International student Fay Havinga ’25 shared these words about how donor support helps create the opportunities that help shape student lives. Meet Fay and read her full quote on page 18!
Contents
2-3 Legacy Giving 4-17 Commitment In Their Names Everyone Can See the Stars For the Love of Listening Basic Science is Key Education for All When a Home Becomes a Legacy
18-23 Recognition Legacy Circle Members 24 Giving Options
Dear Friends,
We are delighted to share with you UC Santa Barbara’s 2024-25 Annual Report of Planned Giving and to celebrate the highlights of another remarkable year in philanthropy. Thanks to the generosity of our community, we achieved a record-breaking year in fundraising — an accomplishment made possible in no small part by the incredible impact of planned gift commitments.
This year’s report features inspiring stories of legacy giving that touch nearly every corner of campus, from aquatic biology and mathematics to the Kavli Institute for Theoretical Physics and the UCSB Library. You’ll find donor profiles that highlight future support for our students, as well as an impact story on an estate gift that has provided meaningful financial assistance to students over the years.
Together, these stories reflect the many meaningful ways alumni, faculty, staff, and friends choose to shape UC Santa Barbara’s future through planned gifts. These commitments are vital to sustaining the excellence and innovation that define our university.
We remain profoundly grateful to every member of the UCSB Legacy Circle. Your generosity strengthens UC Santa Barbara today and for generations to come. Thank you for your continued dedication and support.
Ilana Ormond Senior Director, Planned Giving
Legacy Giving
Growing Impact of Legacy Gifts
Through planned gifts, our generous supporters realize impactful philanthropic visions and create lasting legacies. Planned giving is a commitment by donors to contribute to our institution, whether during their lifetime or in the future, as part of their financial or estate planning. This encompasses a variety of giving options, including bequests, charitable trusts, appreciated assets, real estate, retirement plans and life insurance policies. Planned giving supporters helped UC Santa Barbara achieve its highest level of philanthropic support in campus history, marking the 11th consecutive year surpassing the $100 million benchmark.
Out of $198.8 million raised in private support in fiscal year 2025, $163.3 million was through the generosity of individuals. Planned giving commitments, which totaled $32.8 million or 20% of individual giving, are instrumental in helping UC Santa Barbara to fulfill its mission. The members of UC Santa Barbara’s Legacy Circle help advance the university’s research, teaching, and public service.
$163.3 Million Gifts from Individuals $32.8 M Planned Gifts $130.5 M Outright Gifts and Pledges
Coming from out of state, I have found the UCSB community to be very welcoming. Finding friends through the abundance of student organizations and student events has made this once unfamiliar place feel like home.
Charles Steinback ’26
In Their Names
David McDonald ’85 supports student scholarships and the UCSB Library
One day in the future, students who receive one of four scholarships created by David McDonald ’85 will be able to read stories about his family’s lives.
“There will be one for my grandmother, one for me, and one for each of my parents. My father passed away in 2011; my mother is going strong at 90. They’ve been the most important people in my life, and I wanted to create scholarships to honor them,” said David.
David tailored each named scholarship to reflect that person’s life experience, which he hopes recipients will share. His bequest will endow these scholarships, ensuring financial support in perpetuity.
David’s father, Mac, grew up abroad in a military family. Just before World War II, he was evacuated from China and the Philippines along with his mother and sister. Mac served as a Navy Medical Corpsman during the Korean War before attending college, earning a criminology degree from UC Berkeley while working nights as a Walnut Creek police officer. He went on to a 30-year teaching career.
Jan, David’s mother, grew up in a middle-class family in Oakland during the Great Depression. She graduated from UC Berkeley in 1958 with a degree in social services. For over 40 years, she helped individuals and families as a foster care social worker in Contra Costa County, while at the same time taking care of her own family.
While his parents worked, David and his grandmother, Josephine, would explore the city in pursuit of their passions. They would watch planes at the airport, root for the Oakland A’s baseball team, and visit the courts. Later, at home, David would play judge — an early hint of his career in law.
“My grandmother would be honored to learn that a scholarship in her name will help a student realize his or her academic goals,” said David. “She had only a sixthgrade education. She worked as a cafeteria worker in the Oakland school system and was the sweetest person you could meet.” Josephine attended David’s graduation from UC Santa Barbara
in 1985 and the University of San Francisco law school in 1989.
Now retired from a career of civil litigation, David serves as a Judge Pro Tem in the California Superior Courts, where he adjudicates matters with people from all backgrounds.
