Projected Transfer Of Wealth In The Holland Zeeland Area

The power of giving together

Securing Our Future

Wealth Transfer

A likely scenario for Michigan and the U.S.

Surprising wealth: Michigan

Holland/Zeeland Area

Population: 100,000

$9.88 billion in the Holland/Zeeland Area

$228,000 per household

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

• For generations, people lived entire livesclose to their birthplace

• Community wealth passed from generation to generation, but stayed in the Holland/Zeeland area

Yesterday

COMMUNITY WEALTH

• Many of the next generation no longerlive in our community

• Once the wealth leaves our community,it will never return

Today

COMMUNITY WEALTH

Three beneficiaries

Taxes CommunityHeirs

PASSING WEALTH FROM ONE GENERATION TO THE NEXT

Secure Our Future

5%

Invest 5% of our wealth asa legacy for future generations

INCREASING OUR COMMUNITY’S SHARE

Community Foundation of the Holland/Zeeland Area

$578 million in 50 years

5% for future generations

$75 million in 10 years

Critical to the Holland/Zeeland area’s future

Opportunity to retain 5% of the Holland/Zeeland area’s wealth for future generations

The next 10 to 20 years

LOOKING AHEAD

• The Holland/Zeeland area has a robust community endowment and a secure future; or

,

LOOKING AHEAD

Two possible scenarios

• Much of the Holland/Zeeland area’s wealth has been transferred to communities in California, Arizona, Texas and beyond.

We’ve lived here

We’ve worked here

The Holland/Zeeland area has been good to us

Give a gift to our future

LOOKING AHEAD

6+ TIMES

One gift, many generations

YEAR 15

$100,000 in cumulative grants and services

$158,000 balance

YEAR 25

$200,000 in cumulative grants and services

$213,000 balance

assumes 5% annual payout and 8.5% rate of return

Initial gift has been invested: 1 TIME 2 TIMES

YEAR 50

$625,000 in cumulative grants and services

$355,000 balance

YEAR 1

Establish a Family Fund

$100,000 gift

LOOKING AHEAD

Many gifts, many generations

If 5% of estates transfer to our community foundation endowment…

YEAR 10

$ 75 million charitable gifts

$ 16 milliontotal grants

$ 86 million community endowment

YEAR 50

$ 578 million charitable gifts

$ 1.16 billiontotal grants

$ 1.25 billion community endowment

LOOKING AHEAD

• Remember heirs and tax obligations

The plan: Securing Our Future

• Give back to the community

for good…for ever

The payoff

Permanent legacy for donor

Source of pride for heirs

Stronger community for all

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

SECURING OUR FUTURE

Source of pride

Give back to your community

Model values for the next generation

Honor family heritage

SECURING OUR FUTURE

Stronger community

Enrich education · Safeguard health ·

Improve neighborhoods · Cultivate arts ·

Protect environment · Strengthen families

Causes that move you

SECURING OUR FUTURE

Enrich education

GRANTS THAT MAKE A DIFFERENCE

Safeguard health

GRANTS THAT MAKE A DIFFERENCE

Improve neighborhoods

GRANTS THAT MAKE A DIFFERENCE

Cultivate arts

GRANTS THAT MAKE A DIFFERENCE

Protect environment

GRANTS THAT MAKE A DIFFERENCE

Strengthen families

GRANTS THAT MAKE A DIFFERENCE

Charities that touch your life

GIVE THROUGH YOUR COMMUNITY FOUNDATION

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

Option to designate a local nonprofit

Ever-changing opportunities and needs

Community Legacy Fund

Together, we can grow a permanent endowment that is flexible

and relevant through changing times. We can build security and

prosperity for future generations.

GIVE THROUGH YOUR COMMUNITY FOUNDATION

Securing Our Future: leaders

The power of giving together.

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

Securing Our Future: options

We accept a wide variety of assets.

Outright Gifts

Bequest by Will

Beneficiary Designation

Charitable Gift Annuity

Charitable Remainder Trust

Charitable Lead Trust

Life Estate Contract

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

GIVE THROUGH YOUR COMMUNITY FOUNDATION

• Assess your estate value• Calculate a percentage for your community• Determine most advantageous asset to give

Secure Our Future today

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Everyone can be a philanthropist

Community Foundation of the Holland/Zeeland Area70 W 8th Street, Suite 100Holland, Michigan 49423

www.CFHZ.org

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