Legacy Society - Planned Giving

BEQUESTS AND CHARITABLE ESTATE PLANS
The easiest way to create a charitable legacy is with a bequest. Let the Santa Barbara Foundation manage the charitable giving from your estate and have peace of mind that your charitable intent will be fulfilled. Our expert staff will help you determine which options will meet your philanthropic needs and support the people you care about most. We work closely with your estate planner to ensure your plan can be flexible and stand the test of time.

Download the Bequest Form

Gifts can be sent to: SB Courthouse Legacy Foundation c/o Santa Barbara Foundation 1111 Chapala Street, Suite 200 Santa Barbara, CA 93101-3100 For more information, please contact Jessica Sanchez at 805-963-1873 or email JSanchez@sbfoundation.org

CHARITABLE GIFT ANNUITIES
This is the easiest way to create income for life and help your favorite cause. A simple contract ensures a fixed income for life for you or your loved one, but without all the paperwork of a charitable trust. Your income is guaranteed against the assets of the Santa Barbara Foundation, a licensed charitable gift annuity provider. This is the preferred solution for those wishing to make a charitable gift, while guarding their income stream from the ups and downs of an uncertain market.

CHARITABLE TRUSTS
When creating income for you or your loved ones and supporting your favorite charities, charitable trusts and annuities offer unique tax, estate planning, and philanthropic advantages. We can work closely with your advisors to assist you with all aspects of trust planning, administration, termination, and eventual charitable impact.

REAL ESTATE TRUSTS
A gift of real estate offers an excellent way to unlock the full appraised value of property for tax-wise giving and community impact. The Santa Barbara Foundation is experienced in real estate gift administration and will make the process easy for you and your heirs. Whether you are planning to gift your home or other property, we have the expertise to manage the transaction.

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