A Gift to Our Church

My Dear People, For nearly 2,000 years Christianity has been present in Wales. As geographical, social, cultural and religious boundaries have changed the Catholic Church has been a constant presence responding to changing times and needs. In 2016 the Archdiocese of Cardiff celebrated the Centenary of its formation from the roots of the former Diocese of Newport. I am humbled and privileged to serve as the 7th Archbishop.

Whilst my role is to shepherd and lead the Archdiocese, I am very aware that role is not restricted to the present. Shepherds are called to look ahead when leading the sheep. Planning for the future is vital for the Church to grow and thrive, to continue to respond to the changing times and needs. Parishioners have long been generous in providing financial support through regular gifts or by leaving a Legacy that has helped form the Archdiocese we are all part of today.

Our circumstances change as we move through life. The importance of making a will is recognised but often neglected.

If you are considering making a Gift to the Church the following pages detail some examples of our commitments as a Diocese and how we would ensure a lasting gift is best used. I would strongly urge you to speak to one of the team at Archbishop’s House so that we update you on progress of our current projects and to take professional advice before making such a commitment.

In working together our Church has a positive future and will remain the firm foundation of our daily lives despite the seemingly increasing speed of change in other areas.

Any Gift that you wish to consider will help the Church continue the good you do during your life. ‘Let the good you do live after you.’

Over 1,000 people are baptised each year in the Archdiocese, with a similar number attending First Communion.

The Clergy will celebrate over 200 weddings but also hold over 1,000 funerals and nearly 15,000 people attend mass each Sunday.

Places

We come together in churches across the Diocese every day to bring the holiness of God into our own lives. In Communion with each other, we catch a glimpse of the truth that the glory of God is humanity fully alive. In celebrating the Eucharist, we remember that Jesus is indeed, the Way, the Truth and the Life for all people. And in Reconciliation we experience God’s tender Mercy, restoring lost holiness.

The Diocese is responsible for our church buildings and in recent years we have had to complete a number of major projects in order to ensure they remain safe and fit for purpose. Each project is different and no two projects are funded in the same way. In addition to using funds held by the Diocese we have combined resources with the local parishes and obtained Grant Funding such as the Heritage Lottery Fund.

Some projects have been to enhance the church whilst others have been for essential repairs. Successfully completed projects and examples of church buildings in need of urgent repair include:

St Francis Xavier Church, Hereford

A second collection is taken at the parish which raises £20,000 per year which is needed for ongoing repairs and maintain of the church.

St Alban, Splott

A legacy received by the parish was used to carry out urgent repairs to the St Alban’s church roof and stonework.

St Dyfrig, Treforest

£300,000 is required to address water ingress in the roof of the church and to redecorate following damage caused as a result.

St Mary, Bridgend

A legacy of £10,000 was used in conjunction with funds raised by parishioners to decorate the inside of the church.

St Mary, Stow Hill

£40,000 worth of repairs are required as a result of disintegration of the roof lantern. A legacy left to the parish will be used to help pay for these repairs.

Our Lady of Peace, Newbridge

The Grade II* listed Church requires repair work to the roof, render and windows estimated to be in excess of £100,000.

St David’s Cathedral

St. David’s Cathedral is in need of major repair and refurbishment. Heating, lighting, toilets, sacristy all require urgent attention. This will give an opportunity for renovation also and the possibility for the creation of a new sanctuary and Blessed Sacrament chapel.

Your Bequest could contribute to this work and have particular works dedicated to the memory of a loved one.

People

No one who is called to lead and to serve in the Church can do this alone. We need to be adequately formed, bound together, ordained, ordered, directed and supported by the grace that the Sacrament of Holy Orders gives.

The Diocese has a particular duty of care for it’s priests before their ordination, during their ministry and after their retirement.

Through the support of the Priest Training Fund and the Sick and Retired Clergy Fund, the Diocese is able to support our priests as they set out to work among us and as they journey from active ministry into a hard-earned retirement. The following gives an insight in to the work of formation of young priests and care for the elderly.

The Reverend Deacon Laurence Bryce

In June 2018 Laurence was ordained to the Diaconate – the final step along the way to his ordination to the priesthood.

“Having made the decision to apply for the Priesthood I knew it was just the start of a lifelong journey. My ordination was the next step in the journey and I am very excited about serving the Church and helping people in my parish and beyond.

My Spiritual Director has both helped and challenged me along the way but without the help of the Archdiocese it is not a journey I could have started. I am committing my life to the Church and the support with living essentials has allowed me to focus on this commitment.”

Father Robert James

Father Robert James was born in Grangetown, Cardiff and graduated from Cardiff University in 2011 with an Honours Degree in Religious and Theological Studies.

From the age of sixteen Fr. James had begun to embrace his faith more deeply and started to explore whether he had a vocation for the priesthood. Archbishop Peter Smith appointed a priest of the Diocese as his spiritual director to provide him with guidance and support during his journey of discernment.

Fr James a rich and sustaining community within which to evolve, to learn to see things in a different way, to take a wider view, to learn about himself both from personal reflection and from those around him.

