PLANNED GIVING REPORT 2023-2024

Outfielder Brooke Cannon ’24 helped lead the softball team to the final of the Patriot League Tournament in Boston. On and off the field, Lehigh’s student-athletes embody grit, perseverance, and the unyielding pursuit of progress. 5 ...................................................... ........... .................................................................. ................................................................. ................................... ................................................................. ............................................................................. TABLE OF CONTENTS Planned Giving Overview 6 Planned Giving Total Assets Under Management 7 Realized Bequests 9 A Lehigh Legacy: Mike Caruso ’67 10 Gift Annuity Disclosure Statement 12 Board of Trustees 14 Contact Us 15

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