Planned Giving

Planned Giving at Santa Barbara Middle School

Leaving a Legacy That Matters

Your planned gift to Santa Barbara Middle School ensures the continuation of our unique approach to education—one that fosters courage, community, and creativity. By choosing to include SBMS in your estate planning, you are investing in future generations of students who will explore, connect, and grow into thoughtful, compassionate leaders.

Why Planned Giving?

Planned gifts provide essential, long-term financial support that enables SBMS to uphold its mission of experiential, outdoor, and holistic education. Your generosity helps sustain programs like our transformative Outdoor Expeditions, our innovative Diamond Time enrichment activities, and a diverse curriculum that nurtures both personal and academic growth.

Ways to Give:

• Bequests: A simple yet powerful way to leave a lasting impact, a bequest in your will or living trust can designate a specific dollar amount or percentage of your estate to SBMS.
• Retirement Assets: Naming SBMS as a beneficiary of your retirement plan (IRA, 401k, or 403b) is a tax-efficient way to give and ensure your legacy endures.
• Life Insurance Policies: Gift a life insurance policy by naming SBMS as a beneficiary or transferring ownership directly to the school.
• Charitable Trusts: Establish a charitable remainder or lead trust to provide income to you or your heirs, with the remaining funds benefiting SBMS.

Next Steps:

We welcome the opportunity to discuss how your planned gift can best meet your philanthropic goals while supporting the future of SBMS. To learn more or share your plans with us, please contact our Development Office at:

Email: development@sbms.org

Phone: (805) 682-2989

Your generosity today creates endless possibilities for tomorrow. Thank you for considering a planned gift to Santa Barbara Middle School, where education becomes an adventure and each student discovers the extraordinary within.