“I want to keep the memory of my time, my parents, and my grandmother alive through something lasting, rather than a one-time gift. College is much more expensive now than when I attended. Now, students face high housing and living costs,” said David.
“Generous gifts like David’s strengthen the connection between alumni and students, and they inspire future Gauchos to give back. Our alumni community makes it possible for students to focus on their education, worry less about financial pressures, and feel supported by those who came before them,” said Samantha Putnam, executive director of UCSB Alumni.
Some of David’s happiest days were spent at UC Santa Barbara. He recalls the serene campus and the salty air, feeling deep contentment as he walked to Campbell Hall for class. In addition to the four scholarships, David’s bequest will create an endowment to support the UCSB Library, which was his second home while he lived on the Mesa in Santa Barbara.
In honoring his relatives, David has built a bridge from his family’s past to countless students’ futures.
David McDonald Alumni Scholarship Fund
Janice McDonald Alumni Scholarship Fund
Leroy “Mac” McDonald Alumni Scholarship Fund
Josephine Elizabeth Jaramillo Short Alumni Scholarship Fund
Everyone Can See the Stars
Larry and Dee Franks leave a legacy for KITP
If you attend a Chalk Talk at the Kavli Institute for Theoretical Physics (KITP), you might find yourself sitting next to Larry and Dee Franks. The Franks joined Friends of KITP in 2003 as Founding Members. Now, they continue to lead the way with a bequest that reflects their deep commitment to KITP and ensures a legacy of scientific discovery.
KITP is world-renowned for advancing the frontiers of physics. Each year, KITP brings together over 1,000 scientists for extended periods of focused research and collaboration. Guided by an international scientific advisory board and supported by faculty, postdocs, and graduate fellows, KITP creates an environment where sustained dialogue leads to new ideas, surprising connections, and lasting impact across the field of theoretical physics.
“I’m a physicist, too, so I thought KITP would be a good investment. We don’t see this as charity. Dee and I wanted to invest in what would be most helpful to this community,” said Larry.
“We want to improve KITP for the generations that will come along,” added Dee.
Following his undergraduate work, Larry was awarded a fellowship to graduate school to study physics, which proved to be a life-changing event. Through that, he received a Ph.D. from Vanderbilt. Following graduation, Larry received several post-doc positions but chose industry to better support his family.
The Franks moved to Goleta when Larry took a position as a junior physicist at a federal laboratory. He spent most of his career working in applied physics before moving into management. During those latter years, he developed a close relationship with UC Santa Barbara through hiring alumni and funding projects of mutual interest to the lab and campus.
The Franks believe in education. Dee’s mother was a Wellesley alumna and schoolteacher in Tennessee, but she directed her daughter toward social graces over career success. Despite her mother’s vision of her life, Dee became deeply involved in the PTA. She started with her children’s elementary school, moved on to the city and county levels, and ultimately served for many years on the state board.
At age 48, Dee enrolled at Cal State Northridge, where she received her bachelor’s degree the same year her son graduated from UC Santa Barbara. Dee worked for many years as a substitute teacher in the Santa Barbara school system and later in preschools.
The Franks have been married for 65 years and still attend KITP events together.
“There’s always something going on. You get to meet the scientists and postdocs. One of my favorite talks was by a Harvard astronomer. He said, simply, ‘Everyone can look up and see the stars.’ People understood him, and all of the talks are user-friendly like that,” said Larry.
That sentiment of universal understanding, of discoveries that can be both radical and accessible, is the essence of their support.
Global science impact requires inspired investment. The institute’s scientific impact cannot be sustained by traditional federal funding sources alone. KITP must diversify its funding sources and build an endowment with generous support from private foundations and individuals like the Franks. The Franks’ bequest, one of KITP’s first legacy gifts, is powerful because it is unrestricted, meaning that it will support the institute’s greatest needs in perpetuity.
“Legacy gifts like the Franks’ are a powerful expression of trust and belief in the value of KITP now and in the future,” said KITP Director Lars Bildsten. “Larry and Dee’s generosity has been instrumental in supporting our early career scientists and research programs, and their decision to include KITP in their estate plans ensures that impact will endure forever. Endowment funds provide the long-term stability needed to ensure the institute’s continued ability to foster global, collaborative science and launch the next generation of leaders in physics.
We’re deeply honored by their commitment and grateful for their lasting partnership in support of our mission.”
