The Indiana Grantmakers Alliance is a membership organization dedicated to advancing philanthropy throughout Indiana.

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Transfer of Wealth in Indiana

A 1999 study conducted by Boston College researchers, Millionaires and the Millenium, rocked the philanthropic world when it concluded that in the period from 1998 to 2052, a total of $41 trillion would be passed down among generations in the United States.

In 2005, Indiana Grantmakers Alliance commissioned an analysis of the transfer of wealth in Indiana, performed by the Community Assistance Initiative, an affiliated fund within the Nebraska Community Foundation.

Previously, the Nebraska Community Foundation completed analyses of both the magnitude and peak of the transfer of wealth for each of Nebraska’s 93 counties, their methodology based on the groundbreaking Boston College study. Based on this work, the Nebraska Community Foundation is heralded as a national model for its innovative efforts on empowering community leadership and utilizing the estimated intergenerational transfer of wealth to craft community endowment building strategies.

We are pleased to bring this important work to Indiana community foundations. For access to the full Transfer of Wealth report, please contact your local community foundation.


Results

Transfer of Wealth in Indiana Report Excerpt (pdf)

Transfer of Wealth Executive Summary Excerpt (pdf)


Media Information

Indiana Grantmakers Alliance Statewide Press Release - 12.14.06 (pdf)

Inside Indiana Business web news item - 12.14.06

Inside Indiana Business radio report on WFYI - 12.14.06


 

©2003 Indiana Grantmakers Alliance, Inc.
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Phone: (317) 630-5200 | Fax: (317) 630-5210
Email: info@indianagrantmakers.org