ESTATE AND CHARITABLE GIFT PLANNING
Welcome to the Estate and Charitable Gift Planning page of the Catholic Foundation of Utah. Making a planned gift to the Foundation allows each donor to create a lasting legacy within the scope of personal financial planning. Income and Estate Taxes are structured to encourage each of us to plan carefully for the people and organizations we most dearly care for. Some gift arrangements may allow you to give more than you thought possible while still providing you or someone you designate with favorable financial and/or tax benefits; including income for life.
The Catholic Foundation of Utah is a non-profit organization which promotes the strength and viability of the Catholic Diocese of Salt Lake City. Through thoughtful and generous benefactors, the Foundation funds long-term endowments and special projects for the many Church ministries in
Utah
.
Foundation donors have an opportunity to make a lasting contribution to individual parishes, schools and other Catholic agencies. Their gifts assure both the continued strong presence and the future growth of these Church programs. Planned gifts to the Foundation are about planning for the future: your future and the future of the ministries, organizations and programs within the Catholic Church in Utah.. We hope that this site will reveal how planned giving can help you accomplish multiple goals with your donation.
New to charitable gift and estate planning? Here's information to help you understand how planned gifts work, including what kinds of assets you can use to fund a gift.
The variety of planned gifts available makes it easy to find one that is most suited to your needs. Discover the benefits of each gift type.
Charitable Gift Design and Planning - An overview of the Catholic Foundation of Utah's estate planning program along with tools, techniques, articles, and related links to help you as a financial advisor assist your clients in meeting their specific philanthropic and financial planning objectives.
The information provided on these pages is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
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