Office of Mission Advancement

Planned Giving

With thoughtful planning, you create win-win solutions for you and the Congregation of Holy Cross..

Contact Planned Giving for More Information

Designate and Donate — Introduction

You can support our mission without reducing your income or diminishing your savings.

Think about using assets that can be transferred to the Congregation of Holy Cross without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.

You can name the Congregation of Holy Cross in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.