You Have Questions,
We Can Help
Learn More
Gifts from Wills and Trusts:
When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name College of the Holy Cross in a will or trust please use the following suggested language:
I give, devise, and bequeath to the TRUSTEES OF THE College of the Holy Cross, a nonprofit corporation existing under the laws of the Commonwealth of Massachusetts located in Worcester, Massachusetts, Tax Identification Number 04-2103558 (hereinafter, the College), the sum of $_____ (or, ___ percent of my residuary estate) to be used at the discretion of the College for its general purposes.
Gifts of Appreciated Securities:
Legal Name: College of the Holy Cross
Tax I.D. Number: 04-2103558
DTC Number: 0443
Account #: N7M002176
Incorporated in: Worcester, MA
Please contact us for a stock transfer form.
Make a Tax-Free Gift from Your IRA
Legal Name: College of the Holy Cross
Tax I.D. Number: 04-2103558
Address: One College Street, Worcester, MA 01610
If you need information or if you have any questions or concerns, please contact Julie Karavan MS, CFRE at 508-793-3481, email giftplanning@holycross.edu, or Schedule a Call.
Planned Giving Is A way to support College of the Holy Cross in the future, through arrangements you make today.
A planned gift is a meaningful expression of your belief in Holy Cross’s Jesuit mission of educating men and women for others. These thoughtful arrangements create lasting impact on Mount St. James, ensuring future Crusaders receive the transformative liberal arts education that has defined our Worcester campus for over 175 years.
You can make charitable gifts that reflect your Holy Cross values, continue to meet your current income needs, and take advantage of current tax benefits—all while strengthening the College’s ability to form future leaders in the Ignatian tradition.
This site is designed to provide you with the information and resources you need when exploring a planned gift to Holy Cross. You’ll also find helpful materials to share with your financial advisor and estate planner as you consider your options.
Ready to explore how your generosity can create opportunities for future Crusaders forever? When you’re ready to take the next step, use this site to connect with our Office of Gift Planning, and begin a confidential, no-pressure conversation about the possibilities for your legacy on Mount St. James.
The 1843 Legacy Society
College of the Holy Cross alumni, parents, and friends who include Holy Cross in their estate plans are welcomed into The 1843 Legacy Society. Originally known as The Codicil Club, this distinguished group now includes nearly 800 members who honor the spirit of philanthropy that has sustained Holy Cross for more than 170 years.
Simply let our staff know that the College is included in your estate plans. Members can be any age, make a planned gift of any amount, and may change their intention at any time. Membership does not require disclosure of the amount of your intention.
The easiest way to join is naming College of the Holy Cross as a beneficiary in your will, trust, or retirement account. Other options include charitable gift annuities, charitable remainder trusts, or gifts of life insurance.
The 1843 Legacy Society members receive invitations to exclusive campus events, including an annual celebration at Reunion and legacy lunches at venues around the country—great opportunities to connect with fellow Crusaders committed to Holy Cross’s future.
Ready to Join?
If you've included Holy Cross in your estate plans or intend to do so, please let us know. Simply contact us at giftplanning@holycross.edu.
Ways to Give Personalized Giving – Powerful Results
Explore the variety of gift planning options below to discover the approach that best fits your financial situation and philanthropic goals for Holy Cross.
Gifts from Your Will Bequests
Through a provision in your written and executed will or living trust you can make a gift to the College in the form of cash, securities, real estate or personal property. There are many types of bequests. Consult with your attorney to choose the one that best fits your needs and intentions.
Learn More about Gifts From Your WillBeneficiary Designations Retirement Assets and other Funds
Naming College of the Holy Cross as the beneficiary of a retirement plan asset such as an IRA, 401(k), or 403(b) will accomplish a charitable goal while realizing a significant tax savings.
Learn More about Gift of Retirement AssetsLife Income Gifts Charitable Gift Annuities
You can turn under-performing assets (cash, stock, CDs, savings bonds, etc.) into a gift to College of the Holy Cross that provides income to you or you and a loved one. Your College of the Holy Cross Charitable Gift Annuity will return fixed, quarterly payments for life and provide tax benefits, too.
Learn More about Charitable Gift AnnuitiesIRA Qualified Charitable Distribution Make a Tax-Free Gift from Your IRA
If you are
Gifts of Appreciated Assets Buy Low. Give High.
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, your gift costs you less than the amount the College receives. You'll get a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.
Learn More about Gift of StockGifts of Real Property Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections can be deducted from your income tax today, avoid capital gains, and reduce estate taxes in the future. There are even ways to donate your home and live there as long as you'd like.
Learn More about Gift of PropertyDonor Stories
Ron Mattana ’63
"Father Swords pulled me through tough times when I thought of quitting. I prevailed because I had someone on my side."
Read Ron Mattana ’63'sStoryMaura (Kelly) Fredey ’94 and Gene Fredey ’93
"Holy Cross values are present in everything we do. The College is in our estate plans so the world continues to receive those gifts."
Read Maura (Kelly) Fredey ’94 and Gene Fredey ’93'sStoryMary & Terry Donahue ’63
"Knowing this news will bring smiles to their faces makes us happy."
Read Mary & Terry Donahue ’63'sStoryBill Gilmartin ’71
"My parents had big dreams for me: Holy Cross helped make them happen. The gift in my will is the most concrete way I can show my undying gratitude."
Read Bill Gilmartin ’71'sStoryEileen Stevenson, R.N.
"Holy Cross gave me a terrific husband. So I’m giving back with a gift in my will."
Read Eileen Stevenson, R.N.'sStoryMargaret Lanzetta ’79
"At Holy Cross I learned to believe, ’Yes, I can."
Read Margaret Lanzetta ’79'sStoryDonal Sullivan ’56 P90
"Got some stock. Got a bonus. Got a remainder trust. Got no regrets."
Read Donal Sullivan ’56 P90'sStoryTom Schneckner ’04
"I love telling people I went to Holy Cross. It brings me tremendous pride to be part of the Holy Cross family."
Read Tom Schneckner ’04'sStorySteve Nelson-Marrufo and Joe Sasso ’75
"Moving Students In Today, Moving the Mission Forward Tomorrow."
Read Steve Nelson-Marrufo and Joe Sasso ’75'sStoryeNews Archive
April
The academic rigor at Holy Cross is important, but the lifelong lessons of unconditional love and community are what truly endure.
Read News from Love & CommunityMarch
As the Lenten season unfolds on campus, we examine how those formed by Holy Cross continue to shape the world as men and women for and with others.
Read News from Lenten Greetings from Mount St. JamesFebruary
Do you love Holy Cross and believe in our future? Naming Holy Cross in your estate plan is the ultimate endorsement of our school and an easy way to show your love.
Read News from Share the LoveJanuary
Happy New Year! Stories are meant to be shared. They can inspire us, explain us, and help us imagine possibilities for the journey we share.
Read News from New Year - New OpportunitiesNovember
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.
Read News from For Others, Forever: Tax-Smart Ways to GiveOctober
National Estate Planning Week is October 20th – 26th. It’s never too soon to create or review your estate plans.
Read News from We’re Here to HelpOctober
Estate Planning Week reminds us to plan proactively to ensure your assets and the causes that matter to you most are protected.
Read News from Plan Your Legacy During Estate Planning Awareness WeekSeptember
You might not be heading back to The Hill this fall, but the impact of your giving can be felt by the students and faculty who are.
Read News from Back to Holy CrossAugust
August is National Make-a-Will Month—the perfect time to move past the myths and create a plan that protects your legacy.
Read News from National Make-a-Will Month