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  • Diocesan Finance Manual
    • 14 OCT 24 Update Long-term and Short-term Savings & Loans, Appendix Expenditure Limits
      Replaces Deposit and Loan (D&L) Program
    • 23 JUN 25 Update Exempt and Ordinary Income
    • 17 MAR 25 Update DCC Building Projects
    • 05 OCT 25 Update D&L Emergency Funds moving to CFU
    • Tuition and Fees
    • Parish Accounting Procedures for Annual DDD
    • DDD Deposit Form
    • 941 W3 Reconciliation Form
  • Priest Financial Responsibility (PowerPoint)
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  • Manual Diocesano de Finanzas
  • Corresponsabilidad Financiera Sacerdotal (PowerPoint)

Diocesan Capital Corporation (DCC)

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Diocesan Real Estate Corporation Board (DREC)

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Diocesan Finance Council (DFC)
aka Roman Catholic Bishop (RCB)

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• The only persons handling money are related to one another, e.g. counting Sunday collection, or depositing the offertory from Mass in the safe or at the bank
• Selecting vendors outside of diocesan policy, i.e. not obtaining sufficient bids or routing business to an inappropriate person or company
• Intentional misallocation of funds to conceal fraudulent expenses or obtain fraudulent reimbursements
• Selling or giving away of parish or school assets without the income being paid to the parish or school and/or proper disclosure in the asset management reporting
• Solicitation of funds
  Solicitation of money may be a direct ask, or stories of need such that the solicitation is indirect.   A minister is not allowed to solicit monies for herself/himself or solicit for causes without written permission of the bishop.  Solicitation for a cause should never be given in a person's name and if given in cash should be accompanied with a hardcopy receipt through the parish or school office.  The exception would be authorized collections at Mass, e.g. passing the basket, and the collection should be properly counted and deposited in a parish or school bank account before distributing any of the funds
  • Placing a person on a monthly payment plan and working toward a goal while payments are paid to a person's name (not the parish or school)
  • A "gift" that is payable to the minister’s name while being coached to write “gift” in the memo line
• A priest may never charge a fee (for themselves) for doing a ceremony, celebrating a sacrament, etc.  Any fees would be payable to the Church to help pay the bills or be used for charitable purposes.  One can choose to give a "tip" or gift to a priest, so long as it is not solicited by him directly or indirectly.
• Weak or improper accounting controls increases the opportunity for malfeasance.  Separation of duties among staff and volunteers may necessitate compensating controls, but these would always need to be approved by the Diocesan Finance Office in writing
• There are many, many ways for concern or misconduct to occur and the above are only a small set of examples to help us be aware of the need for good stewardship and responsible care
  
  

• When the Church (parish, school, or ministry) is collecting money that too is a solicitation, but it should be paid to the parish, school, or ministry and not an individual.  This would be a responsible and appropriate solicitation and together we can do much good.  These gifts will also be tax-deductable as they were given to the non-profit entity and not an individual.
• An unsolicited gift is when the person giving the gift was not prompted or asked, in essence it was “their idea” and not the idea of the person receiving it.  It is okay to give a gift when it is unsolicited.  Gifts are an expression of appreciation, thankfulness, and well intended.  A good example is a birthday gift to a minister or employee, a tip that was not solicited.
• Gifts given to the parish, school, or other ministry made payable to those ministries are always appreciated and appropriate.
• The Diocesan published Second Collections, Diocesan Development Drive (DDD) and the annual Cooperative Mission Appeal are always authorized.  Other solicitations for causes require the approval of the Bishop's Office in writing.

• Catholic Foundation of Utah
  • Fiscal Year End 2024
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  • Fiscal Year End 2021
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• Diocesan Capital Corporation
  • Fiscal Year End 2024
  • Fiscal Year End 2023
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• Diocesan Real Estate Corporation
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• Roman Catholic Bishop
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• Group Ruling 2024
• IRS Determination Letter 2024

• Catholic Foundation of Utah Investment Policy
• Diocesan Finance Presentation 2023
• National Collection Schedule (See Chancellor's Resources)
• Utah New Hire Registry Reporting Form
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