Moravian Manor Development Report

February 6, 2013

1400000 1200000 1000000 800000 600000 400000 200000 0 $811 891 2008

Gifts From All Sources 2008 - 2012

$729 230 2009 $616 006 2010 $1 150 843 2011 $700 909 2012

Trustees 9%

2012 Gift Revenue by Constituency

Residents' Families 11% Miscellaneous and Other Organizations 2% Businesses 17% Former Residents 20% Churches and Church Organizations 7% Employees 4% Individuals 7% Residents 23%

Donor Constituency Gift 8-year Comparative

$ 892,000 $ 560,000 $ 707,416 $ 811,891 $ 729,230 $ 616,006 $ 1,150,843 $ 700,909 $ 6,168,295 Constituency Residents Former Residents Residents' Families Trustees & Former Trustees Businesses Churches and Church Orgs. Employees Individuals Misc. & Other Organizations 2005 4 3 1 2 0 12 63 11 4 2006 4 4 2 6 7 25 36 13 3 2007 4 6 2 2 2 15 38 5 26 2008 14 4 4 9 4 27 1 16 21 2009 7 5 5 4 6 30 5 10 28 2010 10 13 7 1 6 22 3 17 21 2011 21 39 7 11 9 5 2 3 3 2012 23 8 -yr. Average 21.88

20 11 9 17 7 4 7 2 25.63

11.25

15.38

8.63

5.88

3.38

4.25

3.75

2012 Gift Revenue by Fund Allocation

Restricted Operations 19% Annuity Fund 1% Benevolent Care Fund 7% Portia A. Bowman Memorial Fund 3% Ernest and Dorothy Selig Memorial Fund 13% General Endowment Fund 5% Engaging Community Dinner 12% Health Center Porch Campaign 3% Health Center Capital Campaign 37%

Heritage Circle

April 26, 2013 Donor Appreciation Dinner John George Klein Benefactors No new members in 2013 ($400,000 or more) Benjamin G. Forrest Benefactors No new members in 2013 ($250,000 to $399,999) 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 Garner Stoudt Advisors Mr. and Mrs. Carl B. Witwer, Sr.

(NEW LEVELS) Byron K. Horne Benefactors Anonymous ($10,000 to $24,999) 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 John and Edna Bonham $ 450,159 Gertrude Davies $ 529,844 $ 270,111 J. Richard McCloud Eleanor Fisch $ 245,022 $ 196,506 The remaining 39 bequests range from $500 to 196,000 Presently: Known Bequests 22 One-life annuitants 14 (26 annuities) Two-life annuitants 8 (15 annuities) Bequest Revenue past five years: 2012 $ 117,785 2011 432,512 2010 2009 2008 17,407 6,320 26,246 (Bonham, Selig, and Bowman) (Bonham) (Bonham) (Kern and Reed) (Diehl and Kern)

$2.7 Million More Like Home Capital Campaign Pledges Outstanding: $118,158

• • • •

2013 2014 Past Due Written Off 45,013 2,472 70,673 30,384

$150,000 Health Center Porch Campaign Pledges Outstanding: $7,161

• • • • • •

2013 2014 2015 2016 Past Due Written Off 4,086 1,613 1,023 439 ---- 4,238

2012 Engaging Community Dinner Revenue

Corporate Sponsorships 50,000 Table Sponsors & Patrons 19,700 Program Ads 2,000 Ticket Sales 113 9,605

$ 81,305 Expenses

Lancaster Marriott 21,520 Keppler Speakers 27,000 Design and Printing 5,383 Office Supplies/Postage 688 Advertising 8,534 Miscellaneous 1,306

64,431 Surplus $ 16,874

2013 Engaging Community Dinner

Monday, September 23, 2013 Featuring Jeannette Walls

Best-Selling Author of The Glass Castle, an Amazon “Top 10 Book of the Decade”

In

The Glass Castle

, Walls describes growing up in the desert of the American Southwest and then in a West Virginia mining town with her three siblings and brilliant, unorthodox, irresponsible parents.

Critics have called Jeannette Walls’ memoir “spectacular,” “extraordinary,” “incredible,” and “riveting.” Her story is being made into a movie by Paramount and is slated to be released next year.

Moravian Manor Endowment Funds

Donor Restricted Funds Board Designated 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 Bricker Memorial Endowment Fund Richard G. Davis Memorial Fund 20,000 29,066 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)

Benjamin G. Forrest Memorial Fund

(Benevolent Care) $161,316 $210,334

General Endowment Fund

(Undesignated Gifts) $3,428,533

Total Value of Funds on 12/31/12 $ 8,347,882

Moravian Manor Endowment Funds Fund Name Elizabeth A. (Reese) Beecher Memorial Trust Fund Mildred L. Bender Memorial Fund John and Edna Bonham Memorial Fund Portia A. Bowman Memorial Fund Bricker Memorial Endowment Fund Richard G. Davis Memorial Fund Cynthia Jones Eastman Memorial Fund Doris A. Henly Memorial Fund "Poss" McCloud Memorial Fund Moravian Home of Lititz for Aged Women Trust Fund New Horizons Permanent Endowment Fund Mr. and Mrs. William R. Parsil Memorial Fund Ernest T. Selig, Jr. and Dorothy Ferree Selig Memorial Endowment Fund John Traeger Memorial Endowment Fund 12/31/2012 Balance Original Balance $ 62,022 $ 32,000 $ 95,956 $ 50,000 $ 451,599 $ 435,906 $ 20,000 $ 20,000 $ 29,066 $ 20,000 $ 29,629 $ 10,000 $ 3,175 $ 10,000 $ 19,765 $ 11,447 $ 20,524 $ 10,000 $ 431,546 $ 221,410 $ 499,773 $ 270,000 $ 19,654 $ 10,000 $ 90,944 $ 90,944 $ 76,289 $ 21,000 Year Established 1996 1995 2011 2012 2006 1996 2000 2005 1984 1996 1984 1999 2012 1958 Benevolent Care Fund General Endowment Fund Benjamin G. Forrest Memorial Fund Paul W. McCloud Memorial Fund Depreciation Sinking Fund $ 2,430,365 $ 3,428,533 $ 161,316 $ 267,390 210,334 Total $ 8,347,882 1985 1988 1984 1984 1984

Appeals

Vendor Solicitation/Sponsorships Mothers/Fathers Day Appeal Annual Report/Donor Appeal Trustee Appeal Year-end Appeal Tribute Brochure Mailing to Funeral Homes Employee Dress Down Days UBC Grant Proposal Wish List Compilation and Distribution

Miscellaneous

Engaging Community Dinner Development Committee Meetings Board Meetings Update FR Literature Annual Policy Review Development Plan/Calendar/Budget Foundation Research and Grant Proposals

Circle of Friends Recognition/Stewardship

Heritage Circle Dinner Living Legacy Circle Luncheon Circle of Friends Christmas Reception Thanksgiving Cards for Donors Birthday Cards to Donors

Planned Giving and Major Gifts

Prospect Identification, Cultivation, Solicitation, etc.

CGAs -- Updated Proposals to Annuitants Lamppost Distribution Schedule 15th 2013 Development Flow Chart Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec 15th 12th 12th 1st 16th 15th 1st 15th 12th 8th 1st 1st Notes Actual Deadline is the 31st.

6th 20th 26th 15th 1st 19th 18th 15th 6th 20th 4th 9th Last Friday in April Third Tuesday in June First Monday in December or second if the first coincides with hunting