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Moravian Manor Development Report February 6, 2013. Gifts From All Sources 2008 - 2012. 2012 Gift Revenue by Constituency. Donor Constituency Gift 8-year Comparative. 2012 Gift Revenue by Fund Allocation. Heritage Circle April 26, 2013 Donor Appreciation Dinner - PowerPoint PPT Presentation
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Moravian Manor Development Report
February 6, 2013
0
200000
400000
600000
800000
1000000
1200000
1400000
$811,891
$729,230
$616,006
$1,150,843
$700,909
2008 2009 2010 2011 2012
Gifts From All Sources2008 - 2012
Businesses18%
Churches and Church Organizations
7%
Employees4%
Individuals7%
Residents23%
Former Residents20%
Trustees 9%
Residents' Families 11%
Miscellaneous and Other Organizations2%
2012 Gift Revenue by Constituency
$ 892,000 $ 560,000 $ 707,416 $ 811,891 $ 729,230 $ 616,006 $ 1,150,843 $ 700,909 $ 6,168,295
Constituency 2005 2006 2007 2008 2009 2010 2011 2012 8 -yr. Average
Residents 12 25 15 27 30 22 21 23 21.88
Former Residents 63 36 38 1 5 3 39 20 25.63
Residents' Families 11 13 5 16 10 17 7 11 11.25
Trustees & Former Trustees 4 3 26 21 28 21 11 9 15.38
Businesses 4 4 4 14 7 10 9 17 8.63
Churches and Church Orgs. 3 4 6 4 5 13 5 7 5.88
Employees 1 2 2 4 5 7 2 4 3.38
Individuals 2 6 2 9 4 1 3 7 4.25
Misc. & Other Organizations 0 7 2 4 6 6 3 2 3.75
Donor Constituency Gift8-year Comparative
Benevolent Care Fund6% Portia A. Bowman
Memorial Fund3%
Ernest and Dorothy Selig Memorial Fund
13%
General Endowment Fund5%
Health Center Capital Campaign37%
Health Center Porch Campaign
2%
Engaging Community Dinner
12%
Restricted Operations19%
Annuity Fund1%
2012 Gift Revenue by Fund Allocation
Heritage Circle April 26, 2013 Donor Appreciation Dinner
John George Klein Benefactors ($400,000 or more)
No new members in 2013
Benjamin G. Forrest Benefactors ($250,000 to $399,999)
No new members in 2013
Paul W. McCloud Benefactors ($100,000 to $249,999)
Mr. Edmund “Larry” Marks(NEW LEVEL)
Richard A. Snyder Benefactors ($50,000 to $99,999)
Wohlsen Construction Company(NEW LEVEL)
C. Robert Fowler Benefactors ($25,000 to $49,999)
Mrs. H. Pauline GarnerStoudt AdvisorsMr. and Mrs. Carl B. Witwer, Sr.
(NEW LEVELS)
Byron K. Horne Benefactors ($10,000 to $24,999)
Anonymous Mr. and Mrs. Charles E. Heitshu
(NEW MEMBERS)
Living Legacy Circle Planned Giving
Bequest revenue between 1985 and 2012 from 44 bequests totals $2,898,998
Top five bequests received:H. Stella Davis $ 529,844John and Edna Bonham $ 450,159Gertrude Davies $ 270,111J. Richard McCloud $ 245,022Eleanor Fisch $ 196,506
The remaining 39 bequests range from $500 to 196,000
Presently: Known Bequests 22One-life annuitants 14 (26
annuities)Two-life annuitants 8 (15 annuities)
Bequest Revenue past five years:2012 $ 117,785 (Bonham, Selig, and
Bowman)2011 432,512 (Bonham)2010 17,407 (Bonham)2009 6,320 (Kern and Reed)2008 26,246 (Diehl and Kern)
$2.7 Million More Like Home Capital Campaign
Pledges Outstanding: $118,158
• 2013 45,013• 2014 2,472• Past Due 70,673• Written Off 30,384
$150,000 Health Center Porch CampaignPledges Outstanding: $7,161
• 2013 4,086• 2014 1,613• 2015 1,023• 2016 439• Past Due -----• Written Off 4,238
2012 Engaging Community Dinner
RevenueCorporate Sponsorships 50,000Table Sponsors & Patrons 19,700Program Ads 2,000Ticket Sales 113 9,605
$ 81,305
Expenses
Lancaster Marriott 21,520Keppler Speakers 27,000Design and Printing 5,383Office Supplies/Postage 688Advertising 8,534Miscellaneous 1,306
