Twelve billion dollars. That is the estimated wealth transfer from one generation to the next in Montana by 2020. The question we must ask is this: Will any of that wealth remain in the communities and for the communities that helped build it?
Here in Montana we've seen the effect of wealth leaving our state. Communities have lost services, seen local businesses shut down and watched as children move away. Year after year it becomes more difficult to support local parks, churches, youth and senior centers, theaters and symphonies, museums and more.
This trend doesn't have to continue though. Here at the Montana Community Foundation, we help build permanent wealth to invest in Montana communities and the nonprofit organizations that make our towns the places we love to call home. By capturing just five percent of this transfer in permanently endowed funds, we will generate approximately $31 million a year for Montana nonprofits and communities.
The transfer of wealth is happening every day. It's happening right now. Contact us today to learn how you can help preserve Montana's future.
"Our communities are who we are. Anything we can do to keep wealth in Montana is good for all of us."
- Dale Woolhiser, Missoula Community Foundation
Learn about the transfer of wealth occurring in Montana.
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Director, Montana Office of Gift Planning
Planned Giving Officer, Montana Office of Gift Planning