Planned Giving

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 Sisters Thérèse Chevrel and 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.

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 504.288.7626, ext. 7101. 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.

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 Carmel through a planned gift. If you prefer to remain anonymous, we will respect your wishes and remain grateful for your generosity.

Bequests

One way to make a planned gift is to leave a bequest in your will. Bequests may be unrestricted for general support or restricted for a specific purpose. If you would like to leave a bequest to Mount Carmel Academy, name Mt. Carmel Academy of New Orleans, Inc. in your will.

Charitable Remainder Trusts

Name Mount Carmel Academy of New Orleans, Inc. as the charitable remainder organization in your Charitable Remainder Trust. Charitable Remainder Trusts are life-income producing arrangements through which donors can provide an annual income payment to themselves and/or others, with the remainder going to our school at the end of the trust term. 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

Name Mount Carmel Academy of New Orleans, Inc. as the charitable income beneficiary of a Charitable Lead Trust. Through a Charitable Lead Trust, our school will receive income payments for the duration of the trust term, after which, the remainder reverts back to the donor or other non-charitable beneficiaries. 

Life Insurance

Name Mount Carmel Academy of New Orleans, Inc. as an owner and beneficiary of your life insurance policy.

Retirement Plan

Name Mount Carmel Academy of New Orleans, Inc. as a beneficiary of all or part of your 401(k), IRA, or other qualified retirement plan.

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 financial and legal advisors for this type of advice and for a full discussion