Over the next decade, an extraordinary amount of wealth will pass from one generation to the next, not just in the estates of the affluent, but in the homes, farms, small businesses, and lifetime savings of everyday families across our communities.
Research from the University of Minnesota Extension shows Marathon, Portage, Waushara, and Wood counties hold over $142 billion in net worth, with $5.3 billion projected to transfer over the next 10 years. What if 5% of what you leave behind stayed here, working for our community, forever? That's all it takes. And if everyone made that same small choice, together we'd have over $265 million to invest and build into grants and scholarships that impact students and the causes important to our hometowns.
01
Wealth is Moving
Lifetime savings are built here, in homes, farms, retirement accounts and businesses. They are passing from one generation to the next. When heirs no longer live nearby, that wealth often leaves our area for good.
02
5% Will Make a Difference
Committing just 5% of your legacy plan to a local community foundation endowment means a part of your lifetime of work stays home, still at work, for good, forever.
03
Endowments Mean Lasting Impact
An endowment is never spent down. It's invested, and a portion of its returns is distributed every year, forever. That steady stream becomes grants for nonprofits, scholarships for students, and dependable funding for the causes and the places we love.