Planned Giving Options

 

A planned gift is the ultimate way to “give back” while helping you meet a variety of personal and philanthropic goals.  Planned giving gives you the opportunity to enjoy increased income, tax savings, and other benefits that first allow you to provide financial security for yourself and your loved ones.  Always consult with your financial advisor or estate planner.

Simple Ways to Give

Gifts that pay you income

A life income gift provides you and/or your family with income for a period of time before giving assets to Holy Cross. You may make a life income gift by transferring securities, cash, or other property to the Academy or a trustee. There are several kinds of life income gifts you may wish to consider:

Gifts You Make Today

First contact your financial advisor or attorney. Download the form here or contact the Advancement Office to request a letter of intent. Complete the form, sign and return to the Advancement Office. Once we receive your intention in writing, we will add your name to our list of Legacy Circle members. This is not a legal document, simply confirmation of your intention to remember Holy Cross in your estate plans.