Planned Giving

A hand placing a red paper heart into a donation box.

Welcome! We are pleased you are interested in learning about the many benefits of gift plans and how Hospice of Santa Barbara may be of service to you. If you have questions concerning the best way for you to benefit through planned giving please contact Nancy Shobe, Key Relationships Manager, at 805.563.8820 or nshobe@hospiceofsb.org.

“Hospice of Santa Barbara helped me through my darkest moments, and I want others to have the same support.”
— Cynder Sinclair

Ways to Give for the Future

  • Planned Gifts for the Future

  • Bequest

  • Pay-Transfer Upon Death

  • Retirement Plans and Insurance

  • Charitable Gift Annuity

  • Charitable Remainder Trust

  • Real Estate-Retained Life Interest

Ways to Give Now

  • Gifts of Cash, Stocks or Mutual Funds, DAFs

  • IRA Rollover Gift

  • Gifts of Real Estate

“Through HSB, I learned so many things about pain, loss, and acceptance. HSB has opened a door for the taboo subject of death and grieving. Knowing that there are people who care strengthens your morale and helps you through the healing process.”
— Joe Jowell, longtime volunteer and Legacy Society member
“The mission of Hospice is very near and dear to my heart.”
— Gerd Jordano
“I’ve spent my life helping build organizations that strengthen people. But these — these are the places that helped strengthen me.”
— Paul Didier
“Hospice counseling ‘saved’ our lives. We felt blessed that Hospice of Santa Barbara was there for us. It gave us a safe space to process our grief without judgment and to gain helpful tools to navigate life again.”
— Brian Bailey
“Our legacy gift is being made with gratitude for all the organization has done for us, our family, and for the community. We encourage others who have benefitted from the counseling and grief support services offered by Hospice of Santa Barbara to consider joining us as members of the HSB Legacy Society. It is simple to do and will help secure these needed counseling services for future generations.”
— Terri Bailey
“By naming Hospice of Santa Barbara as a beneficiary of one of my IRAs, I know that the full value of my hard-earned retirement savings will be available to sustain the work of HSB. There will be no value lost to income taxes.”
— Dennis Forster, CFP