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)