Anyone seeking to make a gift and qualify for tax savings.
Allows for immediate funding of endowments.
Allows us to invest now, creating a source of perpetual income for the beneficiary of your choice.
Through a retained life estate, a donor makes a gift of a personal residence to The Catholic Foundation of Utah and the donor retains the right to live in the home for life.
Making a gift of property while retaining a life estate provides the donor with a charitable income tax deduction based on the value of the property, the age of the donor, and his or her life expectancy. For a gift of appreciated property, a donor may claim a charitable income tax deduction for up to 30% of the adjusted gross income.
Publicly Traded Securities
Legacy Leadership Membership
Allows us to plan for the future benefits your gift will bring
Personal residence (donor retains tax and maintenance obligations)
Gifts made through your will, revocable living trust, retirement plan, insurance policy and bank, brokerage and other accounts that can be changed at any time up until the time of your passing.
It is for those who need assets during their lifetime but want to make a significant gift
What are the benefits for me? Flexible - you can retain the ability to redirect your gift
Possible estate tax deduction
Leave a lasting legacy
Legacy Leadership Membership
Allows us to plan for the future benefits your gift will bring.
You make a gift to the Foundation and receive fixed income for life.
Allows us to plan for the future benefits your gift will bring.
You make a gift now and defer your fixed income payments until a future date.
Allows us to plan for the future benefits your gift will bring.
Individual trust where you receive income for life or term of years based on an annual valuation of the trust assets.
Best for those seeking to make a substantial gift with significant tax advantages.
Allows us to plan for the future benefits your gift will bring.
