HSB Announces Planned Giving Advisory Committee

April 26th marked the beginning of an era for Hospice of Santa Barbara. An elite group of estate and financial planning professionals in Santa Barbara met for the inauguration of the Planned Giving Advisory Committee, chaired by longtime HSB board member Lori Lewis, partner and estate planning attorney at Mullen & Henzell, LLP.

 

 Lori Lewis

Lori Lewis

In addition to Lori Lewis, members of the Planned Giving Advisory Committee include;

Jim Cote, Esq, Law Offices of James F. Cote

Donna Dawson, CPA

Diane Doiron, CLU, Doiron Financial Associates

Dave Nordahl

Suzi Schomer, V.P., Montecito Bank & Trust

The members of this committee have made the commitment to guide HSB staff toward the goal of providing meaningful estate and financial planning services to people who are in need of those services.

Hospice of Santa Barbara is constantly searching for ways to improve the lives of those who are experiencing a serious illness, or those grieving the loss of a loved one. With guidance from these professionals, HSB is now in the position to offer assistance to those who are seeking help with estate and financial planning.

Find a pdf guide to Planning Your Legacy here.

For more information please contact HSB’s Planned Giving Officer, Judy Goodbody, CFRE, CRTP at (805) 563-8820 ext.124 or email jgoodbody@hospiceofsb.org or visit our website at www.hsbgift.org