Naming the Museum:
Santa Barbara Maritime Museum
113 Harbor Way, Suite 190
Santa Barbara, CA 93109
TAX ID#: 77-0392953
Naming the Santa Barbara Maritime Museum in your trust or will, or as the beneficiary of a retirement account or Charitable Trust offers many options:
- Retirement accounts - As a percentage or full beneficiary of your IRA, 401k, 403b or other retirement account
- Trust or Will
- A bequest of a specific dollar amount or percentage of your estate
- A percentage, residual or remainder beneficiary after you have made other gifts from the remaining portion of your estate
- A bequest only if other designated beneficiaries do not survive you
- Charitable Remainder Trust which is irrevocable and pays income to you or your beneficiaries first, with the remainder going to the Museum and/or other charities.
- Charitable Lead Trust which is irrevocable and pays income to the Museum and/or other charities first for a specific term, with the remainder passing to the beneficiaries.
If you wish to name Santa Barbara Maritime Museum - Santa Barbara Maritime Museum, 113 Harbor Way, Suite 190, Santa Barbara, CA 93109. Tax ID#: 77-0392953
Please let us know that you have named the Museum in your estate plan as this helps ensure your gift’s intent is clear, can prevent future complications pursuant to who receives the asset and helps us with long range planning initiatives.
Discussing charitable giving with your attorney or other professional advisors to ensure your goals are best achieved is highly recommended. Please feel free to contact us to request any additional information that might be helpful to you and your attorney.