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Planned Giving | Pearl Chase Endowment

SBTHP is a vital part of Santa Barbara. This is why we joined Los Distinguidos and made a provision for SBTHP in our will. We value SBTHP's work and want to make sure that it continues for our children and grandchildren.

~ Peter and Patricia Kruse

Los Distinguidos* Honor Roll

Anonymous
Dr. Herbert Barthels
Elizabeth Brooks
Elliot and Mary Brownlee
Mary Louise Days
Sally Fouhse
Sue and Jim Higman
Dr. Jarrell and Michele Jackman
Lynn P. Kirst and Lynn R. Matteson
Patricia and Peter Kruse

Craig and Cindy Makela
Mosher Foundation
Art and Barbara Najera
Dr. Richard E. Oglesby

Virginia Ridder
Santa Barbara Bank & Trust
Jim and Elna Scheinfeld
Teresa Siebert
Jack Theimer
Ed and Barbara Vernon

*Los Distinguidos: Spanish for "The Distinguished Ones"

About the Pearl Chase Endowment

Pearl Chase
Santa Barbara Trust for Historic Preservation founder and community leader Pearl Chase.

The Pearl Chase Endowment was created to receive and encourage planned gifts and bequests, and to provide a permanent financial base for the Santa Barbara Trust for Historic Preservation's ongoing preservation and restoration work. In 2004, SBTHP established Los Distinguidos, a special recognition circle for those who contribute $10,000 or more in current or deferred gifts to SBTHP’s Pearl Chase Endowment.

There are many ways to join Los Distinguidos that can benefit you and your loved ones while providing meaningful support to SBTHP.

  • Write a check or make a cash donation.
  • Give appreciated stock, bonds or mutual fund shares.
  • Make a pledge and spread your payments out over two to three tax years.
  • Make a bequest in your will or living trust.
  • Designate SBTHP as a Life Insurance beneficiary.
  • Designate SBTHP as an IRA beneficiary.
  • Purchase a gift annuity and receive lifetime payments of up to 11% return, depending on your age.
  • Give your residence or farm, and retain the right to live there for the rest of your life.
  • Donate property, or sell it at a bargain price, to SBTHP.
  • Create a Charitable Remainder Trust.

To learn more about making a lasting gift to the Pearl Chase Endowment by joining Los Distinguidos, call (805) 966-1279.

When you inform us of your intent to include SBTHP in your will or estate plan, you will become a member of Los Distinguidos and be listed on the Los Distinguidos Honor Roll, unless you wish to remain anonymous. Members of Los Distinguidos are recognized each year at one of the SBTHP's annual events.

Generations pdfRead the most recent edition of Generations - Estate and Gift Planning Strategies for Friends of SBTHP

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El Presidio de Santa Bárbara State Historic Park • Casa de la Guerra • Santa Inés Mission Mills • Jimmy’s Oriental Gardens
123 East Canon Perdido Street, Santa Barbara, CA 93101 • (805) 965-0093 • FAX (805) 568-1999 • www.sbthp.org
© 2010 Santa Barbara Trust for Historic Preservation. A 501 (c)(3) nonprofit organization. JAB Design