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Welcome to Gift Planning Types of Planned Gifts What to Give Holy Name Legacy Society Donor Stories Life Stage Gift Planner™Gifts by Wills and Trusts Donor-Advised Funds Gifts of Stock Contact Us Request a Calculation More Resources

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What to Give

The simplest way to support Holy Name is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These provide you with charitable deductions and can offer additional tax savings as well.

Choose the category of assets below that best fits your situation.

Doctor talking with patient. Link to Gifts of Cash, Checks, and Credit Cards

Gifts of Cash, Checks, and Credit Cards
A gift of cash is easy to make.

Couple talking with their adviser. Link to Gifts of Appreciated Securities

Gifts of Appreciated Securities
Smart gift planning combines charitable intent with cost-efficient planning techniques.

Happy people playing golf. Link to Gifts from Retirement Plans

Gifts from Retirement Plans
Consider retirement-plan benefits for a significant gift to Holy Name.

Smiling couple. Link to Gifts of Life Insurance

Gifts of Life Insurance
Life insurance may fund a gift or replace the value of a gifted asset.

Family having a picnic. Link to Tangible Personal Property

Tangible Personal Property
Tangible property contributions provide charitable deductions based on a standard of "related use."

Family standing in front of their home. Link to Gifts of Real Estate

Gifts of Real Estate
Most kinds of real estate may be donated to Holy Name.

Couple talking with their adviser. Link to Closely Held Business Stock

Closely Held Business Stock
Business owners contributing closely held stock are allowed a charitable deduction.

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