Giving to
The Carmel Foundation
Aging is not a closing chapter, but a dynamic and meaningful season of life. When we invest in older adults, we enrich the fabric of our whole community. We cultivate intergenerational bonds, celebrate stories, and build a culture where everyone is seen, valued, and empowered to live fully.
The services we provide to seniors in our community are made possible through the generosity and spirit of neighborliness of our supporters.
Your charitable contributions are essential to keeping our doors open and our programs accessible to all.
Our Impact Every Day
Giving Options
To learn more about giving options:
Contact the Director of Development
(831) 620-8701
Please consult your financial advisor, CPA, or tax professional when making giving decisions.
The Carmel Foundation is a 501(c)(3) nonprofit organization.
All donations are tax-deductible in accordance with IRS regulations.
Tax ID #: 94-1225368
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This is the easiest and most direct way to give. Donations may be made by:
Cash
Check
Payroll deduction
Credit card
All cash gifts qualify as charitable income tax deductions.
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If you have owned stocks or bonds for over one year and they have appreciated in value, gifting securities may provide tax advantages. Benefits include:
Avoiding capital gains tax
Receiving an immediate charitable tax deduction
Your stockbroker can assist in transferring your gift to the Foundation’s brokerage account.
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You may donate your policy or designate The Carmel Foundation as the beneficiary of your life insurance.
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A Charitable Gift Annuity provides you with:
A guaranteed fixed income for life
A charitable tax deduction at the time of your gift
Potential additional tax savings if funded with appreciated assets
At the end of your lifetime, the remaining funds become part of the Foundation’s endowment, providing ongoing income for future generations.
Gift annuities for The Carmel Foundation are backed by our partner organization, The Community Foundation for Monterey County (CFMCO).
Minimum contribution to establish an annuity: $25,000
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A bequest is a meaningful way to continue your support beyond your lifetime.
With the help of a financial advisor or attorney, you can include The Carmel Foundation in your will or trust. You may designate:
Percentage Bequest – A percentage of your estate
Specific Bequest – A fixed dollar amount
Residual Bequest – The remainder of your estate after other obligations
Contingent Bequest – A gift to the Foundation if another beneficiary predeceases you
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Memorial and tribute gifts honor loved ones and celebrate lives in a meaningful way.
The person or family you designate will be notified (no amount included)
You will receive a tax-deductible receipt
Gifts may honor birthdays, anniversaries, or those who have passed
Donor recognition
Legacy Society
The Legacy Society honors individuals who include The Carmel Foundation in their estate plans and help ensure our future through planned gifts.
Pillars of The Carmel Foundation
Recognizing donors whose lifetime giving totals $10,000 or more. Pillars are honored with a personalized plaque displayed on the Pillars of The Carmel Foundation Wall.
Donor Privacy Policy
The Carmel Foundation respects the privacy of our donors.
Financial information is confidential
Donor data is never sold or shared
Information is used only to communicate Foundation activities and needs
Donors are listed annually in our Annual Report
Anonymous recognition may be requested at any time
Volunteer
If you’re interested in volunteering or would like more information, please contact:
Director of Programs & Volunteer Service:
(831) 620-8703
Volunteers are the heart and soul of The Carmel Foundation. Our dedicated volunteers make it possible for us to offer programs and services that enrich the lives of older adults in our community.
With more than 200 active volunteers, The Carmel Foundation is proud of the time and talent shared by individuals who care deeply about making a difference. As our programs continue to grow, we are always seeking additional volunteers to support our mission.
Volunteer Opportunities
Volunteers are currently needed in the following roles:
Librarians
Luncheon Cashiers
Luncheon Hosts & Hostesses
Member Services Volunteers
Tea Hosts & Hostesses
