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Santa Barbara Maritime Museum

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Flagship Society: Planned Giving Tip

March 2, 2021

Donor advised funds are gaining popularity as one of the most tax efficient ways to give to nonprofits.  These funds allow you to contribute cash, securities, or other types of highly appreciated assets to the fund, you receive an immediate tax deduction, the funds can be invested for long term growth, and grants can be made out of the fund to nonprofits over an indefinite period of time.  Yet, many donor advised fund owners are not aware that they can direct that any remaining assets in their fund at death can be designated to a nonprofit/s of their choice. These are called “legacy” or “successors”, and it makes for any easy distribution of the funds in the account.  

Planned giving information provided by SBMM and its volunteer-based Planned Giving Committee is educational in nature and the Museum cannot render any type of legal or tax advice. 

Learn more about SBMM’s Flagship Society – Leave a Legacy through Bequests & Planned Gifts

Filed Under: News

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  • New 5-year Strategic Plan and 2019-2020 Annual Report now online: Part of the Museum’s National Accreditation Process
  • Flagship Society: Planned Giving Tip
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113 Harbor Way, Ste 190
Santa Barbara, CA 93109
805 962-8404 • sbmm.org
501 (c) (3) Tax ID: 77-0392953

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NAVIGATION
  • Visit
    • Hours & Directions
    • Outdoors SB Visitor Center
    • Group Visits & Guided Tours
    • SBMM Store
    • Munger Theater
  • Events & Lectures
    • Upcoming Events & Lectures
    • Watch Previous Lectures
    • Private & Corporate Events
  • Exhibits
    • Arthur Beaumont: Art of the Sea – New!
    • Love Letters to the Sea – New!
    • Dwight Brooks Model Collection – New!
    • Virtual Tours
    • Curator’s Log
  • SBMM at Home
  • Education
    • Educational Programs
    • Upcoming Events & Lectures
    • Watch Previous Lectures
    • SBMM at Home
    • The Deeper Dive Series
    • Group Visits & Guided Tours
  • Support
    • Membership
    • Donate Today
    • Navigators Circle
    • Bequests & Legacy Gifts
    • Corporate Partners
    • Volunteer
    • Donate An Artifact
  • About
    • Welcome back
    • Contact Us
    • Board of Directors
    • Staff & Employment
    • 2019-2020 Annual Report
    • 2021-2026 Strategic Plan
    • Financials
    • Press Room
    • Our Logbook
    • The Deeper Dive Series
  • Museum Store