Fr James particularly relishes the challenges to be found in a classroom full of teenagers answering happily and with robust good humour all the theological and philosophical questions that they can throw at him.

He is clear that formation, growth and learning, doesn’t end with Ordination – it is an approach that will remain with him and guide him throughout his ministry, supported as always by his fellow priests and the prayers of the parishioners.

Fr James is one of three new priests to be recently ordained for the Diocese.

Father Ambrose Walsh

Ambrose Walsh was a contemporary of Anthony Hopkins as a student at the Royal Welsh College of Music and Drama, but by the age of 22 he had
discerned his true vocation and entered the seminary college in Valladolid, Spain.

He is pleased that seminarians today spend more time during their training with parishes and spend more time outside of their college – Fr Ambrose had just one trip home from Spain.

Throughout his life in our Church he ensured that lay members of the congregation saw themselves as being equally responsible for the mission of the church. The reality of the living Jesus Christ here and now is as important to Fr Walsh today as it was the day he entered seminary college.

Whilst ill health led to Fr Walsh’s early retirement from parish life, he has continued to serve the Archdiocese and its’ people in many ways. At over 80 years of age, Fr Walsh does not lead a life of quiet reflection but one of faith in action.

He continues helping Parishes to be a leader of faith, seeking to inspire and enable others to recognise the very real presence of Jesus in their lives here and now.

Father Ray O’Shea

Fr Ray O’Shea was born in Cardiff in 1937. He spent his childhood in the West of Ireland when his family moved there whilst he was a very young. He studied for the priesthood at St Patricks College in Carlow, Ireland and was ordained there in 1962.

Fr Ray returned to Wales and has served the Church and Archdiocese at a wide variety of locations.

In addition to his Parish responsibilities he has served as Chaplain for the Cardiff and Barry Port Authority. Fr Ray recalls going onto the ships to say Mass with one ship refusing to leave port until blessed. He has also served as Chaplain to Cardiff prison, later Chaplain in the Territorial Army and worked with students at Cardiff Metropolitan University.

He is a Knight of St Lazarus and a Knight of the Holy Sepulchre. Fr Ray is currently enjoying retirement living in Whitchurch, Cardiff. Although he is now in his eighties and has overcome major heart surgery, he continues to work with the Diocese and has only recently completed a 5-year term as an active member of the Clergy Welfare Board, ensuring sick and retired clergy are looked after.

Leaving a Gift in your Will

Leaving a gift in your Will is an opportunity to make a lasting difference to the future of your Church, your Parish and your community.

Why have a Will?

Once you have made a Will, you know that those you care about most, your family and friends will be provided for. It can also be a way to protect the values you live by, helping to sustain the work of the Church. That means that future generations will be able to receive the same benefits from parish life that you have experienced during your life.

Leaving a Gift

No matter how large or small, a gift in a Will can make a huge difference and it is completely up to you in what way you wish to give.

Any gift in a Will, can be used to meet the ongoing needs of the Church. You can if you wish set out in your Will how you would like your gift to be used; for repairs and development of parish buildings, or particular works within the Church such as Formation of the Clergy.

But it is best not to be too specific. If for example you left a gift to your parish “to repair the organ” and either the organ did not need repair or had been removed, the parish would not be able to receive that gift.

Get the Wording Right

It is always best to seek proper legal advice from a qualified solicitor when drawing up your Will or changing your existing Will. However, we have been asked to provide some general guidance and so below are examples of wording for the different types of gifts which can be left in a Will.

Remember, each parish is part of the single charity which is the Archdiocese of Cardiff, it is important to refer to that charity number in your Will. This is to ensure that your gift goes to the correct place.

Leaving a Gift to your Diocese

A gift of a set amount

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, the sum of £___________ and it is my wish that this sum is to be used for the general charitable purposes of the Archdiocese of Cardiff.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

A gift of a proportion of what is left after all debts, other gifts and expenses have been paid

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, ____% of my estate (after all debts, legacies, Inheritance Tax and administration costs have been paid) and it is my wish that this is to be used for the general charitable purposes of the Archdiocese of Cardiff.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

A gift of a specific item

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, stocks/shares/property and it is my wish that this is to be used for the general charitable purposes of the Archdiocese of Cardiff.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

Purpose of additional Clauses

Whichever form of gift is chosen, the following clauses should also be added, as sometimes charities merge or change their legal status and charity number:

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

Leaving a Gift to your Parish

A gift of a set amount of money

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, the sum of £___________ and it is my wish that this sum is to be used for the parish of  ______________ in _______________ to meet the ongoing needs of the parish.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the parish specified in my gift shall no longer exist or shall have merged with another parish then the gift shall be utilised for the needs of the merged parish or if there is no parish then for the general charitable purposes of the Archdiocese of Cardiff.

A gift of a proportion of what is left after all debts, other gifts and expenses have been paid

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, ____% of my estate (after all debts, legacies, Inheritance Tax and administration costs have been paid) and it is my wish that this is to be used for the parish of ______________ in _______________ to meet the ongoing needs of the parish.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the parish specified in my gift shall no longer exist or shall have merged with another parish then the gift shall be utilised for the needs of the merged parish or if there is no parish then for the general charitable purposes of the Archdiocese of Cardiff.

