Annie Clarkson Society Statistics 2006-2007

Glossary

Distribution of Members:
Alumni

140

66.4%

Friends

  64

30.3%

Parents

   7

  3.3%

Total:

211

100.0%


Total number of recorded gift plans


210

Known value of recorded gift plans

 $27,070,946

Number of new members

 16

Alumni Classes Represented:  1931, 34, 35, 37, 41-44, 46-64, 66-73, 75,
                                              1977-79, 81, 83-88, 90, 91, 95, 99

New Plans or Additions to Existing Plans:
Future provisions

13

65.0%

Charitable gift annuities

  4

20.0%

Life insurance gifts

  2

10.0%

Charitable remainder trusts

  1

  5.0%

Total:

20

100.0%


Total Recorded Deferred gifts as of June 30, 2007:
Future provisions

119

   $15,314,054

Charitable gift annuities

  32

    2,126,859

Charitable remainder trusts

  28

    7,617,517

Life insurance gifts

  17

       324,005

Retirement plans

    9

    1,455,690

Pooled life income fund

    5

       232,821

Total:

210

  $27,070,946


Realized bequests and life-income terminations


3 gifts


$421,714

Average value of known gift plans:

 $128,909

Range of known gift plans:

 $2,000-$3,000,000