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Planned Giving

Planned Giving

Join the HERITAGE SOCIETY - Create a Legacy

The Heritage Society at the Santa Barbara Symphony honors and recognizes those special supporters who commit to a future gift of any size through their estate plans. Would you like to leave a musical legacy to the Santa Barbara community by remembering the Santa Barbara Symphony in your estate plans?

Future gift provisions may include: 

  • Bequests in wills and trusts, with no money out of pocket now
  • Simple Beneficiary designations in retirement and insurance plans
  • Payable on Death (POD) designations to the Symphony on checking or savings accounts
  • Irrevocable provisions in Charitable Gift Annuities, Charitable Remainder Trusts and Charitable Lead Trusts. 
  • Future gifts of homes, other real property and assets like valuable artwork are also welcome.

Always consult with your estate attorney and financial managers to select the best legacy gift option to benefit yourself, your family and the Santa Barbara Symphony.

Thank You

We LOVE saying 'THANK YOU!'

When you become a member of the Heritage Society, we look forward to acknowledging you in the following ways:

  • Invitation to special events, including Concerts for Young People
  • Recognition in our concert program book at each performance
  • Recognition on our Heritage Society Honor Roll 

Please join our esteemed group of board members and supporters and be welcomed with great gratitude for your generous commitment to ensuring beautiful symphonic music and music education continues for future generations in Santa Barbara.

The best use of life is to invest in something which will outlast life.        

–William James

SBS Heritage Society 2017-018 small
Heritage Society members at our annual recognition luncheon.

Ways to Give Now

Gifts to Endowment Now

There are many gift options that can benefit the Santa Barbara Symphony immediately and provide you the opportunity to contribute to the building of reserves and endowment to support programs and services for future generations.

Gifts of Cash, Stocks or Mutual Funds
  • Gift benefits the Symphony now and is recognized immediately 
  • Can support the building of reserves and endowment today
  • Simple to make
  • Charitable income tax deduction
  • Avoidance of capital gains on appreciation
IRA Rollover Gift
  • Direct transfer from your IRA to TBCF, if 70 ½ years old
  • Can gift up to $100,000 per year from IRA
  • Can be used to satisfy your required minimum distribution
  • May be excluded from gross income for tax purposes
Gifts of Real Estate
  • Outright gift of all or a portion of property
  • Avoidance of capital gains on sale
  • Eliminate inconvenience of marketing and
    selling property yourself
  • Charitable income tax deduction
Charitable Lead Trust
  • Income to the Symphony for a designated period of time
  • Trust principle then  reverts to you or other beneficiaries
  • Reduces cost of transferring assets to your family or
    other beneficiary
CYP Jan2019_01

Ways to Give in the future

Planned Gifts for the Future

Through careful estate planning, you can provide for gifts that will benefit the Santa Barbara Symphony in the future. These planned gifts offer creative and flexible strategies for you to pursue your charitable and family financial goals.  Among the benefits, you may receive substantial tax savings and possible lifetime income for yourself and/or spouse.  However, the greatest benefit of a planned gift will be in knowing that you are supporting a musical legacy for your community.

  • Created in will or living trust
  • Unlimited charitable estate tax deduction
  • Continued use of assets during your lifetime
  • Flexibility to change amount of bequest at any time
  • Minimum amount:  None
Pay/Transfer on Death Gifts (POD,TOD)
  • Easiest way to leave a gift with no money out of pocket now
  • Name Symphony as the beneficiary of your checking or investment account
  • Avoids probate on assets and passes directly to charity
Retirement Plans and Insurance
  • The Symphony is named as full or partial beneficiary of your
    IRA, 401(k), 403(b), or life insurance policy
  • Avoids significant income tax burden to heirs
  • Possible federal and state estate tax savings
  • Flexibility to change benefit amount at any time
  • Minimum amount: None
Charitable Gift Annuity (CGA)
  • Contribute cash or securities now and receive fixed annual income for life for you and your spouse
  • Simple contract with no attorney fees or complex legal documents
  • Annuity payout rates determined by age of the beneficiary(ies)
  • Rates generally much higher than prevailing CD rates, e.g.  currently 7 % for single 80-year old
  • Offers immediate and long-term tax benefits
  • Administered through the Ventura County Community Foundation with 10% fee at end
Charitable Remainder Trust (CRT)
  • Receive payments for life or term of years
  • Take charitable Income tax deduction now and 5 years forward
  • Avoid immediate capital gains tax on appreciation
  • Diversify your investment portfolio
  • Possible federal and state estate tax savings
  • Minimum gift: (non-real estate $100,000)
  • Minimum gift: (real estate $150,000)

Important note: Legacy gifts like those mentioned above are called “planned giving,” because they require careful financial planning for yourself and your family on how you wish to distribute your assets after you are gone. Be sure to consult with your attorney, tax accountant or financial advisor before deciding on the best gift strategy for your individual and family circumstances.

Legal Name: Santa Barbara Symphony Orchestra
Federal Tax I.D. #: 95-2104089

What Heritage Society Members Have to Say

Both raised in musical families and Jane a flutist herself, we share a lifelong love of classical music! We moved to Santa Barbara in the 1970s as a young married couple on a tight budget and have been season subscribers ever since, moving over the decades from the rear balcony seats at the Arlington Theater to premier left orchestra seats at the Granada. Even while raising a family, Saturday nights at the Symphony were our “date nights” and one of the only interesting things to do in town in the ’70 and ‘80s. We have developed many personal friends and close connections with key Symphony people over the years, including warm friendships with Maestro Nir Kabaretti and his family.

