Your Legacy

Why Make a Bequest or Gift to Lake Chapala Unitarian Universalist Fellowship?

We encourage you to consider a bequest to the Lake Chapala Unitarian Universalist Fellowship (LCUUF) when you make your estate or trust decisions.  By leaving a legacy in your will, or making a special gift, to the Lake Chapala Unitarian Universalist Fellowship, you create opportunities for the future.

A well-funded LCUUF investment fund will help us consider a permanent building, more significant outreach, and staff as needed to serve more members.  Any bequests from wills or special gifts which are not part of your annual pledge will be put in LCUUF’s investment fund.

Mexican Bequests

Information for your Notario when preparing your Mexican will.  See here

U.S. and Canadian Bequests  

Information for your lawyer when preparing your U.S. or Canadian will.  See here

Donations of Securities

Lake Chapala Unitarian Universalist Fund, Inc. can accept direct transfers of securities to its U.S. brokerage account.  See here

Qualified Charitable Distributions

If you are required to take a Required Minimum Distribution from your U.S. IRA each year, you might consider a Qualified Charitable Distribution directly to Lake Chapala Unitarian Universalist Fund, Inc.  See here

Mexican Houses

You may make a bequest of your house in Mexico to LCUUF.  See here

Other U.S. or Canadian Assets

If you wish to make a bequest of other U.S or Canadian assets, please contact the Legacy Team at [email protected]

Approval by LCUUF Board

If you would like to give a gift for a specific, immediate purpose, talk to a Legacy Team member, and we will ask the LCUUF Board for approval for the particular purpose.

The LCUUF Board of Directors has the power to approve or decline any specific bequest or gift.

Consultation with your Legal Representative

This description is not intended to give legal advice.  In all cases, potential donors should consult with their own notario in Mexico or their lawyer in the USA or Canada for advice on drafting their will.

Contact Information for the Legacy Team

The Lake Chapala Unitarian Universalist Fellowship’s Legacy Team consists of:  Norman Woods, Lorna Dean, Dave Miller and the Rev. Matt Alspaugh.   You may speak to any one of us to discuss legacy issues.  You may email the Legacy Team at  [email protected]