Gift Plans

Bequest
Give to Holy Family without affecting cashflow during your lifetime.

Charitable Bargain Sale
This part-gift/part-sale gives you a charitable deduction plus cash back.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

Charitable Gift Annuity
Receive stable lifetime payments and significant tax benefits.

Pooled Income Fund
Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.

Charitable Remainder Unitrust
Make a significant gift and create a flexible source of retirement income.

Charitable Remainder Annuity Trust
Make a significant gift and receive fixed income payments each year.

Charitable Lead Trust
Discover the innovative way to pass appreciating assets to family members while also helping Holy Family.