If you would like to make a bequest of your house in Mexico to LCUUF, you can designate this in your Mexican will. The beneficary should be specified as: Lake Chapala Unitarian Universalist Fellowship, Asociación Civil Please speak to someone on the Legacy Team LegacyTeam@LakeChapalaUU.org if you plan to do this.

If you have an Individual Retirement Account (IRA) in the USA and are required to take a Required Minimum Distribution (RMD) from it each year, you may want to consider using part of your Required Minimum Distribution to pay your pledge or to make a special donation to Lake Chapala Unitarian Universalist Fund, Inc. (LCUUF, … Continue reading Qualified Charitable Distributions

U.S. Brokerage Account for LCUUF, Inc. Lake Chapala Unitarian Universalist Fund, Inc. (LCUUF, Inc.), a U.S. 501(c)(3) charitable organization, has a brokerage account with Charles Schwab. This means that you can donate appreciated stocks directly to LCUUF, Inc. with significant tax advantages. For U.S. taxpayers, if you have stocks that have appreciated in value, you … Continue reading Donations of Securities

Information for your Lawyer when Preparing your U.S. or Canadian Will We have set up a U.S. tax-exempt charitable organization (a 501(c)(3)) in Laredo, Texas, to make it more convenient to donate special gifts or make bequests in U.S. or Canadian dollars and receive a U.S. tax receipt.  For a bequest in U.S. or Canadian … Continue reading U.S. or Canadian Bequests

Information for your Notario when Preparing your Will Any bequests to LCUUF from Mexico should be specified in your will exactly as follows: Lake Chapala Unitarian Universalist Fellowship, Asociación Civil A bequest is usually a fixed peso amount or a percentage of the estate.

A 501(c)(3) charitable organization, the Lake Chapala Unitarian Universalist Fund, Inc., has been established in Laredo, Texas.  This organization can receive pledge payments, donations and bequests in Canadian dollars. However, it is not a Canadian Registered Charity, and so a Canadian tax receipt cannot be issued.  A U.S. tax receipt from the Lake Chapala Unitarian … Continue reading Pledge Payments – Canadian Dollars

If you wish to pay your pledge in U.S. dollars, you may send your payments to the Lake Chapala Unitarian Universalist Fund, Inc., which is a U.S. 501(c)(3) charitable organization incorporated in Texas.  U.S. tax receipts will be distributed in January by email. The four methods of transferring funds to the Lake Chapala Unitarian Universalist … Continue reading Pledge Payments – U.S. Dollars

PLEDGE CAMPAIGN The Lake Chapala Unitarian Universalist Fellowship (LCUUF) conducts its pledge campaign for each fiscal year in the prior fall. A pledge is the annual amount that you expect to donate to LCUUF in the next fiscal year (February 1, to January 31,).  The pledging system helps us plan our budget for the year, … Continue reading Pledging

LCUUF has a Share the Basket program which helps support six charitable organizations in the Lake Chapala area.  One hundred percent (100%) of the offering basket (less designated pledges) each Sunday will be donated to the Share the Basket recipient for the month.  If you pay your pledge or donate to LCUUF by Bill Pay, … Continue reading Share the Basket