Information for Advisors

SBMA's Development Department is pleased to assist you and your clients in creating gifts that meet their philanthropic and financial goals. Please contact us directly to discuss how we may accommodate donors who are considering the many planned gift options available.

For more information, contact:
Karen Kawaguchi
Director of External Affairs
Phone: 805.884.6428
Email: kkawaguchi@sbma.net

Below is information we hope will be useful as you assist clients who are considering this type of charitable giving:

Bequest language

"I bequeath to the Santa Barbara Museum of Art, Santa Barbara, California [ _____ dollars or _____ percent of my total or residual estate."]
We are happy to provide more specific bequest language upon request.

Tax Identification Number: 95-1664122
Legal Name: Santa Barbara Museum of Art
Legal Address: 1130 State Street, Santa Barbara, CA 93101
 

Has your client already included the Santa Barbara Museum of Art in their estate plan?
If so, they are entitled to membership in the Legacy Society.

If your client has already named the Museum as a beneficiary of a future gift, we ask that you encourage them to notify us so that we can recognize their extraordinary commitment during their lifetime and include their name in our annual Honor Roll.

By allowing us to include their name, they will encourage others to follow in their footsteps, and add strength to the Museum's effort to integrate art into the lives of people. Legacy Society members can also choose to be listed as Anonymous.

Consider sharing this Declaration of Intent form with your client. It can be submitted confidentially to the Museum and helps us ensure that any future intentions are honored as directed by your client when the gift is realized.

Declaration of Intent Form (DOC)

Declaration of Intent Form (PDF)