How to Give

Beneficiary Designation

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3 Steps to Making a Beneficiary Gift

Did you know that the beneficiaries named on a retirement plan or life insurance policy determine who will receive these funds, even if they are designated differently in your will? Did you also know that funds remaining in your IRA may be subject to multiple taxes if left to your estate?

If you are considering including a gift for Mount Saint Charles Academy in your will, we have a simple solution. Name Mount Saint Charles Academy as a beneficiary or partial beneficiary of your retirement plan and leave other less-taxed assets to your family.

It's Easy as 1, 2, 3!

  • 1. Request a "change of beneficiary" form from your plan administrator.
  • 2. List Mount Saint Charles Academy as beneficiary at the following address:
    • Mount Saint Charles Academy
    • 800 Logee Street
    • Woonsocket, RI, 02895
    • EIN #: 05-0258850
  • 3. Let us know so we can thank you!
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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.