Welcome to Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for Holy Name and its mission, while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Holy Name.

We recommend that you familiarize yourself with various gift options by exploring Types of Planned Gifts and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Plan by Life Stage

Taking your current life stage into account is very helpful when planning your gift to Holy Name.

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Compare Gift Options

Use our comparison tool to see which gift best meets your goals.

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Join the Holy Name Legacy Society

We invite you to join our society honoring our generous donors.

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Planned Giving Blog

August Is National Make-A-Will Month—Time to Make the Most of Your Will Power

If you’ve been putting off creating or updating your will, August is the perfect time to ensure your plans are in place. Read more about the importance of having an up-to-date will.

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Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25

Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.

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