Download IRA Rollover Guide

Leaving a Legacy - Mount Saint Charles Academy

The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would otherwise face multiple levels of taxation if left in your estate.

With just a simple message to your IRA provider, you can support Mount Saint Charles Academy by rolling over all or some of your IRA distribution.

Fill out the form to get our IRA Rollover Guide & Sample Language.

Download IRA Rollover Guide

If you have made or are considering a planned gift, let us know so we can welcome you to the the Fr. Coindre Society, ensure your gift is directed as you'd like, and of course so we can thank you!

Let's get in touch

  • Lisa H. Lydon

    Director of Alumni & Development

    lydonl@mtstcharles.org

    401-769-0310 x 124

    800 Logee Street

    Woonsocket, RI 02895

  • For Professional Advisors

    If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.

  • Download Advisor Guide