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.

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

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

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

33. Calculate a percentage for your community

35. Insert Logo Community Foundation of the Holland/Zeeland Area70 W 8th Street, Suite 100Holland, Michigan 49423www.CFHZ.org