The Legacy Circle

The Legacy Circle honors donors who have included UC Santa Barbara in their estate plans through some form of planned gift. Membership in the society is conferred upon those who have communicated to the university their intention to make a gift through a bequest, charitable trust, charitable gift annuity, pooled income funds, life insurance, retirement fund, or a gift of property with a retained life estate

An Invitation to Join The Legacy Circle

Members of The Legacy Circle have expressed their commitment to UC Santa Barbara Foundation through a very special and important form of financial support.

These donors have named UC Santa Barbara as the ultimate beneficiary of a planned gift. Such gifts might include a bequest and/or charitable income gifts, such as charitable gift annuities, charitable remainder unitrusts, charitable remainder annuity trusts, or gifts of life insurance.

Once you complete your estate plans, please fill out our member profile form to let us know. We would like to thank you for your generosity by including you in The Legacy Circle.

Membership Benefits

Your membership involves no dues, obligations, or solicitations, but it does allow us to thank you and recognize you for the plans you have made, and it may inspire generosity in others.

Benefits of membership in The Legacy Circle also include annual luncheons, invitations to special events and seminars and a subscription to our newsletter.

The most important benefit, however, you will receive from joining The Legacy Circle is the satisfaction derived from making a lasting contribution to our long-term prosperity.