Download IRA Rollover Guide

Leaving a Legacy - Rosary 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 Rosary 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 Guide (opens in a new window)

If you have made or are considering a planned gift, let us know so we can welcome you to the Royal Legacy Society, ensure your gift is directed as you’d like, and of course so we can thank you!

Let’s get in touch

Kristie Rueff O’Campo ’02

  • Kristie Rueff O’Campo ’02

    Executive Director of Advancement

    kocampo@rosaryacademy.org

    714-879-6302 ext. 1107

    1340 North Acacia Ave.

    Fullerton, CA 92831

  • 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