Transfer of Wealth Studies
Of the estimated $84 trillion to be passed down from older Americans to millennial and GenX heirs through 2045, $16 trillion will be transferred in the next decade. For some states TOW studies have been around for a long time. In other states, they are relatively new. Who benefits from them? Who can use them and how? What are some outcomes? Our panel will share their insights and experiences with TOW studies, and we will talk about the mechanics of how the studies are constructed.
Moderator:
Jennifer O’Flannery Anderson, President and CEO, Community Foundation of Broward
Conversation Starters:
Eileen Connolly-Keesler, President and CEO, Community Foundation of Collier
Mary Rutherford, President and CEO, Montana Community Foundation
Benjamin Winchester, Extension Educator, Evaluation & Rural Sociology, University of Minnesota
Jeff Yost, President and CEO, Nebraska Community Foundation