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.

 

Planned Giving Advisory Council Members

 

John G. Busby

Reicker Pfau, Pyle & McRoy
Transaction | Tax | Estate Planning Attorney
1421 State Street, Suite B, Santa Barbara, CA 93101
(805) 966-2440
[email protected]

 

 

Kendra Epley, CTFA

Northern Trust
Vice President | Trust Advisory | Wealth Management
1485 East Valley Road, Suite 7, Santa Barbara, CA 93108
(805) 884-4328
[email protected]

 

 

Chris Janeway, CPFA

Fourth Point Wealth, a PlanMember Financial Center
President | Financial Advisor
(805) 452.0058
[email protected]

 

 

 

Doug Rossi

Price, Postel & Parma LLP
Partner | Estate Planning | Trust & Probate Administration
200 East Carrillo Street, Suite 400, Santa Barbara, CA 93101
(805) 962-0011, ext. 132
[email protected]

 

 

Marshall (Chip) Turner, Jr., CPA

Damitz, Brooks, Nightingale, Turner & Morrisset
Managing Partner | Tax Partner
200 East Carrillo Street, Suite 303, Santa Barbara, California 93101
(805) 963-1837
[email protected]