Page 13 - Becoming For Others. Forever.
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  particularly attractive. It was a gift that benefits not only Holy Cross but two other charities important to the couple.
“I LIKED THE FACT THAT
MY WIFE AND I WOULD GET THIS INCOME FOR LIFE, AND AT THE SAME TIME, WE’RE CREATING A LEGACY AT INSTITUTIONS IMPORTANT TO US,” says Don.
He then took out a second-to-die life insurance policy to benefit
his children so the trust did not diminish their inheritance.
Don found a creative way to give that was easy to arrange and advantageous to all. To see what a charitable trust or gift annuity would look like for you, contact the Office of Gift Planning.
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