​Thank you for your intention to make a bequest to the UUFSMA Endowment Fund. We appreciate your making UUFSMA and its community work part of your personal legacy of generosity.
 
We are requesting the information below for a couple of reasons. One is to help the Endowment Fund Committee with its work to administer the Fund. The more important reason is that when the time comes, far in the future we hope, that your Bequest is received, we want to be able to honor you and to communicate to the congregation something about you and your reasons for the Bequest.Thank you for taking the time to complete the form.
 
I/We are completing this form to demonstrate my/our commitment to support the continued mission of the UUFSMA in my/our estate plans via a bequest to the UUFSMA Endowment Fund. I/we understand that completion of this form is not intended to be legally binding. It is a notification of my/our intention at this time.   

    Bequest Intent Form
    Max file size: 20MB
    I understand that if, in the judgment of the UUFSMA Board, changed circumstances should at some future time render the restricted use of this bequest no longer appropriate, then the Board shall use the bequest to further the objectives and purposes of UUFSMA, giving particular consideration to my special interest as described above.
    The Endowment Committee would like to know a little about you, to help us honor and acknowledge you at some time in the future when your bequest is received. We encourage you to write a statement for us with some biographical information and also some information on why you are choosing to leave a Bequest to UUFSMA.Please send us this statement with your completed form.
    Acknowledgements:
    UUFSMA is a tax-exempt nonprofit organization recognized by Section 501(c)3 of the USA Internal Revenue Code. Bequests are deductible as allowed by law.
    UUFSMA does not provide guidance on estate planning or taxation. Please discuss your planned bequest with your financial and legal advisors.
    Bequests will be used at the discretion of UUFSMA as described in the UUFSMA Gift Acceptance Policy, a copy of which is available upon request.
    Please send any questions to the Chairman of the Endowment Fund committee.
Copyright, UUFSMA 2025
​Unitarian Universalist Fellowship of San Miguel de Allende
La Conexion, Aldama 3, Box 401k, San Miguel de Allende 37700, Guanajuato, Mexico
[email protected]