PLANNED GIVING REPORT 2022-2023

7 Mountaintop Summer Experience Projects like Neurosalon often build the bridge between analytic and creative thinking. Yet their innovation and summer-long experiences cannot happen without a philanthropic community’s support. Thank you for encouraging participants’ progress and breakthroughs. Planned Giving Total Assets Under Management Fiscal year ending June 30, 2023 TYPE OF GIFT MARKET VALUE NUMBER OF PARTICIPANTS Charitable Gift Annuities 20,417,025 198 Pooled Life Income Funds 9,428,111 29 Charitable Remainder Unitrusts 10,464,304 15 Funds Held in Trust by Others 4,361,788 11 TOTAL PLANNED GIVING ASSETS $44,671,228 253

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