Planned Giving
How will you leave a legacy?
Learn how leaving a legacy with Rosary Academy can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support Rosary 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 Rosary Academy in your will or trust, naming Rosary as a beneficiary of all or part of a life insurance policy, or beneficiary of your IRA, taking advantage of other giving opportunities, you can preserve your assets now and support Rosary for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
Get in touch with usJoin Royal Legacy Society
When you make a gift to Rosary Academy from your will or trust, you’ll be welcomed into the Royal Legacy Society and join other supporters and friends of our important mission. All members of the Royal Legacy Society are invited to the annual Donor Reception each fall, receive two complimentary Red and Gold tickets, and are listed annually in our Gratitude Report.
Is Rosary 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.
How to Give
Not only do you have options for how your gift to Rosary 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.
General Bequest
Gifts From Your Will
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
Donor Advised Funds
Beneficiary Designation and Grants
Designate Rosary 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
Tax-Free IRA Gift
Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to Rosary. 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
Beneficiary Gifts
Retirement Accounts
Naming Rosary Academy as 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
Gifts of Stock
Appreciated Stock
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
Gifts of Life Insurance
Beneficiary Designation and Paid-Up Policies
Name Rosary 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 Rosary Academy as the owner and beneficiary.
Learn More about Life Insurance
Property
Real Estate and Other Valuables
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
Charitable Gift Annuity
Gifts That Pay You
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Rosary that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
Download CGA Information
Other Options
Other Planned Giving Vehicles
There are many other ways to support Rosary 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 Rosary Academy, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your OptionsMeet Our Donors
Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.
Johnny and Tracy Menses
To us, Rosary means sisterhood, community, and empowerment.