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 GuideIf 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
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Lisa H. Lydon
Director of Alumni & Development
lydonl@mtstcharles.org
401-769-0310 x 124
800 Logee Street
Woonsocket, RI 02895
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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