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Page 1: Surprising wealth transfer in next 50 years

Surprising wealth transfer in next 50 years

$41 trillion in United States

$531 billion in in Iowa through probate estates alone

$XXX billion in [County]

$XXX,XXX per probated estate

Donation Amount

2010 2009 2008 2007 2006 2005 2004 Total

$1000 or less

1452 1069 1297 656 424 213 83 3,803

$1001 - $30,000

443 386 485 319 177 181 93 1,954

$30,001 - $100,000

36 34 69 45 36 37 10 239

$100,000 +

40 15 30 20 18 18 13 115

Total Donations

1,971 1,504 1,881 1,040 655 449 199 7,834

Page 2: Surprising wealth transfer in next 50 years

Surprising wealth transfer in next 50 years

$41 trillion in United States

$531 billion in in Iowa through probate estates alone

$XXX billion in [County]

$XXX,XXX per probated estate

Year Credits Awarded in $s

Contributions Leveraged by Credits

# of CFs/AffiliatesHaving Donors Who

Received Credits

2010 (through 3.15.11) $3,426,512 $13,918,149 712009 $1,977,869 $9,889,344 782008 $3,155,395 $15,839,702 682007 $2,000,000 $10,099,984 512006 $2,000,000 $10,503,850 302005 $2,000,000 $10,000,000 232004 $1,003,773 $5,103,000 7TOTAL ‘04-‘10 $15,563,549 $75,354,029 Average per/year= 47