For the Love of Listening
The Harry Smith Glaze, Jr. Collection & Fund for the Performing Arts
Cathy Glaze remembers waiting in the car with her mother outside the Record Exchange in San Francisco while her father carefully combed through stacks of old opera records. At home, music played every night, LPs and 78s echoing through the house as Cathy drifted to sleep.
The late Harry Smith Glaze, Jr. was a chemical engineer with a passion for opera. Over a lifetime, he assembled a collection of more than 2,000 early recordings, including Enrico Caruso cylinders and the only known Leo Slezak Edison cylinder. In memory of her father, who passed away in 2021 at age 88, Cathy donated the collection to UC Santa Barbara. Here, it will enrich the UCSB Library’s Performing Arts Collection and preserve the sounds that shaped her father’s life.
UC Santa Barbara’s Performing Arts Collection contains over 400,000 historical sound recordings and over 250 archival collections containing manuscripts, letters, photographs, scrapbooks, artwork, and other primary source documents that document and support research in the performing arts, including music, theater, dance, radio, and the circus. Cathy felt the UCSB Library was the right home for her father’s collection because of its commitment to accessibility.
“I like that it’s all being digitized so other people have the opportunity to listen to it. I think my dad would have loved knowing that others can listen to those scratchy old records all evening, just like he
did, and maybe even have their kids fall asleep to them,” said Cathy.
Harry met his wife, Lynn Ferguson, at Stanford. He graduated with a bachelor’s degree in chemical engineering and returned with his family to earn his MBA. The family moved to the east coast, where Harry served on the boards of Opera Delaware and Girls, Inc. Avid travelers, Lynn and Harry visited 120+ countries together.
Cathy was set on returning to Stanford, where she received her bachelor’s degree and J.D. She practiced law for several years before entering higher education, and retired after several years as Stanford’s Title IX coordinator. Now, Cathy lives in Tucson, where she’s a patron of the local arts.
In addition to donating her father’s collection, Cathy created an endowed fund: the Harry Smith Glaze, Jr. Fund for the Performing Arts. Collection
endowments are vital in supporting the Library’s role as a steward of history. An endowment ensures long-term financial stability for the acquisition and preservation of a collection while also increasing its accessibility and opportunity for scholarship.
“Having worked at a university for a long time, I understand how important it is to provide financial support to maintain physical collections. Supporting this collection, and others like it, felt like the right thing to do. In the end, you need funding to make the work possible, and I’m lucky to be in a position to give that support,” said Cathy. She has chosen to also
name the endowment fund as a beneficiary in her estate plan, so there will be additional funding available to provide enhanced support in the future.
“Donors like Cathy are key to sustaining programs like the Library’s world-renowned Performing Arts Collection. The collection was founded in the 1970s as a repository of rare opera recordings, and Cathy’s donation of her father’s collection contains significant rarities that may be the only copies in a public archive. Collections like this enhance and enrich the collections and the impact the Library has on its users. Her commitment to a legacy gift
to help support the collection will help it grow and sustain it for the next generation of students and scholars. We are deeply grateful for her support,” said David Seubert, curator of the UCSB Library’s Performing Arts Collection.
“Donating my father’s collection was an easy choice,” said Cathy.
“UC Santa Barbara is the best place in the world to donate a collection like this, where people will truly appreciate it and do something meaningful with it.”
Basic Science is Key
Sam Handelman ’77 and Barbara Pettersen support fundamental science
Sam Handelman ’77 fondly remembers his early days living in Santa Rosa Hall, walking to Isla Vista for falafel and spending afternoons browsing the record store. But what stayed with him most was the sense of connection among students. No matter their background, everyone seemed to thrive in what Sam called a microcosm of oneness.
“You know that saying, ‘a rising tide lifts all ships’? I benefited from attending a good school that became even better over time. UC Santa Barbara has become
a more selective and prestigious university. After graduating with a B.S. in math, I was able to get into UC Berkeley for my MBA, and from that point on, I believe my path was set,” said Sam.
Sam met his wife, Barbara Pettersen, then a genetic counselor at Kaiser Hospital, when they were both living in San Jose. At the time, Sam was building his career at IBM. His work took him from California to France, then to New York City, before he returned to the Bay Area to apply his skills at startups. Sam and Barbara have been married for 25 years and now live in Bend, Oregon. Sam’s bequest to the Department of Mathematics is one of the department’s first legacy gifts.
