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Foundation - Ohio Presbyterian Retirement Services

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Llanfair Estate Gifts<br />

Llanfair <strong>Retirement</strong> Community is in the early stages of a Capital Campaign<br />

to raise funds to build a chapel and wellness center on the Llanfair<br />

campus (renderings shown at left and below). Some naming gifts have been<br />

given already, including the naming of The Margaret Jean Wells Chapel,<br />

and The Marion and Thurza Brant Exercise Area/Studio. Coincidentally,<br />

during the progression of this campaign, several longtime residents and<br />

friends have made extraordinary gifts to Llanfair<br />

through their estates: Clara Curry, John Disser,<br />

Roland M. Hauck and his sister, Helen C. Hauck.<br />

These gifts – totaling $7.2 million – were designated<br />

to support ongoing operations, capital improvements<br />

and Life Care for our residents. Considering<br />

the size of these gifts and the needs of Llanfair,<br />

we recognized that there is a historic opportunity<br />

to bring these two components together to make<br />

significant advancements on campus.<br />

Llanfair leadership and OPRS leadership have<br />

worked together to develop the following plans to<br />

honor these generous donors:<br />

v A portion of the Clara Curry Estate will be used to fund the new<br />

Wellness Center for Llanfair. It will be named The Clara Curry<br />

Wellness Center to recognize her as the major contributor.<br />

The remainder of this estate will benefit Life Care.<br />

OPRS <strong>Foundation</strong><br />

Total Giving Performance<br />

(000s omitted)<br />

$7,894<br />

$9,563<br />

$8,589<br />

$7,613<br />

$13,325<br />

OPRS <strong>Foundation</strong> Major Gift Trends<br />

President’s Club Deferred Gifts Wills (New)<br />

2003 2004 2005 2006 2007<br />

2003 2004 2005 2006 2007<br />

v To honor the John Disser Estate, an unrestricted gift, a component<br />

of the wellness center will be named for him.<br />

v The Roland M. and Helen C. Hauck Estates, which were actually<br />

committed many years ago, have come to Llanfair in the past few<br />

years. A portion of the Hauck estates has been used for Life Care,<br />

Llanfair capital improvement projects, to refurbish the Larchwood<br />

apartment building, and to purchase two<br />

adjacent properties. To recognize the Haucks,<br />

we will identify two areas (one of which will<br />

be located in the assisted living building) to be<br />

refurbished and named in their honor.<br />

Through these generous gifts, all four donors<br />

have earned membership in the Trustees’<br />

Roundtable, a special honor that recognizes<br />

leadership in giving to OPRS. Their names will<br />

be added to the permanent plaques on display<br />

at the Llanfair campus and the OPRS corporate<br />

office, joining those whose gifts have also contributed to the well-being<br />

of Llanfair residents.<br />

Llanfair is truly blessed with this support from our friends from the past,<br />

and by the leadership and gifts given by current residents and friends.<br />

We are eager to bring these new plans to life!<br />

23 22 542<br />

Anonymous 36 Donor Helps Make Own Dream Come True<br />

23<br />

39<br />

409<br />

16<br />

471<br />

40<br />

37<br />

A Westminster-Thurber<br />

44<br />

Community resident who has had a vision for specific campus enhancements<br />

44 328<br />

for more than a decade is now helping to make his own dream come true. This generous individual has<br />

268<br />

anonymously given a leadership gift for the capital campaign at Westminster-Thurber, helping his vision<br />

come to fruition for the benefit of his current and future neighbors.<br />

335 408 471 509 614<br />

President’s Club = Total outright giving of $1,000 or more within a fiscal year.<br />

Deferred Gifts = Charitable gift annuities, charitable remainder trusts, etc.<br />

2007 <strong>Foundation</strong> Annual Report F 3

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