United Way’s 21st Annual Heritage Club Appreciation Luncheon took place
on Wednesday, June 7, 2006 at the Sage & Onion. 36 Heritage Club members and
guests were honored for leaving their legacy to this community, during this
exquisite dining experience which was specially prepared by Chef Steven Giles and
his staff. The event was generously underwritten by Bank of Santa Barbara.
An elegant lunch of Medallions of Beef Tenderloins, Grilled Salmon Salad or
Sage Roasted Breast of Chicken was served as honorees shared their stories and
personal commitments to the ongoing success of Santa Barbara County’s United
Way. It was a lovely setting in which to meet the newest members of the Heritage
Club, and to reminisce with those who have been members for many years.
Many thanks to our event underwriter, Bank of Santa Barbara
Summer 2003
H
ERITAGE
H
IGHLIGHT
N
EWS
21st Annual Heritage Club Appreciation Luncheon
Merrilyn & Earl Damitz
The Heritage Club is made up of forward-thinking individuals who
have chosen to leave their legacy to this community as part of their overall
estate plan. Through wisely planned gifts, they have extended their United
Way support for generations to come. Their gifts come in many forms,
including Charitable Remainder Trusts, Gift Annuities, Donor Advised
Funds, Pooled Income Funds, Bequests, and gifts of Retirement Accounts or
Life Insurance policies.
United Way’s Endowment and Gift Planning
Services Program, under the guidance of a premier
group of volunteer estate and financial planning
professionals, offers a variety of techniques which
are individually tailored to meet the philanthropic
desires of our donors. These gifts are invested in at least one of six
Endowment Funds, which provide a solid foundation of perpetual support
for Santa Barbara County’s United Way. These endowments insure the future
of United Way’s unique and innovative programs which benefit the neediest
people in our community.
Betty & Bill Alexander
With the Power of Partnership, we are improving lives...
Summer 2006
To learn more about the Heritage Club, please contact Judy Goodbody, CFRE, CRTP,
Gift Planning Services Officer, at (805) 965-8591 ext.120
Joe & Marilee Green
