Page 6 - Becoming For Others. Forever.
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Easy and Economical
Gifts Through Beneficiary Designations
The easiest way to make a planned gift is by making the College a beneficiary of your bank account, brokerage or retirement account, donor advised fund, or life insurance. You may not need to hire an attorney – anyone can change a beneficiary designation.
RETIREMENT ACCOUNTS MAY BE YOUR BEST ASSETS TO GIVE AWAY
One of your largest assets may be your retirement plan, such as a 401(k), IRA, or Keogh. Most name their surviving spouse to inherit accounts. You may choose to name Holy Cross as one of your primary or secondary beneficiaries of your retirement plan, then use other assets not subject
to income tax to make gifts to your heirs. As a tax-exempt charity, the College will not pay income tax on the distribution, and your heirs will receive their share of your estate from assets that may not be taxed at all.
 What We Do Remains
Ron Mattana ’63, retired Air Force lieutenant colonel
Overwhelmed with academics and athletics left Ron with fleeting thoughts
of quitting his first year at Holy Cross. But with the encouragement of
his father, the support of teacher
and mentor Fr. Swords, and his own tenacity, he made the
decision to push through.
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