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Sansum Clinic Legacy Society

Today, more than ever, your support is vital and essential to our mission to provide an excellent healthcare experience, recognizing our first priority is the patients we serve.

Our longevity is due to our ability to navigate the complexities of the ever-evolving healthcare industry, while at the same time maintaining an unwavering commitment to the more than 125,000 patients we serve. 

In an era of declining insurance payments, we are challenged to continue providing exceptional care. Philanthropic support can make the difference between keeping or cutting important patient care programs and services and upgrading technology and facilities.

We invite you to consider providing future support by including a gift for Sansum Clinic in your estate plans. No gift should be directed to us until all of your immediate family and other loved ones have been provided for according to your wishes.

There are a number of very attractive giving opportunities. Most people simply arrange a gift in their will or living trust. These are the most popular and easiest gifts to arrange. Consider discussing with your legal counsel a gift of a fixed dollar amount, a percentage or remainder of your estate, or even a specific parcel of real estate. Your gift may be designated to a program or service that fits your philanthropic interests.  A gift designated to ‘where the need is greatest’ gives Sansum Clinic maximum flexibility in addressing its changing needs.

Some donors benefit from a variety of  “giving for income” plans, such as a charitable trust. Many people have experienced growth in their real estate or other investments through the years. Disposing of appreciated assets in later years is often an expensive process. A charitable trust may be the answer. Highly appreciated assets transferred into a charitable trust may be sold by the trustee without the imposition of a tax on the gain. As you may know that tax has been increased this year. By using a trust, most of the original value is preserved. A fixed or variable income is also available.

You may choose from an array of other giving opportunities, such as gift annuities, which provide you with a charitable deduction, as well as some tax-free income. Other gift arrangements include life estates, life insurance and retirement funds.

As you contemplate providing for your family’s needs in the future, we hope you will think of Sansum Clinic and provide for the future of quality healthcare in our community as well.

When you arrange a future gift for us in your estate, we will automatically enroll you as a member of Sansum Clinic’s Legacy Society. Our members represent all ages, come from all walks of life and are dedicated to helping us bring together the best physicians, the latest technologies and the most comprehensive healthcare to meet the specialized needs of our community.

A provision in your estate enhances our opportunity to provide future generations with quality healthcare services. I hope you will consider leaving a legacy to Sansum Clinic by which you will be remembered.

Let us know if you have already remembered Sansum Clinic in your estate plans so we can thank you and enroll you in Sansum Clinic’s Legacy Society!

You may download a membership form and mail it to:

Dru A. Hartley
Director of Philanthropy
Sansum Clinic
P.O. Box 1200
Santa Barbara, CA 93102-1200

For more information or to schedule an appointment with our planned giving specialist, please contact: Dru A. Hartley, Director of Philanthropy at (805) 681-7726 or


Sansum Clinic is a 501(c)(3) California Nonprofit Public Benefit Corporation.

Gifts to Sansum Clinic are tax deductible to the full extent of the law.



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