A gift of a specific item

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, stocks/shares/property and it is my wish that this is to be used for the Parish of St ______________ in _______________ to meet the ongoing needs of the parish.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the parish specified in my gift shall no longer exist or shall have merged with another parish then the gift shall be utilised for the needs of the merged parish or if there is no parish then for the general charitable purposes of the Archdiocese of Cardiff.

Whichever form of gift is chosen, the following clauses should also be added, as sometimes charities merge or change their legal status and charity number:

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the parish specified in my gift shall no longer exist or shall have merged with another parish then the gift shall be utilised for the needs of the merged parish or if there is no parish then for the general charitable purposes of the Archdiocese of Cardiff.

Leaving a Gift to your Cause

A gift of a set amount of money

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, the sum of £___________ and it is my wish that this sum is to be used for __(e.g. the Sick and Retired Clergy Fund)__to meet the ongoing needs of __(e.g. Sick and Retired Priests)__.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the Fund or Cause specified in my gift shall no longer exist then the gift shall be utilised for the needs of the general charitable purposes of the Archdiocese of Cardiff.

A gift of a proportion of what is left after all debts, other gifts and expenses have been paid

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, ____% of my estate (after all debts, legacies, Inheritance Tax and administration costs have been paid) and it is my wish that this is to be used for ______________ to meet the ongoing needs of _______________.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the Fund or Cause specified in my gift shall no longer exist then the gift shall be utilised for the needs of the general charitable purposes of the Archdiocese of Cardiff.

A gift of a specific item

I give to the Archdiocese of Cardiff, Registered Charity Number 1177272, Archbishop’s House, 41/43 Cathedral Road, Cardiff, stocks/shares/property and it is my wish that this is to be used for ______________ to meet the ongoing needs of _______________.

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the Fund or Cause specified in my gift shall no longer exist then the gift shall be utilised for the needs of the general charitable purposes of the Archdiocese of Cardiff.

 

Whichever form of gift is chosen, the following clauses should also be added, as sometimes charities merge or change their legal status and charity number:

If, at my death, the charity named above (Original Charity) no longer exists or is being wound up, my Trustees must:

(a) if the Original Charity has merged, or is about to merge, with another charity (Recipient Charity) and the merger, when completed, is registered in the official register of mergers maintained by the Charity Commission, pay the Recipient Charity the amount specified above as being payable to the Original Charity; or

(b) if clause (a) above does not apply, pay the amount specified above as being payable to the Original Charity to another charity that has objects similar to the Original Charity.

(c) If the Fund or Cause specified in my gift shall no longer exist then the gift shall be utilised for the needs of the general charitable purposes of the Archdiocese of Cardiff.

Benefit to Others

The Government supports gifts to charities by people in their Wills and any such gift is free of Inheritance Tax. This means that when your executors are calculating whether any Inheritance Tax is payable on your estate at the time of your death, they do not have to take into account any amount which you give to the Church.

In certain circumstances charitable gifts can also reduce any Inheritance Tax payable in respect of your estate.

Further information can be found through the Money Advice Servicewhich is a government money advice service. They can be found online at: www.moneyadviceservice.org.uk or you can call them on 0800 138 0555

Getting Advice

For advice on writing your Will we recommend you speak to your solicitor. We are happy to liaise with them regarding the wording of gifts to our charity, and can be reached on the number below.

If you are considering leaving a gift to the Church, keep a look out for a copy of the leaflet ‘A Gift to Our Church’ in your local parish.

For more information or if you would like to discuss leaving a gift in your Will, please call 02920 374148 and ask to speak to Owen Collins or David Evans.

Making a Gift

A Gift can be made to the Diocese at any time. Such a Gift can be used at the discretion of the Diocese or restricted as directed by the donor. Before making a restricted Gift we recommend that you speak to Archbishop’s House so that we can ensure your wishes are met.

The Gift Aid Scheme can increase the value of your donation by 25% if you are a UK taxpayer at no extra cost to yourself. Gift Aid also others tax relief benefits to people who complete their own tax returns.

If you require any further information or advice please fill in the form below

Making a Will

A Will is a legal document and we strongly recommend that you take professional advice to ensure that all your wishes are met. Most solicitors offer a Will service but we also have legal support through the Diocese if required. Please contact Archbishop’s House for further direction; we can help with any questions you have.

A Will allows you to leave any asset you may have including cash, property, shares or specific items such as jewellery to your chosen beneficiary. If leaving a cash Gift you can make a Gift of a specific amount (Pecuniary Legacy) and can index link that Gift as you choose.

The future of Family is important and so there is provision for leaving a Gift of the funds left after all other wishes have been settled (Residual Legacy). Each person has their own set of circumstances and it is important that your final wishes are met.

Mark 12:41-44

And he sat down opposite the treasury and watched the people putting money into the offering box. Many rich people put in large sums. And a poor widow came and put in two small copper coins, which make a penny. And he called his disciples to him and said to them, “Truly, I say to you, this poor widow has put in more than all those who are contributing to the offering box. For they all contributed out of their abundance, but she out of her poverty has put in everything she had, all she had to live on.”