“Barbara and I thought long and hard about how we wanted to give,” said Sam. “We felt we could truly make a difference in education and the environment. We also believed strongly in supporting efforts to improve social equity. I see the math department as an essential part of these efforts. I’ve always believed that basic science will be key to solving the problems we face, including sustainability, and math is the most fundamental science.
At UC Santa Barbara, our support aligns with our values, and it’s a perfect fit.”
The UC Santa Barbara Department of Mathematics fosters a strong academic community grounded in inquiry, instruction, and discovery. It is home to more than three dozen faculty members working in subfields that cover a broad spectrum of modern mathematics, along with a vibrant group of graduate students and a growing undergraduate population. Faculty are deeply
engaged in both research and teaching, guiding students toward meaningful understanding and longterm impact in their chosen fields.
“The gift from Sam Handelman and Barbara Pettersen is tremendously important because it gives the department flexibility to support our graduate students, which helps them gain visibility and obtain good postdoctoral positions,” said Professor Björn Birnir, department chair. “Planned giving lifts the department’s goals for improved research and education to another level, where we can start thinking about a long term program of research support for graduate students and faculty alike.”
Education for All
Dr. James Stretch ’78,’84 and Dr. Sybil Carrère ’78 create opportunities in aquatic biology
For Dr. James Stretch ’78,’84 and Dr. Sybil Carrère ’78, giving back is a natural extension of the lives they’ve built, rooted in education, discovery, and social equity. Their planned gift to aquatic biology at UC Santa Barbara will help students in the field pursue their studies.
“Right now, it’s important to appreciate the role science plays in helping us understand the world. Scientific methodology allows us to grasp all aspects of our environment. Supporting those efforts gives people a clearer understanding of the
issues — whether political, social, or environmental — and provides a stronger foundation for making informed decisions,” said James, known to his friends and colleagues as “Stretch.”
In 1974, Sybil and Stretch met at a party hosted by the person who would become his graduate advisor at UC Davis. They seemed to follow each other around California as they pursued their education. A mutual friend kept pairing them at social events until they finally figured out they were meant to be together, Sybil recalled with a laugh.
At UC Santa Barbara, Sybil earned her master’s in counseling while working with women reentering education. After earning a doctorate in social ecology at UC Irvine, she became a postdoc and then a nursing professor at the University of Washington. Sybil concluded her career as a professor at CSU San Bernardino, where her work focused on health disparities. Stretch transitioned into medical education and then into administration at the University of Washington and CSU San Bernardino, with a focus on continuing education.
Throughout their careers, the couple has helped underrepresented and nontraditional students access higher education. They hope their legacy gift to UC Santa Barbara, created by a bequest in their estate plans, continues that work by providing aquatic biology opportunities for students with financial need, particularly first-generation college students or those who had been in the foster care system.
“When I worked with foster care programs in San Bernardino, many kids had no idea that college was a possibility. They learned that if they had the interest, resources
existed to help them succeed. We really feel that universities were instrumental in the richness of our lives, so we want to invest in students,” said Sybil.
“We are deeply grateful to Sybil and Stretch for their remarkable commitment to aquatic biology at UC Santa Barbara. Their planned gift will open doors for students to immerse themselves in scientific discovery, investigating the mysteries of aquatic life and pursuing new ideas that will shape the future of the field. Support like this transforms opportunities for individual students while ensuring that UC Santa Barbara remains a place where curiosity and
exploration thrive for generations to come,” said Professor Todd Oakley, department chair.
Now, 43 years into their marriage, Sybil and Stretch live on Bainbridge Island, Washington, and balance their time between volunteering in support of their communities and sailing throughout the Salish Sea.
“We made lifelong friends from our time at UC Santa Barbara. We feel fortunate to be able to give back, with the hope of making it possible for students who may not have the financial means to enjoy the same opportunities,” said Stretch.
When a Home Becomes a Legacy
How the late Erika Davis planned wisely and gave generously
The story of the Richard and Erika Davis Scholarship began in 2011, when Erika found herself at a crossroads. Her Santa Barbara home represented years of memories and the majority of her estate. Downsizing into a retirement home meant selling, but the housing market was slow, and she worried about how to secure her financial future.
A conversation with a fellow UC Santa Barbara supporter sparked a new idea. What if her home could not only provide for her retirement but also create a legacy for students?
