Planned Giving

Allow your personal values to make a lasting impact on the world and inspire others to join in your commitment. Planned and major gifts made to the United Boys & Girls Clubs of Santa Barbara County allow the Clubs to continue enhancing the programs we provide for the youth who need us most in each of our Club locations across the county.

Ways to Support UBGC

  • Charitable bequests
  • Charitable remainder trusts
  • Gifts of life insurance
  • Gifts of real estate
  • Gifts of stock
  • Gifts of personal property including vehicles and artwork
  • Charitable gift annuities
  • Retirement plans
  • Donor advised funds

To include us in your estate planning, include the following statement in your will:
Sample Bequest Provisions Unrestricted Expendable Bequest:
I hereby give ___________________* to THE BOARD OF DIRECTORS OF THE UNITED BOYS & GIRLS CLUBS OF SANTA BARABRA COUNTY, a non-profit organization, to support the mission and goals of the organization.

Unrestricted Endowed Bequest:
I hereby give ______________* to THE BOARD OF DIRECTORS OF THE UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY (hereinafter, “the Board”), a non-profit organization. The property comprising this gift may, for investment purposes, be merged with any of the investment assets of United Boys & Girls Clubs of Santa Barbara County, but the gift shall be entered in the organization’s books and records as an endowed fund known as THE _____________ FUND (the “Fund”). The Board of Directors shall use the endowment payout from the Fund to support the mission and strategic plan of the organization.

Expendable Bequest for a Specific Purpose:
I hereby give ___________* to THE BOARD OF DIRECTORS OF THE UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY, a non-profit organization, for the following purpose: _______________
________________________________________________________________________________

Endowed Bequest for a Specific Purpose:
I hereby give ______________* to THE BOARD OF DIRECTORS OF THE UNITED BOYS & GIRLS CLUBS OF SANTA BARBARA COUNTY (hereinafter, “the Board”), a non-profit organization. The property comprising this gift may, for investment purposes, be merged with any of the investment assets of United Boys & Girls Clubs of Santa Barbara County, but the gift shall be entered in the organization’s books and records as an endowed fund known as THE _____________ FUND (the “Fund”). The Board shall use the endowment payout from the Fund for the following purpose: ________________________________
__________________________________________________________________________________

To Prepare for the Unexpected:
Inclusion of the following language is optional, but suggested, in order to ensure that a bequest designated for a specific use will always remain productive if circumstances change unexpectedly:
If, in the judgment of the Board, changed circumstances should at some future time render the designated use of this gift no longer appropriate, then the Board shall use the gift to further the mission and strategic plan of United Boys & Girls Clubs of Santa Barbara County, giving consideration to my special interest as evidenced by the purposes described above.

* Fill in the blank with the dollar amount, percentage of estate, or specific property you intend to give to United Boys & Girls Clubs of Santa Barbara County.

To formalize your estate planning, contact Pete Muzinich, Attorney, Reicker, Pfau, Pyle, & McRoy, LLP.

For more information or to learn more about you can list United Boys & Girls Clubs of Santa Barbara County in your estate planning, contact , Chief Executive Officer..

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