When planning for a significant legacy gift, we recommend that you consult with your attorney, accountant or financial advisor before deciding on the best gift strategy for your individual and family circumstances. See recommended Bequest Language to share with your attorney.
Santa Barbara Education Foundation can also put you in touch with one of the estate planning professionals who serve on our Planned Giving Advisory Council. And our planned giving consultant can offer you a consultation on the type of planned gift that might be most appropriate for your circumstances. Contact us and we will arrange to have her call you at your convenience.