Within just a few weeks, after discussions with UC Santa Barbara’s Office of Development, Erika chose to deed her house to UC Santa Barbara in exchange for a Charitable Gift Annuity. The gift annuity guaranteed Erika an annual income for the rest of her life, regardless of market conditions or interest rate changes. Additional benefits provided by the creation of this gift annuity included a significant
charitable income tax deduction and the avoidance of capital gains taxes.
The sale price of her house exceeded expectations. Erika was able to establish the gift annuity and immediately contribute to create a scholarship endowment. She took great joy in the experience as students received the Richard and Erika Davis Scholarship. The award honors her late husband’s lifelong dedication to education.
“We believe deeply in the value of higher education,” Erika shared in 2012. “Creating a scholarship in Richard’s memory makes a lasting difference for students.”
Upon Erika’s passing this year, the remainder of the charitable gift annuity was added to the existing endowment, significantly increasing the annual payout and ensuring a long-lasting, meaningful impact for future generations of students.
Words of gratitude from Richard and Erika Davis Scholarship recipients
“As a scholarship recipient, I have had time to complete my major in statistics and data science, pursue an English minor, and earn an emergency medical technician certification. I look forward to working as an emergency medical technician and serving the Santa Barbara community because administering emergency medicine brings me fulfillment and joy. It means that I have been able to create a meaningful college experience for myself without huge financial stress. Thank you for helping me make my academic and personal dreams happen.”
Anya Macomber ’23 Statistics and Data Science
“When I received the notification that the Richard and Erika Davis Scholarship had been added to my award letter, I remember feeling relief; I knew that the scholarship would help me make the best out of my final year at UC Santa Barbara. I am greatly appreciative of this scholarship. Figuring out how to balance school, work, and familial obligations can be challenging, but receiving this scholarship has made doing so easier during what has been a very busy and momentous academic year. Thank you for creating this scholarship; not only has it helped me, but I know it will continue to help other students after I graduate.”
Ashley Alvarado ’23 Communication & Philosophy
Thank you for making it possible for me (and so many others) to develop in all areas of life. Your generosity allows us to grow into the people we hope to become and to make a difference in the world. I’m truly grateful.
Fay Havinga ‘25
Recognition
Anonymous (82)
Legacy Circle
The Legacy Circle honors alumni, friends, faculty, and staff who have included UC Santa Barbara in their estate plans through some form of planned gift. Membership in the society is extended to those who have communicated to the university their intention to make a gift through a bequest, charitable trust, charitable gift annuity, pooled income funds, life insurance, retirement fund, or a gift of property with a retained life estate. The following generous donors are providing the legacy of support that will enable UC Santa Barbara to continue to grow and excel.
Carol* and Marshall* Ackerman
Dr. Dana T. Aftab ‘85
Dr. Güenter and June* Ahlers
Janet A. Alpert ‘68
Pat ‘57 and Bill* Altman
Maggie and Chuck ‘89 Amsler
Dr. Jodi Anderson ‘94 and Christopher Field
Judy and Bruce Anticouni
Dr. Gregory and Roxanne* ‘66 Aposperis
Bluma Appel*
Louise V. Arnold*
Richard F. Aster, Jr.* ‘63,’65
Dr. Stuart* and Lillian* Atkins
Stuart R. Atkins
Natalie O. Atkinson* ‘47
Richard A. Auhll* H’20
Lawrence Badash*
Drs. John D. and Janice ‘82,’84 Baldwin
Archie Bard* and Leinie Schilling Bard*
