There are many ways to make a donation to the UUFSMA Endowment Fund. Directions on the most common ways to make a current donation are summarized below. Directions on how to make a bequest to UUFSMA are available upon request to a member of the Endowment Fund Committee. You may also request a copy of the UUFSMA Gift Acceptance Policy from a committee member. If there is a source to donate from which we haven’t mentioned below, please ask us about it. The Committee will be glad to help with any questions.
We are grateful for each and every contribution. For all donations, please notify us at email@example.com and firstname.lastname@example.org that the money is coming, the method you have chosen and that your gift is for the Endowment Fund. This will help us to record and acknowledge your donation. Thank you!
For Cash from a USA Account
There are several ways to send money. One of the simplest is a Zelle interbank transfer. This is a free transfer system involving most national banks and many regional banks. Go online to your bank account and find a tab called “send money” or equivalent, with an indication that it is part of the Zelle system. Send the money to email@example.com. The money will automatically go into the UUFSMA bank account. Please make a note that the money is for the Endowment Fund.
You can also send a paper check made out to UUFSMA to: Frost Bank Bank by Mail Dept. P.O. Box 2919 San Antonio, Texas, USA 78299-9966
Make sure there's a notation to “Deposit to Account # 610227587 for the UUFSMA Endowment Fund”. You may also make a direct bank transfer to the UUFSMA’s bank account in the USA. Here are the details: Frost Bank 111 W. Houston Street San Antonio, Texas, USA ABA/ Routing# 114000093 Swift Code FRSTUS44
Beneficiary: Unitarian Universalist Fellowship of San Miguel de Allende Beneficiary address: 4677 Oakridge Road, Lake Oswego, Oregon, USA 97035 Acct 610227587
Finally, you can put a paper check in the Sunday collection basket with a note that it is for the Endowment Fund.
For Payment by PayPal Please go to the UUFSMA website home page and click on “Donate”. That will take you to a page where you will see “To pay via PayPal click below” with a “Donate” button below it. Click on the “Donate” button to go into the PayPal system to specify your donation. Please note that the transfer is for the Endowment Fund, and use “Family and Friends” to avoid PayPal commission.
For Cash from Mexico Please provide cash in pesos or make a bank transfer to the UUFSMA bank account. Checks on Mexican banks are not accepted. For a bank transfer, please email the Treasurer for wiring instructions.
For Cash from Canada Canadian currency and checks on Canadian banks are not accepted. You may make a wire transfer to the UUFSMA’s bank in the USA. For the best rate, please ask your Canadian bank to convert CAD to USD before wiring the funds. Here are the details:
Frost Bank 111 W. Houston Street San Antonio, Texas, USA ABA/ Routing# 114000093 Swift Code FRSTUS44 Beneficiary: Unitarian Universalist Fellowship of San Miguel de Allende Beneficiary address: 4677 Oakridge Road, Lake Oswego, Oregon, USA 97035 Acct 610227587
For Cash from a Donor Advised Fund Locate the Unitarian Universalist Association in Boston on the list of approved recipients for your fund custodian. They are on the list for all the major custodians. Initiate a grant from your fund to the UUA in Boston, making a note in the Purpose that it is intended for UUFSMA Endowment Fund. UUA will receive the grant and transfer the proceeds to UUFSMA.
For Gifts of Securities This may be done through the UUA Umbrella Giving program. First, complete the Stock Gift Notification Form at https://www.uua.org/giving/make-gift/giftsstock/notification-form noting in the Gift Purpose section that the gift is for the Endowment Fund of the UUFSMA. After a reply from UUA, you can initiate the stock transfer using the Electronic Transfer Instructions on their website. UUA will sell the securities and transfer the proceeds to UUFSMA .
For Gifts of Non-financial Assets Speak to or email a member of the Endowment Fund Committee to determine whether your proposed gift of a non-financial asset complies with the UUFSMA Gift Acceptance Policy. Non-financial assets include things like real estate, works of art, and other tangible property.
For Bequests “Our Mexican information: Unitarian Universalist Fellowship of SMA, Apdo 798, San Miguel de Allende 37700 Guanajuato, Mexico
Required bequest language: 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."
Which in English means: I hereby bequeath the real estate I own at [address] with all the contents in it, to the Fraternidad Universalista Unitarian de San Miguel de Allende A.C."
If the bequest is not real estate, please insert the description of the asset being left to the UUFSMA.
Our United States and Canadian information: UUFSMA, 5900 Balcones Dr., Suite 100, Austin, TX 78731 EIN: 85-1413347
Sample bequest language: I give, devise, and bequeath to the Unitarian Universalist Fellowship of San Miguel de Allende, GTO, MX, and a non-profit corporation, _________________ (insert a sum, percentage of your estate, real estate address or description of other asset) as an unrestricted / restricted gift. “