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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Monday, September 23, 2013 Featuring Jeannette Walls

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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