Make a Payment or Donate to UBarU
Thank you for your support! We depend on contributions from supporters like you! Please scroll to bottom for information on donating or paying by check, IRA distribution or stock/marketable securities. If you are paying for cottage use or other item, please use this link as well. Please indicate what the payment is for ("Membership”, “Cottage rental", "Donation") Thank you!
To make a transfer with Zelle, log into your bank and direct a transfer to “treasurer@ubaru.org” for the amount. Please add a note to indicate what the money is for (cottage rental, merchandise, membership, donation).
Thank you for your donation / payment to UBarU! To help us make certain that we allocate your payment as you intend, please take a moment to complete the following information:
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Donation/Payment by Check
Make checks payable to UBarU Camp & Retreat Center
For contributions by check to a specific capital campaign:
Write comment of "Capital Campaign"
Mail to: UU Friends Retreat Foundation
9719 Redondo Drive
Dallas, TX 75218-3202
For usage fees or donations, mail checks to:
UBarU Camp & Retreat Ctr
9719 Redondo Drive
Dallas, TX 75218-3202 NOTE on check the usage dates please.
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UBarU wants to stretch your donations as far as possible, doing the greatest good we can, given the resources we have. You can help us stretch our reach in a simple way. If you use an online bill payment service, convert your monthly PayPal payment to a recurring bank payment. PayPal charges UBarU a fee for processing payments to us. The smaller the amount, the greater percentage we pay. If you drop PP and add us to your bank's payment processing, the bank picks up all the costs of mailing us a check. No rake-off of processing fees. You control the date and amount sent, and can change or cancel at any time. Thank you!
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Donation of Appreciated Stock
or Other Marketable Securities
To make a gift of stock or mutual funds (or any other publicly traded security) to UBarU Camp & Retreat Center, please follow these easy steps.
Give your broker the following information:
Brokerage Firm: Fidelity
DTC Number: 0226
Account Name: Unitarian Universalist Friends Retreat Foundation
Account Number: Z40366239Send an e-mail to Treasurer@UBarU.org identifying yourself and giving details of the transfer, namely company or mutual fund name or ticker symbol, and number of shares. This will enable us to acknowledge your gift for tax purposes.
Your gift of stock will be valued, for tax purposes, at the mean of the high and low on the date of transfer. Mutual funds will be valued at the “net asset value” on the date of transfer.
Thank you for considering UBarU in your philanthropic endeavors.
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Direct Contribution From An IRA To UBarU
Meeting the 70 ½ Requirement
If you have an individual retirement account (IRA) and are 70 ½ years and older, you are required to take an annual withdrawal from your IRA. This compulsory yearly distribution is called your “Required Minimum Distribution” or “RMD.”
The PATH Act of 2015 allows an individual to make a yearly charitable contribution from an IRA of up to $100,000 without paying income taxes on the distribution. Donations must be made to one or more qualified charitable organizations (Note: UBarU is a qualified charitable organization). You must be at least 70 ½ for this to apply. Add a couple days after your half-birthday if this is the first time you do this, as a safe harbor.
The process for making the donation is simple. The transfer must be made directly from your IRA custodian to the charity or charities of your choice on or before December 31 of each calendar year. You have a little more time if you do this in the year you turn 70 ½, until April 1st of the next year. Take care! Do not confuse this date with the tax filing deadline of April 15th.
The tradeoff is that you lose your charitable deduction on the $10,000 contribution, but normally the charitable deduction is far less than the tax that you would pay on the IRA distribution, and the cost savings of not having to pay income taxes on your RMD can add up quickly.
If your RMD might push you into a higher tax bracket, consider making a charitable contribution to UBarU. You can direct your gift in any way you wish: to the Capital Campaign, Camp Scholarships, or General Funds. Given our view of the cosmos, the sky's the limit!
For more information, contact our Treasurer, Patricia Baillif, at Treasurer@UBarU.org or call her directly at (214) 660-8385. Please leave a name and callback number if you reach the answering machine. We advise you to discuss this with your tax advisor or financial consultant as well.
If you want to read more, here is information from the IRS website, dated Nov, 2022.
