization has board members, donors, volunteers, or supporters connected to IAG.
  • Christian values matter: Through NCF partnership, the foundation prioritizes organizations with Christian mission alignment. Faith-based organizations and Christian ministries may have an advantage.
  • 30-day minimum response time: Plan accordingly if you have time-sensitive funding needs. The decision process takes at least one month.
  • Smaller grant amounts: Recent awards suggest grants typically in the $500-$2,000 range. This is a small-scale funder appropriate for specific projects or supplemental funding.
  • Rolling applications: No fixed deadlines means you can apply when ready, but also no predictable funding cycles to plan around.
  • Expect detailed vetting: NCF standards require thorough organizational review. Have your 501(c)(3) documentation, mission statement, and Christian values alignment ready to demonstrate.
  • Regional focus: While not explicitly stated, the foundation's connection to Wisconsin-based IAG Wealth Partners suggests preference for Wisconsin and Midwest organizations.

References

Note: While the EIN 93-4406877 appears in some databases with an Albany, NY location, the operational foundation appears to be based in Waukesha, Wisconsin through IAG Wealth Partners. This discrepancy may reflect registration location versus operational headquarters.

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