Unitarian Universalist Fellowship of San Miguel de Allende
  • Welcome!
    • About Us
    • Where Your Donation Goes
  • How to Pledge
  • Ministry and Leadership
    • Ministry
    • Minister & Staff
    • Board of Directors & Committees
  • Endowment
    • Mission & Vision
    • Donation Policies
    • How to Donate
    • Bequest Intent Form
    • Endowment Committee Members
  • Sunday Services
    • Upcoming Sunday Service
    • Previous Services
    • In Person Guidelines
    • What to Expect
    • COVID Reference Guide
  • Activities
  • Programs
    • Care Network
    • Children
    • Music
    • Social Action
  • Become/Renew Membership
    • Pledge Form 2023
  • UUFSMA Anniversary!
    • Gallery


UUFSMA Endowment

During these uncertain times, many of us are considering our legacy – how we wish to be remembered. We invite you to make a donation today to the UUFSMA Endowment Fund. A commitment now, including a bequest as part of your estate will further enhance the health of the Fund in the future. These donations will provide a perpetual source of income to the UUFSMA in support of its long-term mission to:
​
  • Support projects that are not part of the Fellowship operational budget
  • Finance future capital expenditures which may arise, and
  • Fund other commitments that enhance the mission of the Fellowship.
 
The Fund is now open and gratefully accepting current and bequeathed donations of any size. We encourage unrestricted gifts of liquid assets such as, cash, marketable securities, annuities, insurance policies, retirement accounts, and property that can be easily liquidated.  While it is not possible to anticipate all the types of gifts that may be offered, restricted gifts that are difficult to administer or outside the basic purpose of the Fund are discouraged.

Please contact the Endowment Committee to discuss any proposed gifts and to prepare appropriate gifting documentation.  Gifts with restrictions that the Committee believes fall within the mandate of the Fund will be recommended to the Fellowship Board of Directors for its final approval.

If you wish to bequeath Mexican assets, please include the following language in your financial documents:

Por la presente legaré los bienes inmuebles que poseo en [dirección] con todos los contenidos en ella, a la "Fraternidad Universalista Unitaria de San Miguel de Allende A.C.”  Apdo 798, San Miguel de Allende 37700 Guanajuato, Mexico
(Which in English means:  I hereby bequeath the real estate I own at [address] with all the contents in it, to the Fraternidad Universalista Unitaria de San Miguel de Allende A.C., Apdo 798, San Miguel de Allende 37700 Guanajuato, Mexico)
 
If the bequest is not real estate, please insert the description of the asset being left to the UUFSMA in your will.
 
If you wish to bequeath U.S. or Canadian assets, please include the following information in your financial documents: 
Unitarian Universalist Fellowship of San Miguel de Allende, Texas
c/o UUCEF, 24 Farnsworth St., Boston, MA 02210

EIN: 85-1413347 
 
Fund Assets will be invested, primarily, through the UU Common Endowment Fund, professionally managed, and audited.
 
For more information or to discuss a contribution, please contact:
Dan Neuspiel, Chair, Endowment Committee, endowment.uufsma@gmail.com

 
Please note that we cannot offer estate planning, accounting or legal counsel.

Resources

Mission & Vision

Bequest Intent Form

Donation Policies

Endowment Committee Members

How to Donate

Picture
Unitarian Universalist Fellowship of San Miguel de Allende
Apdo 798, San Miguel de Allende 37700 Guanajuato, Mexico


  • Welcome!
    • About Us
    • Where Your Donation Goes
  • How to Pledge
  • Ministry and Leadership
    • Ministry
    • Minister & Staff
    • Board of Directors & Committees
  • Endowment
    • Mission & Vision
    • Donation Policies
    • How to Donate
    • Bequest Intent Form
    • Endowment Committee Members
  • Sunday Services
    • Upcoming Sunday Service
    • Previous Services
    • In Person Guidelines
    • What to Expect
    • COVID Reference Guide
  • Activities
  • Programs
    • Care Network
    • Children
    • Music
    • Social Action
  • Become/Renew Membership
    • Pledge Form 2023
  • UUFSMA Anniversary!
    • Gallery