The Partnership of Planned Giving

 

You’ve probably heard it before; “It’s never to early to start thinking about the transfer of your estate to your selected heirs.” Regardless of the size of your estate, you want to ensure that it is efficiently transferred to the individuals and institutions you select, and used for the most benefit.

We invite you to consider a partnership with Holy Cross High School, a partnership that can have lasting benefits to both you and your heirs, and at the same time provide for the education of deserving young people for generations to come.

Through Planned Giving you can help Holy Cross achieve it’s mission of providing more than just an education for the foreseeable future.

 

What is Planned Giving?

 Planned Giving is a wonderful way to benefit heirs, future generations and charitable organizations. It ensures that your estate protects the security of your family and other named heirs. And, it is a valuable way to pass on a lasting legacy to a worthy recipient.

Planned Giving allows you to:

 

  • Make a major Gift
  • Protect your estate for the benefit of your family
  • Obtain charitable income tax deduction
  • Avoid or reduce capital gains taxes
  • Provide permanent support to future generations
  • Provide continuous income for your retirement years

 

A Partnership with Holy Cross High School

We invite you to explore a planned giving program through HCHS. Through your endowed gift you provide support for financial aid to ensure a healthy diversity of students, help maintain a standard of academic excellence, enhance opportunities for faith development, provide funding to attract and retain highly qualified staff and provide support for capital needs.

Your gift to a Holy Cross Endowment Fund keeps helping students forever. That’s because only investment earnings are used for financial aid and other programs. The principal, the initial value of your gift, is never touched! That makes your gift especially valuable; it goes on helping students for generations!

 

 

 

The Planning Partnership- Ways to give

 

There are many types of gifts and strategies for giving that can be considered in your partnership with Holy Cross High School.

 

  • Gifts of cash

  • Securities

  • Personal property

  • Real estate

  • Life insurance

  • Gift annuity

  • Remainder trust

  • Lead trust 

  • Bequest.

 

Each has specific benefits that may help you to address your financial and philanthropic goals.

 

The Next Step

We suggest that you call your estate advisor and enquire further about your options for planned giving and that you consider putting him or her in touch with Holy Cross HighSchool in regard to a partnership that will benefit both you and the school.

If you would like more information, please contact: 

Office of Institutional Advancement

Phone: 856-461-5400 Ext 3031

Or

Alumni@HolyCrossHighSchool.org

 

Please consider a Planned Giving commitment to Holy Cross High School.

Your commitment to young people through the legacy of a Planned Gift is an act of Stewardship at its best!