-
Life Stage Planner™
With this tool you will learn about the issues you may be dealing with as you decide which type of gift is most appropriate given your life situation.
-
Leave Your Legacy
By leaving a bequest gift to Mount Carmel through your will, you will know that your generosity will support Mount Carmel for years to come.
Gift Planning
Welcome to Gift Planning
Making a planned gift is a wonderful way to show your support and appreciation for Mount Carmel High School and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to Mount Carmel.
We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.
Life-Income Gifts
Gift Comparison Chart
Planned Giving Blog
Featured Blog Post
Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25
Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