After over 50 years of delighting in the Symphony’s innovative programming, we have recently decided to include the Symphony in our estate plans, only asking ourselves why we waited so long? We believe strongly in how important the Symphony is to the community, and especially the next generation of musicians and music lovers through its youth programs. We invite others to join us as Heritage Society members to help sustain the Symphony for another 50 years!

-Jane and Terry Honikman
Heritage Society Member

Maui sunset

My love of classical music began as a child when my Mozart-loving father had music streaming throughout the house.  I sang in the church choir from age 10 through high school, and enjoyed school trips to the Metropolitan Opera and the New York Philharmonic.  Later in my career, I worked as a fundraising consultant with Bay Area nonprofits, including the Philharmonic Baroque Orchestra, the San Francisco Conservatory of Music and the California Symphony.  After my husband and I moved to Santa Barbara in 1995, I eventually joined the Santa Barbara Symphony board. I immediately joined the Heritage Society because I thought it was the right thing to do to guarantee the Symphony’s financial stability.  I’m delighted to serve on the Symphony Board at this time of terrific forward momentum and am especially enthusiastic about the Symphony’s youth programs.  I want to ensure that the Symphony continues to enrich the lives of so many of all ages for years to come.  You too can help the Santa Barbara Symphony continue to provide amazing music and exceptional youth education for generations to come by joining the Heritage Society today!

-Nancy McAleer Golden
Heritage Society Member
Santa Barbara Symphony Board of Directors

After serving as the Symphony’s Marketing Director for 28 years, the Santa Barbara Symphony remains close to my heart even in my retirement! Paul  and I never miss a concert or a symphony event even to this day. It’s very  important to me to keep symphonic music alive for future generations.  Through my current gifts and legacy provisions in my estate plan, it gives  me great personal satisfaction to know the Santa Barbara Symphony will live on. I have included this special organization in my estate plans in two ways: a bequest of a percentage of my estate, and a life insurance policy which names the Symphony as the sole beneficiary. I enjoy the benefits of being both a Crescendo Society and a Heritage Society member, and I invite you to join me!

-Barbara Burger
Heritage Society Member
Former Marketing Director
Santa Barbara Symphony

Barbara Burger

Our family has a deep appreciation for the enormously positive impact the  Symphony’s Music Van, Concerts for Young People and especially the Youth Symphony have had on my wife and me, when we were members many years ago, and on our three children, who continue to play viola, cello and bass, even as adults now. That is why we have included a bequest for the  Symphony in our estate plans, to help secure the future of the Symphony and the educational programs that have so enriched our own family.

-Dr. Don Gilman
Heritage Society Member
Past President 
Santa Barbara Symphony Board of Directors

Take the Next Step

Planning your estate and charitable legacy for future generations takes careful evaluation and planning.  We can help!  Discussing your charitable intentions with us early in the process can lead to a much better result than acting alone—and will ensure that your gift is used in accord with your intentions. We have a planned giving consultant  who can answer your general estate planning questions and provide additional information on any of the legacy giving options described on our web pages.

Act now to make thoughtful plans that will meet your individual and family needs, while also ensuring a musical legacy for future generations in our community. We welcome your call today to begin the conversation about how you’d like to leave your musical legacy and be recognized as a member of our prestigious Heritage Society.

Planned Giving is a specialized field and an important component to the sustainability of our Symphony.

We are now partnering with Planned Giving Consultant, Pat Snyder, to provide confidential conversations with an expert, and answer questions about your legacy gift options with the Symphony.  You may contact her directly at (805) 455-0390 or email her at [email protected] 

Once you have completed your estate plan commitment, we invite you to become a Heritage Society member by filling out the Declaration of Intent form and mailing it to our office at 1330 State Street, Suite 102, Santa Barbara, CA 93101.  


Pat Snyder

Pat Snyder invites your calls and questions about all things related to your estate planning and legacy giving opportunities to the Santa Barbara Symphony.  Pat was the major gift fundraiser and planned giving director for the SBCC Foundation and Visiting Nurse Association for a total of nearly two decades. For the past ten years, she has been building and guiding planned giving programs for a wide variety of local nonprofits as a consultant.  She has a passion for this work and her enthusiasm is infectious!

Pat Snyder, Planned Giving Consultant

Santa Barbara Symphony
1330 State Street, Suite 102
Santa Barbara, CA  93101

Phone: (805) 455-0390
Email: [email protected]

Juli Askew

Juli is the person to call about the benefits of your Heritage Society membership and any of the other Symphony donor recognition programs, such as Crescendo or Musical Chairs Society.  Juli handles all the events for our donors and subscribers.

Please call her if you have any questions about the Symphony’s strategic directions and its programs, and the variety of ways to support the important ways the Symphony serves our community.

Juli Askew, Development Manager

Santa Barbara Symphony
1330 State Street, Suite 102
Santa Barbara, CA  93101

Phone: (805) 898-8785
Email: [email protected]