Moravian Manor Development Report February 6, 2013

1. Moravian Manor Development ReportFebruary 6, 2013

2. Gifts From All Sources 2008 - 2012

3. 2012 Gift Revenue by Constituency

4. Donor Constituency Gift 8-year Comparative

5. 2012 Gift Revenue by Fund Allocation

6. 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) • WohlsenConstruction Company • (NEW LEVEL) • C. Robert Fowler Benefactors($25,000 to $49,999) • Mrs. H. Pauline Garner • StoudtAdvisors • Mr. 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)

7. 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 $ 529,844 • John and Edna Bonham $ 450,159 • Gertrude Davies $ 270,111 • J. Richard McCloud $ 245,022 • Eleanor Fisch $ 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 (Bonham, Selig, and Bowman) • 2011 432,512 (Bonham) • 2010 17,407 (Bonham) • 2009 6,320 (Kern and Reed) • 2008 26,246 (Diehl and Kern)

8. $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

9. $150,000 • Health Center Porch Campaign • Pledges Outstanding: $7,161 • 20134,086 • 2014 1,613 • 2015 1,023 • 2016 439 • Past Due ----- • Written Off 4,238

10. 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

11. 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.

12. Moravian Manor Endowment Funds Board Designated Funds Donor Restricted 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) $210,334 Benjamin G. Forrest Memorial Fund (Benevolent Care) $161,316 General Endowment Fund (Undesignated Gifts) $3,428,533 Total Value of Funds on 12/31/12 $ 8,347,882

13. Moravian Manor Endowment Funds

14. 2013 Development Flow Chart