Jessica Stewart-Kuntz from the Montana Community Foundation will be presenting their findings on the intergenerational wealth transfer in Montana. The event will begin at 7:00 p.m. and end at 8:00 p.m. on September 16, 2024 in O'Connell 107. The event is open to the public.
Keeping Wealth in Montana: Montana's Intergenerational Transfer of Wealth
Montana is on the brink of a significant economic shift as over $37 billion is set to transfer from one generation to the next. This intergenerational wealth transfer presents both opportunities and challenges for the state’s economy and philanthropic sector. As the Baby Boomer generation retires, this shift will impact local economies, family businesses, and charitable giving.
Join us at the Montana Community Foundation for an in-depth session on the latest Transfer of Wealth Study. We will explore detailed insights specific to each county, helping stakeholders understand and navigate this transformative period effectively.
Sponsored by the Carroll College Business Department.
About Jessica Stewart-Kuntz
With over two decades of experience in community organizing and engagement, Jessica Stewart-Kuntz has developed a strong track record in driving social change. Before joining the Montana Community Foundation in 2015, she worked extensively in rural eastern Kentucky, focusing on community development in Appalachian regions. Jessica holds a bachelor's degree in American History from Portland State University, where she graduated summa cum laude, and a master’s degree in public administration with a concentration in Nonprofit Management and Community Development from Morehead State University. In her role as Vice President of Philanthropy at the Montana Community Foundation, Jessica applies her deep knowledge and experience to lead effective philanthropic efforts and support community initiatives throughout Montana.