64,431 Surplus $
16,874
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2013 Engaging Community Dinner
Moravian Manor Endowment Funds
Elizabeth A. Beecher Memorial Fund $ 62,022
Mildred L. Bender Memorial Fund 95,956
Benevolent Care Fund 2,430,365
John and Edna Bonham Memorial Fund 451,599
Portia A. Bowman Memorial Fund 20,000
Bricker Memorial Endowment Fund 29,066
Richard G. Davis Memorial Fund 29,629
Cynthia Jones Eastman Memorial Fund 3,175
Doris A. Henly Memorial Fund 19,765
“Poss” McCloud Memorial Fund 20,524
Moravian Home for Aged Women Fund 431,546
New Horizons Endowment Fund 499,773
M/M William R. Parsil Memorial Fund 19,654
Ernest T. Selig, Jr. and Dorothy Ferree
Selig Memorial Endowment Fund 90,944
John Traeger Memorial Endowment Fund 76,289
Paul W. McCloud Memorial Fund
(Future Development)
$ 267,390
Depreciation Sinking Fund(Project Specific)
$210,334Benjamin G. Forrest
Memorial Fund (Benevolent Care)
$161,316
General Endowment Fund
(Undesignated Gifts)
$3,428,533
Board Designated FundsDonor Restricted Funds
Total Value of Funds on 12/31/12$ 8,347,882
Fund Name 12/31/2012 Original Year
Balance Balance Established
Elizabeth A. (Reese) Beecher Memorial Trust Fund $ 62,022 $ 32,000 1996
Mildred L. Bender Memorial Fund $ 95,956 $ 50,000 1995
John and Edna Bonham Memorial Fund $ 451,599 $ 435,906 2011
Portia A. Bowman Memorial Fund $ 20,000 $ 20,000 2012
Bricker Memorial Endowment Fund $ 29,066 $ 20,000 2006
Richard G. Davis Memorial Fund $ 29,629 $ 10,000 1996
Cynthia Jones Eastman Memorial Fund $ 3,175 $ 10,000 2000
Doris A. Henly Memorial Fund $ 19,765 $ 11,447 2005
"Poss" McCloud Memorial Fund $ 20,524 $ 10,000 1984
Moravian Home of Lititz for Aged Women Trust Fund $ 431,546 $ 221,410 1996
New Horizons Permanent Endowment Fund $ 499,773 $ 270,000 1984
Mr. and Mrs. William R. Parsil Memorial Fund $ 19,654 $ 10,000 1999
Ernest T. Selig, Jr. and Dorothy Ferree Selig Memorial Endowment Fund $ 90,944 $ 90,944 2012
John Traeger Memorial Endowment Fund $ 76,289 $ 21,000 1958
Benevolent Care Fund $ 2,430,365 1985
General Endowment Fund $ 3,428,533 1988
Benjamin G. Forrest Memorial Fund $ 161,316 1984
Paul W. McCloud Memorial Fund $ 267,390 1984
Depreciation Sinking Fund 210,334 1984
Total $ 8,347,882
Moravian Manor Endowment Funds
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Notes
Appeals
Vendor Solicitation/Sponsorships 15th
Mothers/Fathers Day Appeal 12th 12th 16th
Annual Report/Donor Appeal 1st
Trustee Appeal 15th
Year-end Appeal 1st
Tribute Brochure Mailing to Funeral Homes 15th
Employee Dress Down Days 12th 8th
UBC Grant Proposal 1st Actual Deadline is the 31st.
Wish List Compilation and Distribution 1st
Miscellaneous
Engaging Community Dinner 23rd
Development Committee Meetings 6th 1st 7th 6th
Board Meetings 20th 19th 18th 20th
Update FR Literature
Annual Policy Review
Development Plan/Calendar/Budget
Foundation Research and Grant Proposals
Circle of Friends Recognition/Stewardship
Heritage Circle Dinner 26th Last Friday in April
Living Legacy Circle Luncheon 18th Third Tuesday in June
Circle of Friends Christmas Reception 9th First Monday in December or second
Thanksgiving Cards for Donors 4th if the first coincides with hunting
Birthday Cards to Donors
Planned Giving and Major Gifts
Prospect Identification, Cultivation, Solicitation, etc.
CGAs -- Updated Proposals to Annuitants 1st
Lamppost Distribution Schedule 15th 15th 15th 15th
2013 Development Flow Chart
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