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

Planning with Stocks: Use Your Charitable GPS to Find the Exit Ramp to Savings

Whether or not the value of your stocks and securities has grown, you can use them to fund charitable gifts and realize tax benefits. Read more to learn about three tax-savvy options.

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National Make-A-Will Month: The Perfect Time to Create or Review Your Will

Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will.

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