How do you want to be remembered? Throughout their lifetime, people volunteer regularly and give to charity. Many of them sustain their investment of time and donations by leaving a legacy through their will or estate plan. In that way, your generosity will be remembered in your community for ever.
Arranging a legacy couldn’t be simpler. Talk to your professional advisor about leaving a gift and the tax benefits associated with planned giving. If you don’t have an advisor, Foundation staff would be happy to introduce you to the essentials of planned giving.
Alternatively, a simple, but equally effective approach is to arrange for a bequest to the Santa Barbara Foundation’s Permanent Endowment Fund, which will help us ensure that whatever community challenges we face in the future, our Board and grantmaking committees will have the capacity to respond. The decision is entirely yours.
