The Mother Thérèse Chevrel Society
Preserving the Tradition of a Carmelite Education for Future Generations through Planned Giving
The Mother Thérèse Chevrel Society recognizes those special benefactors who support Mount Carmel Academy through a planned gift. The Society is named in memory of Mother Thérèse Chevrel, the foundress of the Congregation of Our Lady of Mount Carmel. The Congregation has been a part of the fabric of the City of New Orleans since Mother Thérèse Chevrel and Sister Augustin Clerc arrived in New Orleans from France on November 1, 1833. Their journey to the new world laid the initial cornerstone for the Congregation of Our Lady of Mount Carmel in the United States and their commitment to Catholic education established the groundwork for Carmelite education in Louisiana.
Gifts from donors help Mount Carmel Academy continue our long legacy of academic excellence and zeal for the Catholic faith. Planned gifts present donors with an array of options for accomplishing their personal and philanthropic goals. Planned gifts can be structured through a variety of instruments and may offer donors the ability to maximize their giving potential while providing for themselves or a loved one. They can sometimes provide current and future benefits to donors. Depending upon the type of planned gift, charitable income tax deductions, gift and estate tax savings and capital gains tax savings may be available.
If you have already included our school in your will, estate plan, or other planned gift we hope that you will let us know. We would like to thank you and recognize your generosity. Your example will inspire others to support Mount Carme Academy through a planned gift. If you prefer to remain anonymous, we will respect your wishes and remain grateful for your generosity.
A few examples of planned giving instruments are highlighted below. If you are interested in making a planned gift to Mount Carmel Academy or for more information, please call Marcelle C. Highstreet, at 504.288.7626, ext. 1135. If you would like to include Mount Carmel Academy in your will, estate plan, or other planned gift, please use our official name Mt. Carmel Academy of New Orleans, Inc.
To include Mount Carmel Academy in your will, name Mt. Carmel Academy of New Orleans, Inc. in your will. Bequests may be unrestricted for general support or restricted for a specific purpose.
Charitable Remainder Trusts
To include Mount Carmel Academy in your charitable remainder trust, name Mt. Carmel Academy of New Orleans, Inc., as the charitable remainder organization in your trust. Through a Charitable Lead Trust, our school will receive income payments for the duration of the trust term. After the end of the trust term, the remainder of the trust is distributed to non-charitable beneficiaries. A Charitable Remainder Trust may be structured to provide fixed income through a Charitable Remainder Annuity Trust or variable income through a Charitable Remainder Unitrust.
Charitable Lead Trusts
To include Mount Carmel Academy in your charitable lead trust, name Mt. Carmel Academy of New Orleans, Inc. as the charitable income beneficiary in your trust. Through a Charitable Lead Trust, our school will receive income payments for a set period, after which the remainder is paid to the donor or other non-charitable beneficiaries.
To include Mount Carmel Academy as the beneficiary of all or a percentage of your life insurance policy, contact your insurance company or agent for information on their process and for the beneficiary designation form. On the beneficiary designation form, name Mt. Carmel Academy of New Orleans, Inc. as a beneficiary.
To include Mount Carmel Academy as the beneficiary of all or a portion of your 401(k), IRA, or other qualified retirement plan, contact your retirement plan or IRA administrator and complete a beneficiary designation form naming Mt. Carmel Academy of New Orleans, Inc. as a beneficiary.
The information contained on this website is not intended as nor should it be construed as or relied upon as legal, tax, or investment advice. We urge all donors to consult their own financial and legal advisors for this type of advice and for a full discussion.