PLANNED GIVING REPORT 2022-2023

PLANNED GIVING REPORT 2022-2023	1
DEAR ALUMNI AND FRIENDS:	2
TABLE OF CONTENTS	5
PLANNED GIVING OVERVIEW	6
Charitable Gift Annuity	6
Pooled Income Fund	6
Charitable Remainder Trusts	6
Planned Giving Total Assets Under Management	7
Fiscal year ending June 30, 2023	7
REALIZED BEQUESTS	9
BUILDING COLLABORATIVE COMMUNITIES	10
GIFT ANNUITY DISCLOSURE STATEMENT	12
Points to Remember	12
Description of Reserve	13
BOARD OF TRUSTEES	14
Finance Committee \| Fiscal Year 2023 Members	14
Investment Subcommittee \| Fiscal Year 2023 Members	14
CONTACT US	14
FOR MORE INFORMATION	15

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