Introducing the Carmel Mission Legacy Society
WHEN WE SEE THE VIBRANT AND ACTIVE CARMEL MISSION OF TODAY, FEW WILL REMEMBER THAT NEARLY 200 YEARS AGO, THE MISSION WAS ABANDONED AND FELL TO RUIN.
We owe an untold debt of gratitude to countless individuals — over many decades — whose benevolence made today’s Mission a reality. Their generosity not only restored the Mission’s structures to their former glory but also helped restore a house of faith, education, and outreach that is deeply rooted in our community.
This legacy of giving is the inspiration behind the Carmel Mission Legacy Society. Its purpose is to acknowledge past gifts and honor those who include Carmel Mission in their estate planning.
Legacy gifts provide a unique opportunity to ensure perpetual care for Carmel Mission. Your gift will help this historic and sacred church serve as a house of worship, an educational resource, and support for the most vulnerable in our community, for generations to come.
Ways You Can Give
Through planned giving, there are many ways to make a gift to Carmel Mission without impacting your own financial future. When you include Carmel Mission in your will or living trust or as a beneficiary of your retirement plan or life-insurance policy, you can plan, with confidence, that your generosity will support the Mission after your lifetime.
A legacy gift does not alter your current lifestyle in any way and allows you to leave a legacy without giving up your assets. It is important to note that the bequest is revocable, allowing you to change your mind at any time should your circumstances change.
Explore Your Options for Planned Giving | Carmel Mission Legacy Society FAQ
Your Benefits and Recognition as a Member
- You can leave a legacy without giving up your assets
- It’s not all or nothing — you can allocate a specific asset, dollar amount, or percentage of your residual estate
- A bequest of a retirement account (IRA, 401K, etc.) is generally free of state and federal income tax
- Your planned gift will be recognized with a listing on the Carmel Mission Legacy Society donor display and our website
- Your generosity will be acknowledged annually during a special mass dedicated to legacy society members and an invitation to reception following the service