South Jersey Wealth Transfer

What is Transfer of Wealth?

The wealth that will transfer from one generation to the next in our community over the next decade. In many places, the coming transfer of wealth is the largest undeveloped community asset.

The Community Foundation of South Jersey encourages you to pledge 5% of your wealth to support our nonprofit sector and create impactful changes in communities throughout South Jersey.

This is our moment to shape the future, together.

Transfer 5% to Transform South Jersey

Healthy, vibrant communities don’t happen by chance. When community members share their time, talent, and treasure, South Jersey thrives. The transfer of wealth happening in our 8-county region is a powerful, untapped engine for good.

Infographic showing South Jersey wealth figures: $429 billion total wealth, an estimated $464.8 billion transfer of wealth by 2060, $404 million available each year for community priorities if 5% were endowed, and $11.8 billion in benefits for South Jersey communities.

Study Overview PDF Wealth Transfer Data by County

Let’s build the future we deserve.

For Donors

Dream big and be flexible. Your assets can support the causes you care about in your community, forever.

Why wealth transfer is important for donors >

For Nonprofit Organizations

Partner with CFSJ to build endowments that provide stability beyond the annual fundraising cycle.

Why wealth transfer is important for nonprofits >

For Professional Advisors

Help clients add value to their legacy by incorporating charitable bequests into estate plans.

Why wealth transfer is important to your clients >