Charles H. Barnes* ‘34
Itzik ‘68,’70 and Marge Barpal
Stephen ‘72 and Kathleen Barrett
Dr. Steven ‘68 and Karen ‘68,’70 Bartlett
Addy V. Barton*
Dr. Richard A. Baum* `74
Robert E. Beeton ‘68
Russell H. Behm*
George Bernard Hammerle
Donn R. Bernstein* H’79
Mashey Maurice Bernstein, PhD ‘73,’77
Mark ‘66 and Susan ‘67 Bertelsen
Alan ‘67,’73 and Kathy ‘74 Beyerchen
Dr. William T. Bielby
Miriam Birch* ‘57
Ambassador Barbara K. Bodine ‘70
Dr. Eric H. Boehm*
Mark and Shelley ‘87 Bookspan
Helen R. Borges*
Ann S. Bowers*, on behalf of the Robert N. Noyce Trust
John Bowers
Paul ‘84 and Joy Boyle
Richard L. ‘67 and Kathryn Gee ‘68 Breaux
Irving B. Bricken*
Terry and Sharon* Bridges
Cynthia ‘68,’76 and Frederick Brinkmann
Leonard* and Gretchan* Broom
June* ‘54 and Todd* H’55 Brouhard
Michael ‘71 and Carolyn Bruck
Paula Yurkanis Bruice
Dr. William* and Patricia* Bullough
Charles* and Harriet* Burke
Judy Epstein Buss ‘72
Joseph* and Nancy* Byrne
Dr. José I. Cabezón
Ina Theresa Campbell*
Janet Lea Campbell ‘74
Robert ‘70 and Laura Caplan
Roger* and Jan Capps
Ross Beck Care
Dr. Harry J.* ‘60,’70 and Dr. M.J.* ‘59,’70 Carlisle
Muriel T. Carlton
Marcy L. Carsey H’04
Bruce J. Cary ‘66,’71
Christopher C. Casebeer* ‘69
Cathy Cash and Bruce McRoy
Dr. Robert* ‘49 and Shirle* ‘50 Casier
Bill and Mary Cheadle
Vernon I.* H’90 and Mary Low* H’90 Cheadle
Isabel K. Chissar*
Carolyn S.* and Vernon G.* Christensen
Marvin Clarke* ‘51
Richard L. Cohan* ‘78
Marjorie A. Cole ‘64
The Family and Charity Trust of Michael J. Cole
John ‘69 and Beverly Colgate
J.W.* and Sue Colin
William R. ‘58 and Rita ‘63 Collins
Douglas T. Comerdinger*
Michael J. Connell Memorial Fund
Estate of William B. Cornfield
Rafael R. Costas, Jr. ‘86
Flora Courtois*
Karen Bedrosian Coyne ‘91
Greti Unterthiner Croft*
Dr. John C. Crowell*
Ruth* and Nelson* Culver
Lucille P. Daniel* ‘42
Eugene* and Suzette* Davidson
Burt L. Davis* ‘78
Richard* and Erika* Davis
John ‘82,’84 and Lisa Davis
Louise Lowry Davis*
Stephen W. Davis ‘93 and Amparo Rios-Davis ‘94
Len DeBenedictis ‘62
Dr. Steven DenBaars and Susan Eng-DenBaars
Sandra Haunani Denhart ‘73
Elinor Deniston* ‘52
Dr. Rick* ‘68,’71 and Sherrie Denton
Larry* ‘63 and Phyllis DeSpain
Drs. Robert* and Barbara* DeWolfe
Bobbi* and Paul ‘70 Didier
William ‘68 and Janet Dinsmore
James and Carol Dixon
Jim Dixon ‘84 and Barbara Day
Linda Kathleen Dolan ‘71
Carol L. Donald ‘82
Dean William Dorn
Jeana L. Dressel, PhD
Kenneth Duzy and Kathleen Scott* ‘79
Roy T. Eddleman*
Alison Duncan Egus*
Rebecca and Gary Eldridge
Dr. Katherine Esau*
Bulent Ezal
Joyce ‘65 and Garold* Faber
Dr. Ky Fan*
Dr. Maurice* and Suzanne* Faulkner
Carl and Toby Feinberg
Peter Feldmann ‘65
Howard* and Jean* Fenton
Jeff Ferguson ‘71
Ralph H. Fertig*
William Wesley Fields, MD ‘76
Ann Fingarette Hasse
Timothy O. Fisher
Vasanti Ferrando Fithian ‘60
Mark ‘89 and Julie ‘90 Flower
Donna and Larry Franks
Peggy Fredericksen* ‘51
Kim Freed ‘82
Peter R.* and A. Helen* Fricker
Drs. Frank ‘55 and Amanda Clark ‘64,’66,’75 Frost
Georgia L. Funsten*
Elizabeth Brand Gabler ‘77 and Lee Gabler*
Ralph Garcia, Jr. ‘83 and Jean Bosworth Garcia ‘85
Lloyd W.* ‘41 and Jane D.* ‘41 Garrison
Dr. David* and Patricia* Gebhard
Suzanne George ‘85
James C.* ‘51 and Beverly J.* Georgeou
Ambassador Don* H’96 and Marilyn* H’96 Gevirtz
Blaine Gibson*
Dr. John I. Gilderbloom ‘75,’78
Catherine Glaze
Dr. Chauncey S.* and Dorris West* Goodrich
John W. Gould ‘86
Jeffrey Grange ‘96
Dr. David Gray and Professor Linda Kauffman ‘71,’78
Paul Graziano and Jo Swanda
James C.* and Liz* ‘37 Greene
Dr. John M.* ‘46 and Betty M.* ‘52 Groebli
Alan Grosenheider
Russell Guy ‘81
Norm and Jane Habermann
Daniel Haight* ‘63
Eva and Yoel Haller
Sam Handelman ‘77 and Barbara Pettersen
Tina Hansen McEnroe ‘89
Dr. Helen Greenwood Hansma
Harriman Family
Cynthia Ann Harris ‘71
Mary J. Harrison*
Gerald W.* and Ruth Broida* Harter
Annette G.* and Andrew T.* Hass, Jr.
