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Projected Transfer Of Wealth In The Holland Zeeland Area
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Projected Transfer Of Wealth In The Holland Zeeland Area

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Surprising research on the projected intergenerational Transfer of Wealth in the Holland/Zeeland Area and a variety of opportunities for sustaining the unique Quality of Life we enjoy.

Surprising research on the projected intergenerational Transfer of Wealth in the Holland/Zeeland Area and a variety of opportunities for sustaining the unique Quality of Life we enjoy.


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Transcript

  • 1. Securing Our Future
    The power of giving together
  • 2. Wealth Transfer
    A likely scenario for Michigan and the U.S.
  • 3. Holland/Zeeland Area
    Population: 100,000
    $9.88 billion in theHolland/Zeeland Area
    $228,000 per household
    Surprising wealth: Michigan
  • 4. Surprising wealth transfer in next 50 years
    $53 trillion in United States
    $972 billion in Michigan
    $11.57 billion in the Holland/Zeeland Area
    $276,000 per household
  • 5. COMMUNITY WEALTH
    Yesterday
    For generations, people lived entire livesclose to their birthplace
    Community wealth passed from generation to generation, but stayed in the Holland/Zeeland area
  • 6. COMMUNITY WEALTH
    Today
    Many of the next generation no longerlive in our community
    Once the wealth leaves our community,it will never return
  • 7. Community
    Taxes
    Heirs
    PASSING WEALTH FROM ONE GENERATION TO THE NEXT
    Three beneficiaries
  • 8. Invest 5% of our wealth asa legacy for future generations
    5%
    INCREASING OUR COMMUNITY’S SHARE
    Secure Our Future
  • 9. $578 million in 50 years
    $75 million in 10 years
    Community Foundation of the Holland/Zeeland Area
    5% for future generations
  • 10. LOOKING AHEAD
    The next 10 to 20 years
    Critical to the Holland/Zeeland area’s future
    Opportunity to retain 5% of the Holland/Zeeland area’s wealth for future generations
  • 11.
    • Much of the Holland/Zeeland area’s wealth has been transferred to communities in California, Arizona, Texas and beyond.
    LOOKING AHEAD
    Two possible scenarios
    The Holland/Zeeland area has a robust community endowment and a secure future; or
    ,
  • 12. LOOKING AHEAD
    Give a gift to our future
    We’ve lived here
    We’ve worked here
    The Holland/Zeeland area has been good to us
  • 13. YEAR 25
    YEAR 1
    YEAR 15
    YEAR 50
    $100,000 in cumulative grants and services
    $158,000 balance
    $200,000 in cumulative grants and services
    $213,000 balance
    $625,000 in cumulative grants and services
    $355,000 balance
    Establish a Family Fund
    $100,000 gift
    Initial gift has been invested:
    6+ TIMES
    1 TIME
    2 TIMES
    LOOKING AHEAD
    One gift, many generations
    assumes 5% annual payout and 8.5% rate of return
  • 14. YEAR 10
    YEAR 50
    $ 75 million charitable gifts
    $ 16 milliontotal grants
    $ 86 million community endowment
    $ 578 million charitable gifts
    $ 1.16 billiontotal grants
    $ 1.25 billion community endowment
    If 5% of estates transfer to our community foundation endowment…
    LOOKING AHEAD
    Many gifts, many generations
  • 15. The plan: Securing Our Future
    • Remember heirs and tax obligations
    • 16. Give back to the community
    for good…for ever
  • 17. SECURING OUR FUTURE
    The payoff
    Permanent legacy for donor
    Source of pride for heirs
    Stronger community for all
  • 18. SECURING OUR FUTURE
    Permanent legacy
    Endowed named fund
    Targeting causes you care about most
    Grants awarded in the name of your fund for generations to come
  • 19. SECURING OUR FUTURE
    Source of pride
    Give back to your community
    Model values for the next generation
    Honor family heritage
  • 20. SECURING OUR FUTURE
    Stronger community
    Causes that move you
    Enrich education · Safeguard health · Improve neighborhoods · Cultivate arts · Protect environment · Strengthen families
  • 21. GRANTS THAT MAKE A DIFFERENCE
    Enrich education
  • 22. GRANTS THAT MAKE A DIFFERENCE
    Safeguard health
  • 23. GRANTS THAT MAKE A DIFFERENCE
    Improve neighborhoods
  • 24. GRANTS THAT MAKE A DIFFERENCE
    Cultivate arts
  • 25. GRANTS THAT MAKE A DIFFERENCE
    Protect environment
  • 26. GRANTS THAT MAKE A DIFFERENCE
    Strengthen families
  • 27. GIVE THROUGH YOUR COMMUNITY FOUNDATION
    Charities that touch your life
    Option to designate a local nonprofit
    Evergreen Commons; The Boys and Girls Club; Resthaven; The Macatawa Greenway Partnership; The Holland Chorale; Zeeland Public Schools; Zeeland Christian Schools; Community Action House; The Center for Women in Transition; The Holland Rescue Mission; Disability Network; Hospice of Holland
  • 28. GIVE THROUGH YOUR COMMUNITY FOUNDATION
    Ever-changing opportunities and needs
    Community Legacy Fund
    Together, we can grow a permanent endowment that is flexibleand relevant through changing times. We can build security and prosperity for future generations.
  • 29. Char Amante
    Jack and Marlies DeWitt
    Jim and Ginger Jurries
    Paul Lane
    David and Carol Myers
    Jerry and Elsie Redeker
    Evelyn Van Dorp
    GIVE THROUGH YOUR COMMUNITY FOUNDATION
    The power of giving together.
    Securing Our Future: leaders
  • 30. GIVE THROUGH YOUR COMMUNITY FOUNDATION
    We accept a wide variety of assets.
    Securing Our Future: options
    Outright Gifts
    Bequest by Will
    Beneficiary Designation
    Charitable Gift Annuity
    Charitable Remainder Trust
    Charitable Lead Trust
    Life Estate Contract
  • 31. GIVE THROUGH YOUR COMMUNITY FOUNDATION
    Three easy giving strategies
    Give highly appreciated assets during your lifetime
    Give retirement assets throughyour estate
    Designate the Community Foundation as an insurance policy or retirement account beneficiary
  • 32. Insert Logo
    Secure Our Future today
    • Assess your estate value
    • 33. Calculate a percentage for your community
    • 34. Determine most advantageous asset to give
  • Everyone can be a philanthropist
  • 35. Insert Logo
    Community Foundation of the Holland/Zeeland Area70 W 8th Street, Suite 100Holland, Michigan 49423www.CFHZ.org