Suggestions from my talk with Denise Stevens, presented by Development Office, Legacy Giving, Santa Barbara Museum of Natural History 3.30.2021.
Few families and individuals escape making decisions about passing on personal possessions. Determining who gets what can be a real challenge. What’s fair and equitable? What are the different distribution options, and what will the consequences be? What about the difference between value and worth?
This webinar covers goals for transferring non-titled property and best practices to optimize your planning. Expert speakers Denise Stevens, M.A., and Elizabeth Stewart, Ph.D., share personal stories from their experiences to help you navigate this issue for yourself.
This free public workshop presented by the Santa Barbara Museum of Natural History’s Planned Giving Advisory Council took place on March 30, 2021.