Donor Stories

For 85 years, our donor friends have made generous gifts by creating a lasting legacy for their families and causes they wish to support. By establishing a planned gift at the Santa Barbara Foundation, you will join a strong cadre of people passionate about providing for their both families and their community. It is hoped that these stories of generosity will serve as an in inspiration to you as you consider your own gift planning.

  • Kids Benefit From One Family's InitiativeKids Benefit From One Family's Initiative
    What sets Cliff apart is his vision and commitment to making Santa Barbara a better place for young people to grow up and develop into young adults.
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  • Donor Makes Good with Gold CoinsDonor Makes Good with Gold Coins
    A resident of Goleta for over 50 years, Helen Brown has always had a desire to give. Generous with her time and talent, she can be found...
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  • The Community Foundation —  A Family TraditionThe Community Foundation — A Family Tradition
    There are many strong traditions in the Jackson Family. One of them is a commitment to philanthropy for the betterment of Santa Barbara County.
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  • Family Philanthropy Making an ImpactFamily Philanthropy Making an Impact
    Ken and his wife Jo moved to Santa Barbara 14 years ago to raise their family. An active volunteer and an incubator of ideas, Ken is...
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  • A Lifetime of PhilanthropyA Lifetime of Philanthropy
    Raised in Sacramento of Irish and Portuguese descent, Patty attended UCSB, where she met her husband, Terry. It did not take long for...
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  • John and Peggy Maximus FundJohn and Peggy Maximus Fund
    Known for her extraordinary energy, intellect, and compassion, Peggy Maximus touched the lives of every person with whom she came into...
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  • Donor Makes Good with Gold CoinsDonor Makes Good with Gold Coins
    Robert Isham, Sr. has been a long-time donor and donor advised fundholder at the Santa Barbara Foundation. Usually, he makes contributions...
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  • Dr. Perfettino Paul Riparetti
    Dr. Perfettino Paul Riparetti occupies a unique niche in the history of the Santa Barbara Foundation: a scholarship recipient in the 1930s, a trustee in the 1980s...
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  • Gwendolyn Mae Shelley Floro
    Gwendolyn Mae Shelley Floro was born in a farming community near Farnam, Nebraska in 1913. The oldest of six children, she spent her...
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  • Léni Fé Bland
    Music crosses all borders, and so does Léni Fé Bland. A petite, silver-haired woman with perfect posture, Léni speaks...
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  • Russell Bock
    He kept a low profile in the community but his name is synonymous with giving back. Russell Bock was well-known to tax attorneys and accountants for his...
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Gift Examples

  • Bequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Tax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Fixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Capital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Peace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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  • Sale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • The Retirement Unitrust
    Mary grew up on a farm. When her parents passed away, she inherited the farm. Now, several developers would like to build homes on the farmland.
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  • Property Turns Into Income
    Miranda lived in the family home where she and her spouse had raised their children. After her spouse passed, Miranda found it increasingly difficult to care for her home.
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  • Flexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Part Gift and Part Sale
    Susan and Kevin bought their first home many years ago. They had planned to build a second home so that their children could spend their summers along the lake.
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  • Current Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • A Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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  • Deferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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  • Gift Annuity for Real Estate
    Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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  • A Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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  • Leading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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