PLANNED GIVING REPORT 2023-2024

PLANNED GIVING REPORT 2023-2024	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, 2024	7
REALIZED BEQUESTS	9
A LEHIGH LEGACY: Mike Caruso ’67	10
GIFT ANNUITY DISCLOSURE STATEMENT	12
Points to Remember	12
Description of Reserve	13
BOARD OF TRUSTEES	14
Finance Committee	14
Fiscal Year 2024 Members	14
Investment Committee	14
Fiscal Year 2024 Members	14
CONTACT US	15
FOR MORE INFORMATION	15

RkJQdWJsaXNoZXIy MTA0OTQ5OA==