Santa Barbara Trust for Historic Preservation
ph (805) 965-0093
fax (805) 568-1999
PO Box 388,
Santa Barbara,
CA 93102

Planned Giving | The Pearl Chase Endowment

Los Distinguidos Members Peter and Patricia Kruse

" The Trust is a vital part of Santa Barbara. This is why we joined the Los Distinguidos Society and made a provision for the Trust in our Will. We value the Trust and want to make sure that it continues for our children and grandchildren. "

~Peter and Patricia Kruse

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

• 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 the Trust as a Life Insurance beneficiary.
• Designate the Trust 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 the Trust.
• Create a Charitable Remainder Trust.

To learn more about making a lasting gift to the Pearl Chase Endowment by joining Los Distinguidos, call Dr. Jarrell Jackman at (805) 965-0093 or email him at docjj@sbthp.org.

Members of the Endowment Committee are also available to discuss how a planned gift can benefit you and the Trust.

Endowment Committee Members
James R. Bechtel, Senior Portfolio Manager Private Client Services, Wells Fargo Bank
Mary Louise Days, Member, Trust Board of Directors
Harvey K. Lynn, CPA, retired senior partner McFarlane, Faletti & Co. LLP
Doug Rossi, Attorney At Law, Estate, Trust & Tax Planning, Price Postel & Parma
L. David Tisdale, Chairman, Starbuck, Tisdale and Associates

	Read the most recent edition of GENERATIONS - ESTATE AND GIFT PLANNING STRATEGIES FOR FRIENDS OF THE TRUST

When you inform us of your intent to include the Trust 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 Trust's annual events.

Los Distinguidos Honor Roll

Anonymous Elizabeth Brooks Elliot and Mary Brownlee Mary Louise Days Sally Fouhse Sue Higman Jerry and Michele Jackman Patricia & Peter Kruse Richard Oglesby Craig and Cindy Makela Virginia Ridder Jim and Elna Scheinfeld Teresa Siebert Ed and Barbara Vernon

Los Distinguidos: Spanish for "The Distinguished Ones"