Join the Legacy Society - Santa Barbara Foundation

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Join the Legacy Society

The Santa Barbara Foundation established the Legacy Society as a way to thank the valued donors who have made a gift for the future through planned and estate gifts. Membership is open to anyone who has made provisions for the Santa Barbara Foundation through a variety of estate planning tools such as bequests in a will or trust. Members of this recognition society receive acknowledgements in a quarterly newsletter and the Foundation’s Annual Report. They also are invited to a special annual luncheon.

If you have already planned a future gift to the Foundation, please let us know so we may express our appreciation.

If you would like to join the Legacy Society, please complete the following application form:

* Denotes Required Field

* Name:

Address:
* Street Address

* City

State

* Zipcode

Phone (W):

Phone (H):

Fax:

Email:

My/our gift to the Santa Barbara Foundation is through the following

Bequest

Living Trust

Charitable Remainder Trust

Charitable Gift Annuity

Pooled Income Fund

Retirement Asset

Life Insurance

Permanent Endowed Fund

Other (please specify below)

Other

In recognizing the gift, I/we authorize the Santa Barbara Foundation to list the following name(s) as members of the Legacy Society:

Please indicate which ones apply.

I/we have made provisions for a gift but prefer confidentiality and do not wish to be listed as a member of the Legacy Society at this time.

I am considering a planned gift. Please contact me for a free consultation.