Planned Giving
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GIFTS FOR TOMORROW — What is a Planned Gift?
A "planned gift" can provide support to Holy Cross of San Antonio in the future, while providing financial and tax benefits to you and your family today or tomorrow.
Please contact your attorney or financial advisor to find out what types of gifts will work best for you.
BEQUESTS
Remembering Holy Cross in your will is one of the easiest planned gifts you can make. You can specifically provide for family and friends first, then leave a percentage or specific amount to Holy Cross of San Antonio.
LIFE INCOME GIFTS (TRUSTS)
Charitable Remainder Unitrusts and Annuity Trusts, assure future support of the mission of Holy Cross of San Antonio. This type of gift is beneficial if you would like retain income for your lifetime or the lifetime of a beneficiary.
LIFE INSURANCE POLICIES
Life insurance may be appropriate for some benefactors who have an existing policy they no longer need, or where the benefactor wishes to purchase a new policy with Holy Cross of San Antonio named as the irrevocable beneficiary.
RETIREMENT PLAN GIFTS
Assets accumulated in a retirement plan, such as an IRA, can be a source of funding for a charitable gift by naming Holy Cross of San Antonio as the beneficiary or contingent beneficiary of such plans. Tax benefits are based on IRS regulations at the time of the designation.
CHARITABLE LEAD TRUSTS
A charitable lead trust can be used to transfer assets to your heirs at a significantly reduced tax liability. The trust makes a fixed payment to Holy Cross for a specified term, measured either by someone's life or a selected number of years. After the trust term ends, the assets of the trust are either returned to you or passed on to children or other loved ones.
Perpetual Lights
Perpetual Lights of Holy Cross that have been left as a Legacy of Light ™ and have enabled us to better serve our students and community.
Ms. Anamay McGoohan †
Ms. Mary E. McKinney †
Mr. Marcelo N. Ovalle †
Your attorney or financial advisor will be able to help you determine which gifts will be most beneficial.
CONTACT:
HOLY CROSS OF SAN ANTONIO
OFFICE OF ADVANCEMENT AND DEVELOPMENT
426 N. San Felipe St.
San Antonio, TX 78228-6294
(210) 433-9395
E-mail: rene.escobedo@holycross-sa.org
