The Legacy Circle

The Academy of the Holy Cross invites you to consider joining The Legacy Society by including a gift to the Academy as part of your estate planning. A planned gift to Holy Cross is thoughtful planning and it can take many forms, including the following:

Bequest: This is the simplest kind of planned gift—a provision in your will, which names Holy Cross as a beneficiary and provides your estate with a charitable tax deduction for the total amount of the gift.

Charitable Gift Annuity: This is a contract between you and the Academy. Assets (cash, stocks or real property) are transferred to the school and in return you receive an annuity payment for the remainder of your life.

Charitable Remainder Trust: You transfer assets to a legally established trust, which then pays you an annual income for life. At the transfer of your estate, the trust’s assets become a gift to the school.

Charitable Lead Trust: You establish a trust that transfers assets to the school; the trust generates income for the Academy for a specified number of years. At the end of that time, the funds are returned to you or to your heirs.

We are grateful for the following members of The Academy of the Holy Cross Legacy Circle for including the school in their estate giving plans:


Donna Durkin Addario '69
Mary Pat Leary Arkin '72
Danielle Mahaney Ballantine '86
JoAnna Barnes '78
Kathleen Enzler Brooker '63
Kathleen Warner Bula '79
Susan Cartney '68
Margot Cook '61
Helen Stanislav Dankos '75
Kathleen Dolan '70
Margaret DiCairano Durkin '66
Teresa Gilbride '07
Barbara Carey Hayes '56
Margaret La Montagne '56
Celeste Cullinane Lenzini '55
Sofía Márquez '47
Ann Stanislav McCord '85
Anne Monte '82
Nancy Morrison O'Connor '69
Jayne Harper Plank '50
Lisa Ridgway '82
Julie Wilcox Rodriguez '63
Richard and Karen Schaeffer
Megan Schaeffer '01
William Slater
Mary Louise LeBlanc Sommerville '43
Barbara Heister Swope '56
Carolyn Lenz Warner '58


A planned gift provides long-term support for the school and gives tax benefits for the donor. For additional information, contact Charly Ryan in the Advancement Office at (301) 929-6447 or for more information