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2010-2011 G. Atwood Manley Society
Statistics
Distribution of members in Society: |
| Alumni |
639 |
82.7% |
| Friends |
72 |
9.3% |
| Parents |
62 |
8.0% |
| Total: |
773 |
100.0% |
Number of recorded deferred gift plans: 766
Number of new society members in 2010-2011: 26
Alumni classes represented: 1927, 1934, 1936-1995,
1997-2000, 2003, 2005, and 2006
New plans or additions to existing plans in 2010-2011: |
Future Provisions |
14 |
45.2% |
Charitable Gift Annuities |
6 |
19.4% |
Charitable Remainder Trusts |
2 |
6.5% |
Life Insurance Gifts |
4 |
12.9% |
Pooled Life Income Fund |
1 |
3.2% |
Retirement Plans |
4 |
12.9% |
Retained Life Estates |
0 |
0.0% |
| Total: |
31 |
100.0% |
Total recorded deferred gifts as of June
30, 2011: |
Future Provisions |
491 entries |
$33,880,741
|
Charitable Gift Annuities |
161 contracts |
2,174,547 |
Charitable Remainder Trusts |
38 accounts |
8,311,743 |
Life Insurance Gifts |
41 participants |
12,530,810 |
Pooled Life Income Fund |
9 participants |
1,024,833 |
Retirement Plans |
24 entries |
2,587,811 |
Retained Life Estates |
2 contracts |
965,000 |
Total: |
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$61,475,485 |
Net increase in total recorded dollars in society from previous
year: $1,306,380
Realized bequests and life-income terminations in 2010-11:
29 gifts worth $2,911,540
Number and value of gifts received since 1900: over 1,000
gifts totaling $61,194,312
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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