Remember Holy Cross

These special giving opportunities, including gifts through a Will, Life Insurance, and Retirement Plans, are designed to fulfill the charitable interests of the donor, those established throughout their life, well into the future. In all cases regarding Estate Planning, Holy Cross encourages donors to consult with their professional financial/tax advisor, and to make certain their loved ones are cared for before considering an estate gift to Holy Cross.

Bequests – Including Holy Cross in a Will

A Will is an essential legal document that protects a donor’s assets, family, and interests regardless of how large one’s assets or estate may be. Maximize gifts to others by minimizing estate taxes.

You can give through a Will by:

  • designating a percentage of your estate
  • designating a specific amount of money or property (real estate or stocks)
  • gifting part or all of the estate that remains (referred to as residue or remainder) after other bequests have been satisfied
  • combining a percentage or specific amount from the estate with the remainder.

Making a gift through a Will to the Priests of Holy Cross, Indiana Province, can be most efficiently completed using our legal name and location, Priests of Holy Cross, Indiana Province, Inc., Notre Dame, Indiana.

Giving through Life Insurance

Have a life insurance policy that’s no longer needed? Consider naming the Priests of Holy Cross, Indiana Province as a beneficiary (primary or contingent). You can also purchase a new life insurance policy naming the Priests of Holy Cross, Indiana Province, as beneficiary and/or make an annual gift to Holy Cross allowing us to purchase and own a policy on your life. For more information, consult with your life insurance provider or contact Jim Kramer, Indiana Province Development Director.

Giving through Retirement Funds

Many retirement plans are funded with pre-tax dollars and substantial income and estate taxes can be levied when these funds are left to family members or others. Using a retirement fund for a gift to Holy Cross will help preserve the fund assets while directly impacting our mission and ministries. Including Holy Cross as beneficiary in a retirement plan can be accomplished by consulting with your plan administrator. For more information, contact Jim Kramer.