1. Endow Minnesota: The Opportunity of a Generation Presentation Date Presenter’sLogo

2. The Opportunity of a Generation www.mcf.org/endowmn 10 $47.9 billion transfer of wealth in Minnesota Minnesota Generational Transfer of Wealth Study, 2011 www.mcf.org/resources/transfer

3. From Generation to Generation www.mcf.org/endowmn 9 The Inga Johnson Story... and a $750,000 investment in Fergus Falls’ Future

4. Keeping Wealth in Minnesota Communities www.mcf.org/endowmn 11 Shifting Demographics

5. An Opportunity for Minnesota Communities www.mcf.org/endowmn 15 Build Communities Create Jobs Permanent Assets for Minnesota Communities

6. Endow Minnesota: A Tax Credit for Minnesota’s Future www.mcf.org/endowmn 12  25% tax credit  Gifts to permanent endowments  Build local assets / community foundations  A tax credit with purpose Minnesota Legislature HF1860 and SF1652

7. Building Endowments for Changing Communities www.mcf.org/endowmn 13 Community Assets $120 Million a Year in New Grants

8. An Idea that Works 200% increase in giving to community foundations www.mcf.org/endowmn 14

9. Ready to Turn Opportunity into Reality www.mcf.org/endowmn 16 Rep. Simonson – Duluth Sen. Reinert – Duluth Rep. Radinovich – Crosby Rep. Hornstein – Mpls Rep. Slocum – Richfield Rep. Rosenthal – Edina Rep. Erhardt – Edina Sen. Metzen – S. St. Paul Rep. Davids - Preston Rep Anzelc- Balsam Township Rep. Metsa – Virginia Sen. Saxhaug – Grand Rapids Rep. McNamar – Elbow Lake Sen. Koenen – Clara City Rep. Gruenhagen - Glencoe Sen. Weber – Luverne Rep. Gunther - Fairmont

10. What You Can Do www.mcf.org/endowmn 17 Raise awareness about Minnesota’s transfer of wealth opportunity Meet with your state legislators Endorse Endow Minnesota Stay informed & guide Connect with MCF and the Endow MN Task Force

11. What Will We Do www.mcf.org/endowmn 18 Visit www.mcf.org/endowmn for more information and resources. Contact us for help: Bob Tracy, MCF, Director Government Relations & Public Policy btracy@mcf.org 612.465.0719 Endow Minnesota Task Force Co-chairs Holly Sampson, Duluth Superior Area Community Foundation Mary Ellis Peters, The Minneapolis Foundation Kim Embretson, West Central Initiative