Leave a Legacy at Rosary Academy
Including Rosary Academy in your personal legacy contributes to our financial strength and ability to effectively carry out our mission. If you have already made a provision to include Rosary in your estate plans, please consider notifying us by completing and returning this document. It is important to us to ensure that we have accurately recorded your intentions for the use of your gift and to recognize your generous support.
I/we have provided for the future of Rosary through a provision in my/our estate plans in the following way:
Rosary is in my/our will or living trust
Retirement plan beneficiary designation
Charitable gift annuity
Charitable remainder trust
Charitable lead trust
Gift of real estate or personal property
Life insurance beneficiary
While not required, you may wish to include a copy of the relevant portion of related documents with this form.
I/we would be pleased to be part of the Royal Legacy Society.
Recognition name(s) for Royal Legacy Society Listing: _______________________________________________________
I/we prefer to be anonymous.
I/we are not able to consider this type of support at this time but may in the future.
I/we would appreciate more information about: ____________________________________________________________
Name/s (please print): ________________________________________________________________
Address: __________________________________________________________________________
Phone: ______________________________
Email: ______________________________
Contact information—representative of my estate:
Name: ______________________________
Phone: ______________________________
Role: _______________________________
Email: ______________________________
Rosary Academy (EIN #: 95-2419408)
1340 North Acacia Ave.
Fullerton, CA 92831
714-879-6302 ext. 1107
The information you provide will remain completely confidential unless you authorize Rosary Academy to publicize your gift. Rosary understands that all bequest provisions are revocable and any intentions stated here are not binding on you or your estate.