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2008-2009 G. Atwood Manley Society
Statistics
Distribution of members in Society: |
Alumni |
635 |
84.0% |
| |
Friends |
63 |
8.3% |
| |
Parents |
58 |
7.7% |
Total: |
|
756 |
100.0% |
Number of recorded deferred gift plans: 766
Number of new society members in 2008-2009: 23
Alumni classes represented: 1927, 1932-1995,
1997-2000, 2003, 2005, and 2006
New plans or additions to existing plans
in 2008-2009: |
Future Provisions |
14 |
73.7% |
Charitable Gift Annuities |
0 |
0.0% |
Charitable Remainder Trusts |
2 |
10.5% |
Life Insurance Gifts |
1 |
5.3% |
Pooled Life Income Fund |
1 |
5.3% |
Retirement Plans |
1 |
5.3% |
Retained Life Estates |
0 |
0.0% |
| Total: |
19 |
100.0% |
Total recorded deferred gifts as of June
30, 2009: |
|
489 entries |
$32,583,875
|
Charitable Gift Annuities |
162 contracts |
2,158,527 |
Charitable Remainder Trusts |
47 accounts |
10,265,374 |
Life Insurance Gifts |
38 participants |
11,204,809 |
Pooled Life Income Fund |
11 participants |
1,004,261 |
Retirement Plans |
17 entries |
1,387,259 |
Retained Life Estates |
2 contracts |
1,565,000 |
Total: |
|
$60,169,105 |
Net decrease in total recorded dollars in society from previous
year: ($7,266,535)
Realized bequests & life-income terminations in 2008-09:
40 gifts $1,189,825
Number & value of gifts received since 1900: over 900
gifts totaling $56,953,572
This web page does not provide legal or financial advice, nor is it intended as a comprehensive review of the topic. You should consult your attorney, tax advisor and St. Lawrence before making or planning your gift.
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