A legacy gift enables you to support Mount Saint Charles Academy, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Mount Saint Charles Academy in your will or trust, naming Mount as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Request a confidential, no-obligation conversation to get started.Get in touch with us
When you make a gift to Mount Saint Charles Academy from your will or trust, you'll be welcomed into the Fr. Coindre Society and join other supporters and friends of our important mission. Is Mount Saint Charles Academy already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Not only do you have options for how your gift to Mount Saint Charles Academy will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.Download Bequest Language
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Mount that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.Download CGA Information
Designate Mount as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.Learn More about DAFs
If you're 70 ½ or older, you can make a gift directly from your IRA to Mount. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.Download IRA Rollover Information
Name Mount Saint Charles Academy as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Mount Saint Charles Academy as the owner and beneficiary.Learn More about Life Insurance
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.Download Real Estate Gift Information
NamingMount Saint Charles Academyas the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.Download Beneficiary Gifts
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.Download Stock Transfer Information
There are many other ways to support Mount Saint Charles Academy through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Mount Saint Charles Academy, while at the same time preserving the benefits of those assets for you and your family.Contact Us to Discuss Your Options
Director of Advancement
401-769-0310 x 124
800 Logee Street
Woonsocket, RI 02895
If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.