Planned Giving
At Holy Cross Preparatory, we believe in building a future filled with hope, faith, and excellence for our students. Planned giving offers a unique opportunity to leave a lasting legacy that empowers generations of students to thrive academically, spiritually, and personally.​ Whether you’re an alumnus, parent, or valued supporter, your planned gift ensures that the values and mission of Holy Cross Prep live on for years to come.
Don't Just Make A Gift - Plan It!
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​Planned giving allows you to make charitable contributions to Holy Cross Prep while achieving your personal, financial, and philanthropic goals. These gifts often come from assets rather than income and are typically arranged to benefit the school at a future date, such as through your will or estate plan.​ Planned giving options are flexible and can be tailored to meet your needs. No matter the size of your contribution, your gift makes a meaningful impact.
Why Planned Giving?
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A planned gift optimizes a donor’s financial, tax, and estate plans while securing the long-term financial strength of Holy Cross Prep Academy. Planned gifts ensure that Holy Cross continues to thrive for generations to come! Perhaps you are planning for your financial future, exploring ways to save on taxes, increase retirement income, or protect your assets.​ A well-planned gift can help you achieve all of these goals while making a lasting impact on Holy Cross Prep.​​​​
Planned Giving Strategies​
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Give an Asset Instead of Cash - The IRS offers charitable donors a unique tax advantage. By giving Holy Cross Prep an asset that has appreciated in value, you can:
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​Claim a charitable deduction for the asset’s current fair market value.
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Avoid paying capital gains tax on the appreciation.
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This double tax benefit allows you to make a larger gift than you could with cash while still supporting our mission. Eligible assets include:​
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Marketable securities: Stocks, bonds, and mutual fund shares.
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Valuable personal property: Artwork, collectibles, and equipment that can support our work.
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Real estate: Residential, commercial, or investment properties.
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​​2. Make a Gift That Pays You Back​ - Turn low-dividend assets into a reliable income stream while supporting Holy Cross Prep. A life income gift provides income to you or your loved ones now and leaves a future gift for Holy Cross Prep. Options include:​
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Charitable remainder trusts
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Charitable gift annuities
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These gifts are ideal for donors who:​
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Hold appreciated stock paying low dividends.
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Are planning for retirement and need additional income.
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Want to use stock or assets to make a significant gift while still benefiting from an income stream.
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3. Make a Gift That Costs You Nothing During Your Lifetime - A bequest is one of the simplest and most flexible ways to make a lasting impact. Bequests are easy to set up and don't require parting with any assets now. This makes them a powerful option for ensuring that your legacy supports Holy Cross Prep well into the future. A bequest is a gift made through your will or revocable trust, allowing you to:​
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Retain full control of your assets during your lifetime.
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Update or adjust your gift as needed.​
To make a planned gift, please contact:
Mr. John Langan
Director of Advancement
advancement@hcprep.org
856-461-5400 Ext 3006