Annie Clarkson Society Statistics 2007-2008

Glossary

Distribution of Members:
Alumni

150

64.0%
Friends

  76

32.5%
Parents

   8

  3.5%
Total:

234

100.0%


Total number of recorded gift plans


237
Known value of recorded gift plans

 $29,563,017
Number of new members

 36

Alumni Classes Represented: 1930, 31, 34, 35, 37, 41-44, 46-64, 66-                                  73, 75, 1977-79, 81, 83-88, 90, 91, 95, 96, 99, 00 

New Plans or Additions to Existing Plans:
Future provisions

27

71.1%
Charitable gift annuities

  6

15.8%
Life insurance gifts

  2

5.3%
Charitable remainder trusts

  2

  5.3%
 Retirement plan gifts

   1

  2.5% 
Total:

38

100.0%

Total Recorded Deferred gifts as of June 30, 2008:
Future provisions

140

   $17,794,064
Charitable gift annuities

  37

    2,091,640
Charitable remainder trusts

  28

    7,667,296
Life insurance gifts

  17

       234,004
Retirement plans

    10

    1,555,690
Pooled life income fund

    5

       220,323
Total:

210

  $29,563,017


Net increase in total recorded dollars from previous year:



9.2%



$2,492,072
     

Realized bequests and life-income terminations:



11 gifts



$773,761
Average value of known gift plans:

 $124,738
Range of known gift plans:

 $2,000-$3,000,000
     
Total deferred gifts received by Clarkson since 1929:

137 donors

over $60 million