Iowa Transfer of Wealth
Between the years of 2000-2049, Iowa can expect to see $531.7 billion transfer from one generation to the next through probate estates. In 2010 through 2019 alone, $74.43 billion is expected to pass to heirs.
Dubuque County Transfer of Wealth
During years 2010-2019, $ 1.78 billion is expected to transfer from one generation to the next through probate estates. Over the next 50 years, the estimated transfer of $12.6 billion.
Delaware County Transfer of Wealth
During years 2010-2019, $ 431 million is expected to transfer from one generation to the next through probate estates. Over the next 50 years, the estimated transfer of $2.9 billion.
|
Transfer of Wealth |
Dubuque and Delaware Counties |
State of Iowa |
|
2010-2019 |
$ 2.21 billion |
$ 74.43 billion |
|
2000-2049 |
$ 15.5 billion |
$ 531.7 billion |
If just five percent of the projected transfer could be invested between now and 2050 at the Community Foundation in an endowment, nearly $775 million would be secured forever. Figuring a five percent grant payout, an estimated $38.8 million could be available annually to improve the quality of life in our community and secure our future.
For more information, please contact: DACF Executive Director Nancy Dunkel at (563) 599-7094.