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

An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals

Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning. 

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There Is Still Time to Plan for a Happy New Year with Tax-Smart Charitable Giving

Did you know there is still time to take advantage of powerful year-end charitable planning strategies? Read more to learn how these gifts could also generate tax savings.

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