HOW TO MAKE A GIFT
TO THE SANTA BARBARA COUNTY GENEALOGICAL SOCIETY
In today’s sophisticated financial world there are many ways of giving. The Santa Barbara County Genealogical Society offers donors all opportunities:
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PLEDGES: We welcome pledges payable to fit a convenient payment schedule for you.
SECURITIES: Registered securities, together with a gift letter, should be sent unassigned to our office. Stock powers or bond powers, endorsed with signature guaranteed by bank or broker, should be forwarded under separate cover. Of, if you choose, you may simply ask your broker to contact our office for easy transfer instructions.
REAL ESTATE: Send a deed, naming “Santa Barbara County Genealogical Society” (our legal name) as the owner of the property, by registered mail to our office.
ARTIFACTS & TANGIBLE PERSONAL PROPERTY: Call or write our office to arrange for delivery or pick-up of genealogical books, artifacts or items of tangible personal property.
CHARITABLE LIFE INCOME TRUSTS: Contact our office for assistance in the establishment of a tax-saving charitable remainder trust that will pay you or a beneficiary income for life.
INSURANCE POLICIES, COLLECTIONS, AND OTHER ASSETS: Please name “Santa Barbara County Genealogical Society” as owner and/or beneficiary.
SUGGESTED WORDING FOR A BEQUEST BY WILL: “I hereby give, devise and bequeath to Santa Barbara County Genealogical Society, a non-profit California charitable corporation, the sum of $________ (or the following described property or securities), the principal and income to be used in such manner as its Board of Directors deems best to carry out its work and effect its purposes.” (Other wording will allow you to restrict your gift to a specific purpose, provide a named or memorial gift or provide a bequest of the estate residue.)
GIFTS OF ALL KINDS to Santa Barbara County Genealogical Society are gratefully accepted and are deductible for personal or corporate tax purposes to the fullest extent of the law. Our federal tax identification number is 95-3080681.
ADDRESS ALL CORRESPONDENCE AND INQUIRIES TO:
Karen Ramsdell, President
SANTA BARBARA COUNTY GENEALOGICAL SOCIETY
316 Castillo Street, Santa Barbara, CA 93101
Phone: (805) 969-0203
Santa Barbara County Genealogical Society is a non-profit 501(c)(3) charitable California corporation. All gifts are deductible for tax purposes to the fullest extent of the law.