Annie Clarkson Society Statistics 2008-2009

Glossary

Distribution of Members:
Alumni

171

65.3%
Friends

  85

32.4%
Parents

   6

  2.3%
Total:

262

100.0%


Total number of recorded gift plans

  


273
Known value of recorded gift plans  

 $43,783,500
Number of new members


 44

   

Alumni Classes Represented: 1935, 37, 41-44, 47, 48, 50-64, 66-75, 1977-                                           88, 90, 91, 95, 96, 99, 00 

New Plans or Additions to Existing Plans:
Future provisions

22

55.0%
Retirement plan gifts

  6

15.0%
Charitable remainder trusts

  5

12.5%
Charitable gift annuities 

  4

  10.0%
Life insurance gifts

   3

   7.5%
Total:

40

100.0%

Total Recorded Deferred Gifts as of June 30, 2009:
Future provisions

159

   $26,116,066
Charitable remainder trusts

  31

    7,843,955
Retirement plans

  16

    4,448,690
Life insurance gifts

  22

       3,609,004
Charitabe gift annuities

    40

    1,572,438
Pooled life income fund

    5

       193,347
Total:

273

  $43,783,500


Net increase in total recorded dollars from previous year:



48.1%



$14,220,483
     

Realized bequests and life-income terminations:



11 gifts



$409,054
Average value of known gift plans:  

 $160,379
Range of known gift plans:  

 $2,000-$4,500,000
     
Total deferred gifts received by Clarkson since 1929:

202 donors

almost $65 million

(rev. 10/09)