Gifts that Provide a Stream of Payments

Gifts that provide a stream of payments share common characteristics: they provide a stream of income to the donors or occasionally, for a term of years, to Holy Cross; their tax deductibility involves such factors as the age of the donor, the number of beneficiaries, and pay-out rates; and they are generally not available for use by Holy Cross until the death of the donor.

  • Charitable Gift Annuities
    Charitable gift annuities are the oldest and simplest method of making a planned gift. In exchange for an asset (generally, cash or marketable securities), a specific income is guaranteed to the donor and/or another beneficiary for their lifetime(s). More...
  • Pooled Income Funds
    Pooled income funds aggregate gifts from many individuals and are managed much like a mutual fund. In return, each named beneficiary receives a proportionate share of the net income earned by the fund each year. More...
  • Charitable Remainder Trusts
    Unlike pooled income funds, charitable remainder trusts are managed separately. This type of gift vehicle allows you to select your rate of return, receive fixed or variable lifetime income and a tax deduction. The remainder interests benefit Holy Cross. More...
  • Charitable Lead Trusts
    The reverse of charitable remainder trusts, charitable lead trusts provide payment, for a term of years, to Holy Cross, and then to the beneficiaries. More...