Request Information

If you are interested in making the Santa Barbara County Chapter a part of your financial or estate planning, or would like more information on any of the giving options discussed here, please contact Stephanie Boumediene, M.P.H by calling her at (805) 403-1477 or by e-mail.

Personal Illustration Form

It takes time and effort to create an effective plan for the future. We would like to help you by creating a personal profile of the gift type that might best suit your needs and goals.

I'm not sure which gift plan works best for me. Please contact me.

I want to explore gifts that provide income to me and/or my beneficiaries. Specifically, I am interested in the following gift plan(s):
Charitable Gift Annuity Deferred Gift Annuity Pooled Income Fund	Charitable Remainder Unitrust Charitable Remainder Annuity Trust

I want to explore:
	How to make a Bequest.
	Ways to give Real Estate.
	Making a gift of Retirement Plan Assets.
	Ways to pass assets to my heirs while minimizing my tax exposure (Charitable Lead Trusts).
	Making a gift with Life Insurance.
	Gifts of Partnership Interests, Closely-Held Stock, or other Tangible Personal Property.

Amount to illustrate:	Please Select $10,000 $25,000 $50,000 $100,000 $250,000 $500,000 $1,000,000
Type of asset:	Please Select Cash Marketable Securities Closely-Held Stock Personal Residence Other Real Estate Partnership Interests Tangible Personal Property Retirement Plan Assets Life Insurance Other
Estimated cost basis of asset:	Please Select 0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
Date of birth of income beneficiaries (if applicable):
Beneficiary #1
Beneficiary #2 (For charitable remainder trusts, more than two beneficiaries may be designated)
Please send my gift illustration by:
Regular mail FaxEmail

Contact information:
Name
Street address	Daytime telephone with Area Code
Apt. or Suite	Email
City	Fax
State
Zip