Intergenerational Transfer of Wealth: Review of Trends from Across the Country

We are witnessing an unprecedented transfer of wealth from one generation to the next. Historically, people lived their entire lives close to their birthplace and as wealth passed from one generation to the next, most stayed in the same community. This is no longer true, and once the wealth leaves our communities, it may never return.

The Transfer of Wealth study provides a research-based estimate of your region’s assets – homes, businesses, investments – that will transfer between generations within the next 10 and 40/50 years. This wealth, when combined with active donor or legislative engagement, makes available charitable giving and enhances philanthropic investing opportunities to improve the quality of life for our communities into the future.

Join Ben Winchester, a Rural Sociologist with the University of Minnesota Extension, to learn more about trends in transfer of wealth research across the country.   

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This program is for members of the following Philanthropy Support Organizations: Council of New Jersey Grantmakers, Florida Philanthropic Network, Grantmakers of Western Pennsylvania, Maryland Philanthropy Network, North Carolina Network of Grantmakers, NY Funders Alliance, Philanthropy Network of Greater Philadelphia, Philanthropy West Virginia, Wisconsin Philanthropy Network.