2.  Publicly supported charity
 Governed by a board of private citizens with
knowledge of the community
 Administers individual funds that have been
contributed or bequeathed
 Serves three publics:
◦ Donors
◦ Nonprofit sector
◦ Community as a whole

3.  How we help donors
◦ Donor advised funds
◦ Designated funds
◦ Supporting organizations
◦ Named endowment funds (donors can make them
restricted or unrestricted)

4.  How we help nonprofits
◦ Agency funds
◦ Grants from donor advised funds
◦ Grants from endowed funds (competitive grant
process)
◦ Training and capacity building

5.  Ofthe $10.9 million in grants
distributed in 2011
◦ 71% were from donor advised funds
◦ 19% were from endowed funds (competitive grants)
◦ 10% were from scholarship funds

6. When does
$2.9 million – $9.3 million
=
$5.1 million

7.  How much wealth is expected to
transfer from one generation to
the next
 When those transfers of wealth
are expected to occur

8.  Largestunder-developed
financial resource
 Timing is critical

9.  Creates conservative scenarios (not
predictions)
 Establishes a base year and estimates current
net worth (2010)
 Uses inflation adjusted dollars
 Discounts some assets (jewelry, cars, stamp
collections, closely-held farms/family
businesses)
 Estimates timing of deaths based on
demographic projections

10.  Raise awareness about opportunities
 Identify wealth in poor places
 Create a call to action
 Refine donor targeting and
development

11. Give you personal
information for specific
individuals

12. A Transfer of Wealth Study
is a
Tool
That can tell you where to
look and what to look for

21.  Homeowners without mortgages
 People ages 64-74
 Business owners

22. Period Bandera Bexar Comal Guadalupe Kendall Kerr San Antonio
2011-2015 6.0% 7.3% 5.4% 5.7% 5.2% 9.7% 7.0%
2016-2020 6.8% 7.7% 6.1% 6.3% 6.0% 9.7% 7.5%
2021-2025 7.6% 8.2% 7.0% 7.1% 7.0% 9.6% 8.0%
2026-2030 8.5% 8.9% 8.0% 8.0% 8.1% 9.8% 8.8%
2031-2035 9.5% 9.5% 9.2% 9.0% 9.3% 9.9% 9.5%
2036-2040 10.4% 10.1% 10.2% 10.1% 10.4% 10.1% 10.1%
2041-2045 11.3% 10.8% 11.3% 11.2% 11.5% 10.1% 10.9%
2046-2050 12.2% 11.5% 12.6% 12.5% 12.7% 10.2% 11.7%
2051-2055 13.4% 12.5% 14.3% 14.2% 14.2% 10.4% 12.8%
2056-2060 14.5% 13.4% 15.9% 15.8% 15.7% 10.4% 13.8%

24. So, what can a
Transfer of Wealth
Study do?

25. What if just 5% were given back to
the community through legacy
giving.

27. If just 5% of all estates were placed in an
endowment over the next 50 years, an annual
distribution of 5% would generate an additional
$932 million in grants to the community.
That is like having 93 more Kronkosky
Charitable Foundations or San Antonio Area
Foundations to submit grants to.

28. Even in the poorest
communities, there is opportunity
for philanthropy and giving back.

29. 2010 Current Net Worth 10-Year TOW 50-Year TOW
Value PHH Value PHH Value PHH
Place Billions Thousands Billions Thousands Billions Thousands
Bandera $1.59 $198.6 $0.32 $40.2 $3.72 $464.4
Bexar $88.54 $206.6 $21.97 $51.3 $257.87 $601.7
Comal $10.74 $312.6 $2.45 $71.2 $39.67 $1,154.8
Guadalupe $9.17 $243.0 $2.23 $59.2 $45.01 $1,193.0
Kendall $5.13 $302.6 $0.87 $51.4 $14.59 $861.1
Kerr $3.56 $225.5 $1.48 $93.9 $11.99 $758.7
San Antonio $118.72 $219.3 $29.33 $54.2 $372.85 $688.7

30. In rural communities, estates are
passed to children who have
moved away or didn’t grow up in
the area and have no interest in
investing in social or economic
development.

31. Research can be used to identify
new donor communities and their
philanthropic areas of interest.

32. Boomburbs – 4.2%
 Median age is 33.8 years
 Mostly white
 Median household income $110,681
 Median net worth $387,651
 Median home value is $282,689

33. Boomburbs
 Buy household furnishings, toys and
games, men’s business and casual
clothes, big-screen TVs, own or lease full-
size SUVs.
 Well-insured, holding life insurance policies
of $500K or more.
 Go online frequently to buy flowers and
tickets to sports events, trade and track
investments, do banking and make travel
plans.

34. Up and Coming Families – 8.9%
 Annual household growth rate of 4.56%
 Median age of 31.9 years
 Mostly white but diversity is increasing
 Median household income $76,135
 Median net worth is $175,142
 Median home value is $175,637

35. Up and Coming Families
 Family and home dictate products they buy –
baby equipment, children’s clothing, basic
household furniture and lawn items.
 Most likely own SUV or minivan.
 Eat out at family restaurants and buy fast
food and takeout.
 Play softball, take children to the zoo or Sea
World. Listen to country, soft rock or
contemporary hit radio.

36. Prosperous Empty Nesters
 Median age is 48.9 years but 6 in 10 are age
55 or older
 Approximately 90% white
 Median household income is $67,295
 Median net worth is $261,595
 Median home value of $193,784

37. Prosperous Empty Nesters
 Value health and financial well-being
 Investments include annuities, certificates of
deposit > 6 months, mutual funds, money
market funds, tax-exempt bonds and common
stock.
 Hold universal life insurance policies
 Exercise regularly and take multitude of vitamins.
 Attend golf tournaments and sports events
 Likely to own or lease a luxury car.

38. Current net worth for
Bexar County is
$88.54 Billion

39. $22 Billion is expected to
transfer between
generations over the next
10 years

40. If just 5% were endowed for the
community and 5% distributed
each year, there would be an
additional $55 million in grants
for local nonprofits.

41. $258 Billion is expected to
transfer between
generations over the next
50 years

42. If just 5% were endowed for the
community and 5% distributed
each year, there would be an
additional $645 million in grants
for local nonprofits.

43.  With your Executive Director
 With your Board
 With your Donors

44.  Create messaging about 5%
◦How much it is
◦What it can do

45.  Educate professionals
◦Attorneys (estate planning &
small business)
◦CPAs
◦Financial Planners

46.  Spread the word!
◦ Workshops
◦ Media campaigns
◦ Giving Day 2013