Office of Mission Advancement
Planned Giving
With thoughtful planning, you create win-win solutions for you and the Congregation of Holy Cross..
Explore Our Gift Plans
Gifts Anyone Can Make
Make a gift now that will not affect your day-to-day cashflow during your lifetime. Learn More →
Will or Trust
You can plan a gift that will take effect only after your obligations are fulfilled.
Donor-Advised Funds
Make a gift from your donor-advised fund, or name us as the ultimate beneficiary.
IRA Rollover
Make a "tax-free" gift with our QCD Tool (Qualified Charitable Distribution).
Retirement Plan
Give us assets subject to double taxation, and leave more to your family.
Stock and Appreciated Assets
Take advantage of appreciated securities without incurring capital gains tax.
Life Insurance
Make a significant gift, even without a large estate. Here's how to leverage your dollars.
Personal Property
Donate personal property that enhances our mission and provides tax benefits to you.
Real Estate
Donate a valuable asset in exchange for tax benefits, and possibly an income stream.
Gifts That Pay You Income
What's not to like about a gift that provides you with fixed payments for life? Learn More →
Charitable Gift Annuity
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Deferred Gift Annuity
Younger donors can make a gift, save for retirement, and lower their taxable income.
Charitable Remainder Unitrust
Offers maximum flexibility with regards to the investment and benefits of your gift plan.
Charitable Remainder Annuity Trust
Offers flexibility to invest and manage your gift, with the security of stable income.
Designate & Donate
You can support our mission without reducing your income or diminishing your savings. Learn More →
Retirement Plans
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Stocks and Investments Fund Accounts
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
United States Savings Bonds
Gift savings bonds to the Congregation of Holy Cross, and save your heirs from excess taxation.
Life Insurance
Ask your plan custodian for a TOD form, sometimes called a beneficiary designation form.
Bank Accounts
Ask for a POD form, and have what's left in your checking or savings transferred to the Congregation of Holy Cross.
Jointly-Held Accounts
You may have a loved one as a joint account owner. You can still designate and donate.
Gifts of Artwork and Personal Property
Easy assets you can donate that will not affect cash flow, with little or no legal expense.