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Transfer of Wealth Studies & Work

Map at the bottom of the page highlights our TOW studies and work around the country. The following is a chronology of TOW studies in the United States:


STUDIES IN PROGRESS

WEALTH IN AMARILLO, TX
prepared for the
Amarillo Area Foundation

WEALTH IN NORTHWEST MISSOURI
prepared for the
Community Foundation for Northwest Missouri, Inc.

WEALTH IN NORTH CENTRAL WASHINGTON
prepared for
The Community Foundation of North Central Washington

WEALTH IN TEXAS I-35
prepared for the
Austin Community Foundation
San Antonio Area Foundation
Waco Foundation

WEALTH IN TACOMA
prepared for
The Greater Tacoma Community Foundation

WEALTH IN FLORIDA
prepared for the
Florida Philanthropic Network

WEALTH IN PARADOX REGION, CO
prepared for the
Telluride Foundation

WEALTH IN VERMONT
prepared for
the Vermont Community Foundation

2012

WEALTH IN EAST TEXAS AND MILLER COUNTY, AR
prepared for
the East Texas Communities Foundation

WEALTH IN TREMPEALEAU COUNTY, WI UPDATED
prepared for
the Community of Trempealeau County, WI

WEALTH IN SOUTH DAKOTA UPDATED
prepared for
the South Dakota Community Foundation

WEALTH IN MONTANA UPDATED
prepared for
Montana Community Foundation


2011

WEALTH IN KERN COUNTY: A TRANSFER OF WEALTH OPPORTUNITY
prepared for
Kern Community Foundation

THE FUTURE OF PHILANTHROPY IN LOS ANGELES: A WEALTH OF OPPORTUNITY
prepared for
The California Community Foundation

WEALTH IN SELECTED FOUNDATION AREAS IN NEW YORK
prepared for the
Central New York Community Foundation
Community Foundation of Herkimer & Oneida Counties
Community Foundations of the Hudson Valley
Community Foundation of Tompkins County

NEBRASKA TRANSFER OF WEALTH UPDATE
prepared for
Nebraska Community Foundation

INVESTING IN THE QUALITY OF LIFE IN OUR COUNTY: THE TRANSFER OF WEALTH IN SAN LUIS OBISPO COUNTY OVER THE NEXT 50 YEARS.
prepared for
San Luis Obispo County Community Foundation


2010


REALIZING MAINE'S WORTH: OUR COMMUNITY LEGACY
prepared for
Maine Rural Partners

RURAL NORTH CAROLINA TRANSFER OF WEALTH
prepared for
North Carolina Rural Economic Development Center

TRANSFER OF WEALTH KENTUCKY
prepared for
Kentucky Philanthropy Initiative

INDIANA TRANSFER OF WEALTH UPDATE
prepared for
The Indiana Grantmakers Alliance

WEALTH IN THE ROCHESTER REGION: A TRANSFER OF WEALTH OPPORTUNITY
prepared for
The Rochester Area Community Foundation


2009

THE FUTURE OF GIVING
prepared for
Brooklyn Community Foundation

OUR REGION'S FUTURE FUNDING
prepared for
San Diego Foundation

WESTERN KENTUCKY'S FUTURE OF GIVING
prepared for
Western Kentucky Stewardship Council

WESTERN NORTH DAKOTA'S TRANSFER OF WEALTH OPPORTUNITY
prepared for
Strom Center and Dickinson State University

WEALTH TRANSFER IN BROOKFIELD, MO
prepared for
Brookfield IDA


2008

WEALTH TRANSFER IN NEVADA
prepared for
Community Foundation of Western Nevada, Nevada Community Foundation and Nevada Commission on Economic Development

WEALTH TRANSFER IN PENNSYLVANIA
prepared for
The Center for Rural Pennsylvania


WEALTH TRANSFER IN HUMBOLDT, DEL NORTE AND TRINITY COUNTIES IN CALIFORNIA AND CURRY COUNTY, OREGON
prepared for
Humboldt Area Foundation

WEALTH TRANSFER IN SAN LUIS VALLEY
prepared for
San Luis Valley Development Resources Group

WEALTH TRANSFER IN VERMONT
prepared for
Vermont Community Foundation


2007

WEALTH TRANSFER IN ILLINOIS
prepared for
Donors Forum and the Midwest Community Foundations' Ventures

WEALTH TRANSFER IN MICHIGAN
prepared for
Council of Michigan Foundations and the Midwest Community Foundations' Ventures

WEALTH TRANSFER IN OHIO
prepared for
Ohio Grantmakers Forum and the Midwest Community Foundations' Ventures

WEALTH TRANSFER IN NORTHEASTERN NEW YORK
prepared for Community Foundation for the Capital Region


2006


WEALTH IN INDIANA
prepared for
Indiana Grantmakers Alliance

WEALTH IN MONTANA
prepared for
Montana Community Foundation


2005


WEALTH IN SOUTH WOOD COUNTY WISCONSIN
prepared for
the Community Foundation of the South Wood County

WEALTH IN WISCONSIN
prepared for
Donors Forum of Wisconsin

TRANSFER OF WEALTH ANALYSIS: SELECTED PARISHES OF LOUISIANA
prepared for
the Greater New Orleans Foundation

WEALTH IN SOUTH DAKOTA
prepared for
the South Dakota Community Foundation


2003


WEALTH IN WYOMING
prepared for
Wyoming Community Foundation


2002


WEALTH IN NEBRASKA
prepared for

Nebraska Community Foundation

Other Transfer of Wealth Studies

Minnesota

Commissioned by the Minnesota Initiative Foundations (MIFs) and conducted by Dr. Andrea Lubov, an economist from Minneapolis. To access the study go to Minnesota Council of Foundations.

Kansas

Commissioned by the Kansas Health Foundation for the Kansas Association of Community Foundations and conducted by the Center for Economic Development and Business Research at Wichita State University.

Iowa

Conducted by the Community Vitality Center.

Arizona
Commissioned by the Arizona Community Foundation and prepared by the Northern Arizona University Center for Business Outreach.

 

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