For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their financial advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Additional Bequest Language

In making this gift it is my intention to serve the Santa Barbara campus of the University of California and its students and I desire that the foregoing statement of purpose be liberally construed so that this objective may be fully accomplished. If, at any time in the judgement of the Chancellor of the Santa Barbara campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of the Santa Barbara campus of the University of California in his/her discretion determines to be consistent with my interests and intentions.

Legal Name: UC Santa Barbara Foundation

Tax I.D. Number: 23-7314834 

Incorporated In: Santa Barbara, CA