Planned Giving report 2020-2021

7 Planned Giving Total Assets Under Management Fiscal year ending June 30, 2021 TYPE OF GIFT MARKET VALUE NUMBER OF PARTICIPANTS Charitable Gift Annuities 20,848,844 222 Pooled Life Income Funds 11,390,364 31 Charitable Remainder Unitrusts 9,634,234 15 Charitable Lead Annuity Trusts 6,865,811 1 Funds Held in Trust by Others 4,544,943 11 TOTAL PLANNED GIVING ASSETS 53,284,196 280 Lehigh’s research enterprise provides critical opportunities for students to contribute to cutting-edge work.

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