Planned Giving

Including The Santa Barbara Bird Sanctuary in your estate planning is a wonderful way to leave a lasting legacy that will help the birds for generations to come. Your gift would be used to help support the mission of the Sanctuary in the long term by providing food, care, housing and medical services for the companion parrots in our care.

One of the Sanctuary’s goals is to maintain an endowment fund so during hard times the Sanctuary could operate using only the income generated by our endowment.  We see this as an important step in insuring the future of the Sanctuary for generations to come.  Having benefactors like you allows us to achieve our goals and we appreciate your support.  And please remember, no gift is too small. We appreciate gifts of any size!

Leaving a gift in your will or trust is simple and easy and will make a lifetime of difference. If you don’t have a will or trust, you should seek legal advice on creating one.  Estate planning gifts can be made in many forms but the following five types are some of the most common and can be changed at any point during your lifetime.

  • Specifying a fixed dollar amount
  • Specifying physical property
  • Specifying a percentage of the estate
  • Leaving the “residue” or what remains after you have provided for your family
  • Leaving retirement assets such as an IRA account

 

To leave a monetary or property gift to The Santa Barbara Bird Sanctuary we suggest the following wording for you and your legal advisor to consider:

I hereby bequeath (describe fixed dollar amount, percentage amount, physical property, or proportion of residuary estate) to The Santa Barbara Bird Sanctuary, a 501(c)(3) nonprofit, organized and existing under the laws of the State of California, Tax ID 77-0218710, located at PO Box 454, 2430 Lillie Avenue, Santa Barbara, CA 93067, for its general charitable purposes.

 

Information on bequeathing retirement assets:

A retirement asset, such as an IRA account, makes an excellent bequest to the Sanctuary. When an IRA is left to family members, much of the value is usually lost through fees and income taxes. By designating The Santa Barbara Bird Sanctuary as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your IRA’s custodian), the full value of the gift is transferred tax-free upon your passing and your estate will receive an estate tax charitable deduction.

 

Thank you again for considering to include the Santa Barbara Bird Sanctuary in your estate planning.  Many of the birds in our care will outlive us all and there will be many more needing loving care in the future.  Your gift will allow us to care for these intelligent and beautiful creatures, now and into the future. That truly is the greatest gift of all.

Please feel free to contact us at office.sbbs at gmail.com if you have any additional questions.  Please also feel free to share with us any bequests made to the Sanctuary.  We respect your privacy and will not share any bequest information with outside parties.

 

*Please note SBBS cannot provide legal or tax advice and we recommend that donors obtain independent counsel before making any decision or signing any document concerning a substantial gift

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