Good for You, Good for Holy Cross Imagine making a gift that supports future generations of students—and also provides you or a loved one with steady, lifetime income.
Good for You, Good for Holy Cross
“As a proud Holy Cross graduate—and parent of three alumni—it means a lot for me to give back to a College that has helped to shape my family’s life. A charitable gift annuity allows me to support future Crusaders while also providing steady, competitive and reliable income. It is a gift that gives in both directions.”
—Ken Padgett ’66 P11, 07, 05, 1843 Legacy Society Co-Chair and Gift Annuity Donor
Imagine making a gift to Holy Cross that not only supports future generations of students—but also provides you or a loved one with steady, lifetime income.
A Holy Cross Charitable Gift Annuity (CGA) allows you to do just that.
When you establish a CGA, you make a gift to Holy Cross and receive fixed annual payments for life. It’s a simple, powerful way to give back—and gain financial benefits.
Did you know?
- CGAs can be funded with cash or appreciated securities—for additional tax advantages.
- You can receive annuity payments immediately, or defer payments.
- The minimum age is 50+ for a deferred income annuity, and 65 for an immediate income annuity.
*IRA Opportunity:
Donors age 70½+ may make a one-time Qualified Charitable Distribution (QCD) from their IRA to fund a CGA, which may satisfy Required Minimum Distributions (RMDs) if you are currently taking RMDs. Certain restrictions apply.
Schedule a chat to learn more.
Interested in learning more about charitable gift annuities and current rates? We are happy to talk with you and prepare a personal illustration for your review. No obligation, just helpful insights on how you can make a gift that creates income for life—for you, or someone you love.
Thank you for your ongoing commitment to Holy Cross.
Warmly,
Julie Karavan MS, CFRE
Director of Gift Planning
College of the Holy Cross
P.S. Bequest intentions documented with the college by June 30th can count toward your reunion class goals!