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Surprising wealth transfer in next 50 years

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Presentation on theme: "Surprising wealth transfer in next 50 years"— Presentation transcript:

1 Surprising wealth transfer in next 50 years
Donation Amount 2010 2009 2008 2007 2006 2005 2004 Total $1000 or less 1452 1069 1297 656 424 213 83 3,803 $ $30,000 443 386 485 319 177 181 93 1,954 $30,001 - $100,000 36 34 69 45 37 10 239 $100,000 + 40 15 30 20 18 13 115 Total Donations 1,971 1,504 1,881 1,040 655 449 199 7,834 Surprising wealth transfer in next 50 years And it’s a program created by the Iowa Legislature that can involve everyone! Donors giving any amount can utilize Endow Iowa to make their charitable gift go further. Of the more than 7,800 donations, more than 3800 were for gifts of 1,000 or less… and 115 were for gifts of more than $100,000. People from all walks of life and with a wide range of means can utilize Endow Iowa to make more sustainable communities for all of us. $41 trillion in United States $531 billion in in Iowa through probate estates alone $XXX billion in [County] $XXX,XXX per probated estate

2 Surprising wealth transfer in next 50 years
Credits Awarded in $s Contributions Leveraged by Credits # of CFs/Affiliates Having Donors Who Received Credits 2010 (through ) $3,426,512 $13,918,149 71 2009 $1,977,869 $9,889,344 78 2008 $3,155,395 $15,839,702 68 2007 $2,000,000 $10,099,984 51 2006 $10,503,850 30 2005 $10,000,000 23 2004 $1,003,773 $5,103,000 7 TOTAL ‘04-‘10 $15,563,549 $75,354,029 Average per/year= 47 Surprising wealth transfer in next 50 years This program has been widely successful since it began. In fact, it has leveraged more than $75 million and that number grows every day. $41 trillion in United States $531 billion in in Iowa through probate estates alone $XXX billion in [County] $XXX,XXX per probated estate


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