Plan to Give—and Save! As the end of the year approaches, think about how a planned gift could actually help you save money.

Plan to Give—and Save!

As the end of the year approaches, think about how a planned gift could actually help you save money.

Gifts from your IRA to Holy Cross may allow you to satisfy your required minimum distribution, avoid taxes on transfers of up to $111,000, reduce your taxable income and support our school—all in one transaction!

Donate appreciated assets such as stocks, bonds or mutual fund shares, and your gift may cost you less than the amount Holy Cross receives. You will typically receive a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.

A donor-advised fund (DAF) is like a charitable “piggy bank.” When you create a DAF, you’ll receive an immediate tax deduction, and can recommend grants to Holy Cross.

To explore these tax-advantaged options or share your intentions, visit 1843legacysociety.org/give or contact the Office of Gift Planning.