Estate and Charitable Gift Planning

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.

Ways of Giving

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.

Gift Option Matrix

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.

Advisor Resources

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.

 Should I Plan My Own Funeral?

by Reverend John E. Norman

Perhaps the most difficult human experience we ever face is the loss of a loved one through the reality of death. We accept its inevitability, but assume it will always be far in the future. It makes sense to make both well-informed and clearly outlined plans regarding your funeral. It is also important to make sure that your plans are easily available to your family and parish at the time of your death.

It is also very common that family members planning our funerals may no longer be practicing their faith or may not be active in the Church. There could even be some animosity that exists between survivors and also toward the Church. These are all important reasons to have clear instructions available and ready.

Your parish and its staff are your best resource. They will provide you with possible Scripture readings and a selection of hymns. Your pastor can also assist you with clear information regarding choices related to cremation, a wake or rosary service, burial, vaults and other important decisions. Parishioners have arranged an appointment with me for these discussions. The process is an easy one and can result in strong feelings of confidence and relief once the plans have been made final.

As you attend funerals or wake services and you are impressed with a particular song, prayer or reading, make of note of it and include it in your own plans. It would also make sense that spouses would share in this planning and preparation.

It can also be valuable to choose a mortuary and share your wishes with them. Some mortuaries are much more familiar and competent in regard to the rituals and traditions of the Roman Catholic faith. Your pastors may make recommendations that can assist you. Mortuaries and cemeteries also have plans that can accommodate pre-payment for all of their services. Even casket and headstone choices can be made and paid for.

Many also choose a charity, parish or school to receive donations or gifts at the time of your death in place of the tradition of sending flowers. Friends and family find this a very meaningful way to remember those who have died. It is also a very generous act of charity on behalf of the deceased. Including this information in your obituary is important and should be part of your planning.

Leaving an outline or list of important dates of events in your life is also important. Having that information in one place is another important part of your plans. There is certainly nothing wrong in writing your own obituary.

Your pastors can assist in the many possibilities for planned giving through estates, gifts of stocks, single gifts, wills and endowments. The Catholic Foundation of Utah, 801-456-9306, can also offer valuable assistance. Each parish has an endowment in the Catholic Foundation. Gifts add to the principal and provide yearly support that goes directly to the parish. Each school, diocesan office or special ministry also has an endowment. Larger gifts can carry the family name or the donors.
You are reminded that Mount Calvary Cemetery, 801-355-2476, in Salt Lake City is owned and operated by the Diocese of Salt Lake City. Mass is celebrated at the altar in the center of the cemetery each Memorial Day and All Souls Day.

Making arrangements for the celebration of your funeral Mass and other related events is a very good thing to do. It is easy to do and well worth the time it will take. I suggest you do it soon. It is a thoughtful gift to your family that will be fully appreciated at the time of your death.

The Reverend John E. Norman is pastor of Saint Vincent de Paul Parish.