Office of Mission Advancement
Planned Giving
With thoughtful planning, you create win-win solutions for you and the Congregation of Holy Cross..
Goals & Benefits
There are many ways to support the Congregation of Holy Cross. These options will help you achieve different goals.
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Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
|
Make an important impact to the Congregation of Holy Cross that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help the Congregation of Holy Cross. |
|
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
|
Leave more of your estate to your heirs. |
Name the Congregation of Holy Cross as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
|
Continue to receive benefits back from the assets you give to the Congregation of Holy Cross — and thus multiply your gift. |
Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
|
Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
Receive a larger deduction and a higher income rate than an immediate payment annuity. |
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Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to the Congregation of Holy Cross. |
|
Tap into one of your most valuable assets to make a gift to the Congregation of Holy Cross. |
Use real estate to make your gift to the Congregation of Holy Cross. |
Avoid capital gains tax and receive an income tax deduction. |
Use our interactive Plan-a-Gift™ tool to determine what type of planned gift might best suit your goals, assets, and age.