Transfer of Wealth: Motivations and Important Lessons for Canada from the United States

The document was prepared through The Scan of Community Foundations project for the purpose of increasing the understanding of the transfer of wealth concept. The document reviews the concept as it has been applied in the United States, transfer of wealth estimates, and the need for a Canadian application of transfer of wealth. The document is by no means an exhaustive review of transfer of wealth studies in the United States; rather, a preliminary assessment. Suggestions for further reading and investigation are cited at the end of the document.