For Others, Forever: Tax-Smart Ways to Give As you plan your year-end giving, there are a few simple tax-smart options you may choose to support Holy Cross and our students.
Tax-smart ways to give
Thank you for all you do for Holy Cross. As you plan your year–end giving, consider these tax-smart options:
- Appreciated securities: Give stock or mutual fund shares to avoid capital gains tax.
- IRA Qualified Charitable Distribution (QCD): If you are 70½ or older, give directly from your IRA.
- Donor–advised fund (DAF): Recommend a grant today.
P.S. To count for this tax year, please complete your gift by December 31. We recommend making your request at least three weeks in advance.