United Way Honors Legacy Donors at 32nd Annual Heritage Club Luncheon

June 21, 2017
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SANTA BARBARA — United Way of Santa Barbara County’s (UWSBC) Heritage Club members gathered at the Santa Barbara Zoo on June 1, 2017, to celebrate and be recognized for leaving their legacies to this community. United Way of Santa Barbara County established the Heritage Club to honor forward-thinking individuals choosing to include United Way in their estate plans.

The honorees welcomed new Heritage Club members Lucille Owens and Robbie Faeh, reminisced, reconnected with old friends and shared their passion for United Way. The group enjoyed a delightful lunch sponsored by Kayne Anderson Rudnick and stories of community impact by UWSBC President & CEO Steve Ortiz. Planned Giving Committee Chair Diane Doiron also present the Legacy Supporter of the Year Awards to Dr. Ursula Henderson and Judy Goodbody.

Dr. Henderson’s commitment to her community is an intrinsic part of her nature. For 40 years, Dr. Henderson has served Santa Barbara in many roles including psychiatrist, community leader, philanthropist, board member and volunteer.
Dr. Henderson has been a longtime United Way leadership donor and has been a Heritage Club member since 1994. She has been involved with United Way’s Red Feather Ball as an Abercrombie Award recipient (1999), a patron, a Red Feather Ball Women’s Committee member, and by inviting others to join her in supporting United Way by donating silent auction items.

Dr. Henderson’s decision to include United Way in her estate plans reflects her commitment to her community and to United Way, and will impact the community for years to come.

Goodbody served United Way of Santa Barbara County as the Gift Planning Services Officer from 2000-17, assisting donors with their financial, estate planning, and philanthropic goals through planned giving arrangements. Goodbody became a member of the Heritage Club herself in 2005, when she included United Way in her estate plans.

Goodbody’s work continues to impact both United Way and the donors she has served. She leaves a legacy of a diversified and organized planned giving program and institutional financial stability that allows United Way of Santa Barbara County to tackle some of the community’s most difficult challenges.

About the Heritage Club: The Heritage Club was established in 1982 to honor forward-thinking individuals choosing to include United Way in their estate plans. Through wisely planned gifts, Heritage Club members provide perpetual support to improve the lives of children, families, and seniors in our community through United Way of Santa Barbara County’s unique and innovative programs.

Heritage Club members’ 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. Heritage Club members are recognized on the Wall of Honor in the conference room of the Stuart Taylor Community Center at the United Way of Santa Barbara County’s office.

For 35 years, under the guidance of a premier committee of volunteer estate and financial planning professionals, United Way has offered a variety of techniques which are individually tailored to meet the philanthropic desires of our donors. Diane Doiron, CLU chairs the Planned Giving Committee. Marilyn Anticouni, Esq., Michael Bergquist, JD, CFP, Dennis Forster, CFP, Joseph Green, Esq., Len Jarrott, MBA, CCIM, Suzi Schomer, and Joe Lanza, CPA serve as committee members.

United Way is pleased to have Gift Planning Services Officer, Shanna Wasson Taylor, on its team. Taylor is supported by Gift Planning Assistant Penny Rowan.

For more information about the Heritage Club please contact Taylor at 805-965-8591 x120 or staylor@unitedwaysb.org or visit www.unitedwaysbgift.org.

About United Way of Santa Barbara County: United Way of Santa Barbara County (UWSBC) has the unique and positive vision that “in our community, everyone has a hopeful future.” Since 1923, UWSBC has served Santa Barbara County community through funding, volunteer development, and by utilizing its own unique initiatives that involve dozens of local non-profit and public sector agencies. UWSBC’s local community driven Power of Partnership™ priorities help children, families & seniors with a focus on Education, Income and Health.

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