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.
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.