About
Wills &
Trusts

How Can I Learn More?

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Our video library is a great resource to help you plan for your family and loved ones with a will or living trust. Click below to start watching.

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A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends, or Santa Barbara Botanic Garden as part of your estate plan.

Submit a Planned Giving Confirmation Form

What Are My Options?

Having various options allows individuals to tailor their bequests to align with their values, financial objectives, and the impact they wish to achieve through philanthropic contributions.

You can gift a specific dollar amount or asset, or opt for a percentage-based bequest that adjusts to changes in your estate's value over time. Gifting from the balance of residue of your estate ensures a comprehensive distribution of remaining assets, while a beneficiary designation streamlines the process by assigning specific assets directly to beneficiaries.

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