Legacy Giving
“May the Most Sacred Heart of Jesus inflame your souls with
His divine love and bestow upon you abundant graces.”
Venerable Mother Luisita
Since 1921, the Carmelite Sisters have served all those entrusted to our care and fostered the spiritual life of God’s people with the help of friends and benefactors from all walks of life. We could not complete this work without your continued support and friendship. Together, we are a reflection and conduit of God’s great goodness for those we are privileged to serve.
Planned giving provides donors the opportunity to establish a legacy that will inspire others and be remembered for generations to come. Legacy gifts are not reserved only for those with great wealth – your contribution will ensure that the Carmelite Sisters will have the resources needed to continue our apostolic work for many years into the future. Like St. Therese of Lisieux said, becoming a legacy donor allows you to “spend your heaven doing good on earth” and leave a lasting impact on the life and work of the Carmelite Sisters. You are also assured that the many generations of Sisters who follow will continue to remember you in grateful prayer.
Legacy Giving Brochure
Planned Giving Opportunities
A Will or Bequest
A will or bequest provides an opportunity to assist in the works of the Carmelite Sisters of the Most Sacred Heart of Los Angeles in a significant way that may not have been possible in your lifetime by designating a specific, tangible piece of property (cash, securities, real estate and tangible personal property) to be given to support the works of the Sisters.
Retirement Plan
Recent federal tax law changes are designed to make charitable gifts from retirement plans even more attractive and simple. Under the right circumstances, gifts of these assets can be on a tax- free basis during and/or following your lifetime.
Charitable Lead or Remainder Trust
After providing for your loved ones, you can direct that a specific amount, a certain property, or all or a percentage of what remains to be designated for the Carmelite Sisters of the Most Sacred Heart of Los Angeles.
Life Insurance Policies
Life-insurance policies that have built up cash value but are no longer needed for the purpose for which they were intended make excellent charitable gifts.
Gift with Retained Income for You or for Others
A number of methods exist that allow you to make charitable gifts while providing increased income for you and/or others along with current and future tax savings and other financial benefits.
Prayers & Remembrance
The Carmelite Sisters of the Most Sacred Heart of Los Angeles remember in daily prayer their benefactors and all those who have included them in their estate planning. Please let us know if you have designated the Sisters to be beneficiaries in your planned giving. We want to express our gratitude to you personally for your generosity and pray for you and your intentions in a very special way.
Estate Plan
If you would like to leave a gift to the Carmelite Sisters as part of your estate plan, we suggest you speak with your attorney or tax advisor for guidance. Please use our full legal name, Federal Tax ID number and address as listed below:
Legal Name: Carmelite Sisters of the Most Sacred Heart of Los Angeles
Federal Tax ID number: 95-2564138
Address: 920 East Alhambra Road, Alhambra, California 91801
If you have any questions or for more information, please contact The Office of Mission Advancement at 626-557-4900 or use the form below:
Planned Giving Opportunities
A Will or Bequest
A will or bequest provides an opportunity to assist in the works of the Carmelite Sisters of the Most Sacred Heart of Los Angeles in a significant way that may not have been possible in your lifetime by designating a specific, tangible piece of property (cash, securities, real estate and tangible personal property) to be given to support the works of the Sisters.
Retirement Plan
Recent federal tax law changes are designed to make charitable gifts from retirement plans even more attractive and simple. Under the right circumstances, gifts of these assets can be on a tax- free basis during and/or following your lifetime.
Charitable Lead or Remainder Trust
After providing for your loved ones, you can direct that a specific amount, a certain property, or all or a percentage of what remains to be designated for the Carmelite Sisters of the Most Sacred Heart of Los Angeles.
Life Insurance Policies
Life-insurance policies that have built up cash value but are no longer needed for the purpose for which they were intended make excellent charitable gifts.
Gift with Retained Income for You or for Others
A number of methods exist that allow you to make charitable gifts while providing increased income for you and/or others along with current and future tax savings and other financial benefits.
Prayers & Remembrance
The Carmelite Sisters of the Most Sacred Heart of Los Angeles remember in daily prayer their benefactors and all those who have included them in their estate planning. Please let us know if you have designated the Sisters to be beneficiaries in your planned giving. We want to express our gratitude to you personally for your generosity and pray for you and your intentions in a very special way.
Estate Plan
If you would like to leave a gift to the Carmelite Sisters as part of your estate plan, we suggest you speak with your attorney or tax advisor for guidance. Please use our full legal name, Federal Tax ID number and address as listed below:Legal Name: Carmelite Sisters of the Most Sacred Heart of Los Angeles
Federal Tax ID number: 95-2564138
Address: 920 East Alhambra Road, Alhambra, California 91801
If you have any questions or for more information, please contact The Office of Mission Advancement at 626-557-4900 or use the form below: