Download IRA Rollover Guide
Leaving a Legacy - Kellenberg Memorial High School
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 Kellenberg Memorial High School 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 planned gift, let us know so we can welcome you to the Phoenix Legacy Society, ensure your gift is directed as you'd like, and of course so we can thank you!
Let's get in touch
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Brother Kenneth M. Hoagland, S.M.
Principal
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principalsoffice@kellenberg.org
(516) 292-0200 x200
1400 Glenn Curtiss Boulevard
Uniondale, NY 11553
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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.