Plan Today. Inspire Tomorrow. Beneficiary designations are a simple and savvy way to support Holy Cross without affecting your current assets or cash flow.

Plan Today. Inspire Tomorrow.

“As an 1843 Society Co-Chair, I’m proud to support Holy Cross in a way that reflects what the College means to me. My years on The Hill shaped my life—the education, the friendships, the Jesuit values—they’ve stayed with me ever since.

My wife, Paula ’98, and I give monthly to support today’s students, and we’ve also taken a simple step to ensure our support continues in the future by naming Holy Cross as a beneficiary of a life insurance policy. It was as easy as signing our names—but it’s a lasting way to honor the place that has meant so much to both of us.

If you’ve ever considered a planned gift, I encourage you to take that step. It’s a meaningful way to stay connected and make a lasting impact.”

—Matt Donovan ’99, 1843 Society Co-Chair

Beneficiary designations are a simple and savvy way to make a gift that supports College of the Holy Cross without affecting your current assets or cash flow.

Naming Holy Cross as a beneficiary of your retirement plan, donor advised fund or life insurance policy is a simple way to make a commitment that costs you nothing now, without having to update your will. Utilizing retirement accounts for philanthropy may also deliver tax savings to your heirs—all without having to update your will.

Simply follow these three steps:

1. Request a “change of beneficiary” form from your plan administrator.
2. List Holy Cross as primary or partial beneficiary at the following address:
   Legal Name: Trustees of the College of the Holy Cross
   Address: College of the Holy Cross, Box DEV 1, College Street, Worcester, MA 01610
   Tax ID: 04-2103558
3. Let us know so we can thank you!

Holy Cross will receive 100% of the amount you designated for us from your retirement plan assets (without going through probate), and your heirs will receive their share of your estate without the burden of extra income taxes.

It’s never too soon to include Holy Cross in your plans! Alumni age 45–65 can receive 50% gift credit for their documented intentions for beneficiary designations from retirement accounts.

Contact me or visit 1843legacysociety.org/beneficiary to learn more about this simple and impactful process.

Warmly,
Julie Karavan MS, CFRE
Director of Gift Planning
College of the Holy Cross

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P.S. Intentions documented by June 30th can count toward your reunion/class goals!