Ways to Donate

Stock or Securities: For instructions to transfer securities, please contact Sr. Barbara Losh, OCD, CCA Treasurer at barb.carmel@gmail.com.

Gift to the CCA through your IRA: Click here

The Charitable IRA Rollover Law has been made permanent. If you have an IRA and have reached the age of 72, you must take a required minimum distribution (RMD) from your IRA on an annual basis. You can authorize a direct gift from your IRA to the CCA (up to $100,000). This will reduce your ordinary income. Contact your IRA administrator to do this. Contact the CCA treasurer for information regarding where the administrator should send the funds.

This is not legal or tax advice. Please contact your own accountant, lawyer, or financial advisor as to your individual situation.

BENEFICIARY DESIGNATION
An easy way to include CCA in your estate plan is to name the CCA as beneficiary of your
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Donor Advised Fund
Retirement Plan IRA or other retirement assets
Life insurance policy
Bank or brokerage account
Charitable Lead Trust
Charitable Remainder Trust

BEQUESTS
You may provide a legacy for the CCA in your Will or a Codicil to your Will or your Trust by stating the CCA is to receive:
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A specific dollar amount
Specified assets, such as securities
all or a percentage of your residuary estate (the balance of what is left after all other gifts and obligations).
Any bequest to the CCA is fully deductible for estate tax purposes.

How to Make a Bequest: Useful language

Cash Bequest
“I give, devise and bequeath (the sum of ____ dollars) to the Carmelite Communities Associated, Inc., to be used for its general purposes.

Residuary Bequest
“I give (all or __ percent) of the rest, remainder and residue of my estate (including lapsed legacies and devises) to the Carmelite Communities Associated, Inc., to be used for its general purposes.”

Contingent Bequest
I give (name of person) (description of property) (or) (the sum of dollars) (or) (all or ___ percent of the rest, residue or remainder of my estate) to the Carmelite Communities Associated, Inc. to be used for its general purposes.

We would be pleased to acknowledge your generosity. We would appreciate your completing and returning the following form. If you choose to be anonymous we will respect that, but would like you to send in the form for our future planning.

This information is not intended to represent legal or tax advice or to substitute for such advice. We urge you to consult your professional advisors when considering your charitable gift planning options.

Planned Giving Form

(Optional) I have provided for the FWA in my:
– Will/Living trust
– Retirement fund
– Life insurance policy
– Charitable trust
– I have included CCA in my estate plans.

 Send correspondence in care of the CCA Treasurer, Sister Barbara Losh, OCD  Carmel of the Holy Family, 2541 Arlington Rd, Cleveland Heights  OH  44118.

Carmelite Communities Associated (CCA) is a nationwide association of communities of Discalced Carmelite nuns formed to support one another in the deepening of the Teresian contemplative life:

• We live the prophetic voice of the Carmelite charism in our witness of faith and hope in the Triune God.
• We nurture relationships among our member communities and with the Carmelite family here and abroad. We collaborate to create mutual respect and practical support.
• We recognize and honor our differences while working to strengthen our unity in diversity.

CCA 2023 – 2025 Goals

Goal 1: We have fostered a broader acceptance of unity in diversity and the mutuality of the Carmelite family, especially by continuing collaboration, friendship, and communion among associations/federations at home and abroad. We have reached out, and collaborated with, other religious organizations to explore life-giving relationships in ways that are mutually beneficial.

Goal 2: We have continued to work at achieving a representative voice in matters affecting our lives, the Teresian charism, and the Order.

Goal 3: We have developed and empowered our members to be future leaders of and/or contributors to CCA.

Goal 4: We have continued to provide active, mutual support to the identified needs of our communities. Coming from a way of life that emphasizes autonomy, we now affirm the desire to continue to create a culture of sisterhood.

Goal 5: Each CCA community has adopted the protocol/practice of documentation in each of the areas as recommended by the task force and will have such in place within the next two years along with a process to keep current.

Goal 6: We have explored and proposed options for the future.