IAG Charitable Foundation

Quick Stats

• Annual Giving: Data not publicly available
• Success Rate: Not publicly disclosed
• Decision Time: Not publicly disclosed
• Grant Range: Data not publicly available
• 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. The foundation supports a diverse range of causes including education, healthcare, faith-based organisations, and community services. As a private foundation working through NCF, it maintains specific requirements related to organisational alignment and Christian values.

Funding Priorities

Grant Programmes

The foundation operates a single grant programme with rolling applications accepted through an online portal. Specific grant amounts are not predetermined or publicly disclosed.

Priority Areas

The foundation appears to support:

• Education: Schools and educational programmes
• Health & Medical: Disease research and support organisations
• Faith-Based Organisations: Churches and religious institutions
• Children & Families: Organisations serving children and families
• Social Services: Food security and community support
• Christian Ministries: Organisations with Christian mission alignment

What They Don't Fund

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

Governance and Leadership

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

Application Process & Timeline

How to Apply

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

• Organisation 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: Organisation must align with the firm's core values
3. NCF Standards: Organisation must meet standards established by the National Christian Foundation

Decision Timeline

Decision timeline information is not publicly available. Prospective applicants should contact the foundation directly regarding expected response times.

Success Rates

Success rate data is not publicly disclosed.

Reapplication Policy

Reapplication policy is not explicitly stated. Organisations 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 organisations 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: Organisations 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 suggests 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). Organisations 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: The foundation appears to support a wide range of causes including education, health, faith, children's services, and community support. Organisations 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 organisation has board members, donors, volunteers, or supporters connected to IAG.
• Christian values matter: Through NCF partnership, the foundation prioritises organisations with Christian mission alignment. Faith-based organisations and Christian ministries may have an advantage.
• Grant amounts not disclosed: The foundation does not publicly disclose typical grant amounts. Applicants should specify their requested amount in the application.
• 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 organisational 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 organisations.

References

• IAG Wealth Partners - The IAG Charitable Foundation page: https://iagwealthpartners.com/iag-charitable-foundation/ (Accessed December 23, 2025)
• Cause IQ - Albany, NY foundations directory (reference to IAG Charitable Foundation EIN 93-4406877): https://www.causeiq.com/directory/foundations-list/albany-schenectady-troy-ny-metro/ (Accessed December 23, 2025)
• National Christian Foundation information regarding grant eligibility and donor-advised funds: https://www.ncfgiving.com/ (Accessed December 23, 2025)

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.