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(Max 3)

Provide support to Holy Cross while decreasing the out-of-pocket cost to you by avoiding capital-gain tax

Avoid income tax on an RMD and provide current support to Holy Cross

A charitable bequest

Reduce estate and death taxes, and retain control over your assets during your lifetime

Leave assets to Holy Cross and your heirs upon your death but you are not sure what to leave to whom

Naming Holy Cross as a beneficiary of your retirement-plan benefits

Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs

Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation