Download IRA Rollover Guide

Leaving a Legacy - The Academy of the Holy Names

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 the Academy of the Holy Names by rolling over all or some of your IRA distribution.

Fill out the form to get our IRA Rollover Guide & Sample Language.

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

Planned Giving

Continue a Legacy of Light

Explore ways to make a gift that reflects your values, supports AHN, and fits the plan you have already built for your family.

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  • Advisors

    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