GIFTS FOR TOMORROW — What is a Planned Gift?

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.

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 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.

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.

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.

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