Dr. Theodore W.* H’93 and Dorcas* Hatlen
Jeff ‘66 and Judy H’09 Henley
Jeffrey Hewitt* ‘74
Juliane M. Heyman*
Harris Howard Hicks, Jr.*
Ardis O. Higgins* H’88
Joseph O.* and Elizabeth S.* Hirschfelder
Professor Jennifer Ho ‘92
George W. Holbrook, Jr.*
Jane ‘65 and Bruce* Hopkins
Paul F. ‘91 and Sheri L. ‘89,’92 Hudak
John ‘66 and Carole* ‘66 Hugunin
R. Stephen and Gail S. Humphreys
David Hyde, PhD ‘13
Djan H. Irani ‘77
Alice H. Iverson*
Rodney G. Iwata ‘75
Susan Schwank Jamgochian* ‘63,’81
Helmar S. Janee*
Margaret D. Jefferson* ‘55
Richard* H’06 and Bonnie Jensen
Jerg B. Jergenson
Tom ‘87 and Heather ‘88 Jevens
James A. Jimenez*
Barbara and Norman Johnson
Walter* and Kristi* Johnson
Peter H’03 and Gerd Jordano
John ‘71 and Karen Jostes
Ann Parkinson Kaganoff ‘81 and Tessa Kaganoff
David Kam and Betty Chu
Kenneth Karmiole ‘68
Mitch Kauffman ‘77 and Joanne Moran
Dorcas L. Kelley ‘84
Trudi Kerkmeyer ‘60
Dr. George* ‘69,’80 and Joan* Kerns
Ken Khachigian ‘66
Jane Kievit*
Vivian King ‘87
Victoria Kline, PhD
Janet Krom*
Deborah Kruse
H. William Kuni
Mathilda Christiansen Kuehl* ‘62
Sandra Ina Lamb*
Alfred* ‘38 and Anna* Lambourne
James and Elinor Langer
Dr. Dorothy Largay H’18 and Wayne Rosing H’18
Bob Laskoff, in loving memory of Jackie Laskoff*
R. Marilyn Lee ‘69 and Harvey A. Schneider
Don ‘65 and Roberta ‘64,’66 Lenkeit
Susan and Andy Lentz
Lorin ‘68,’70 and Karen Letendre
Stephen A. Levandowski ‘69
Darin Leviloff ‘91
John Levin and Patricia Gallery
Shirley Geok-lin Lim
Jody A. Linick ‘85 and Christer Hagghult
John ‘00,’10 and Jennifer ‘01 Lofthus
Dr. Robert L.* ‘49 and Joan Lorden
Dr. Gene ‘73 and Susan* ‘73 Lucas
Bruce Lumbard* ‘70
Gayle Lynds
Caroline Street Maddock ‘61 and Thomas Maddock*
Prathibha Madigapola-Liberty ‘14,`15 and Taylor
Liberty `14
David L. Magney `85
Margaret Mallory*
Susan L. Malmgren* ‘68
Dr. Timothy ‘75 and Martha Malone
James Maloney ‘84
Francesco ‘80 and Barbara Mancia
Dr. York T. Mandra*
Jack* and Anthea Mannion
Carmen Anita Manus Trust
Ricki Vinyard Marder ‘79 and David Marder
Helene B. Marsh ‘04
Dr. James Marston ‘02
Thomas G. Massa ‘68
Susan Matsumoto and Mel Kennedy
Ronald L.* ‘58 and Carol* Mays
Nancy McCagney* ‘84,’91
David McDonald ‘85
Dr. Lorraine McDonnell and Dr. Stephen Weatherford*
Dr. J. Sears and Marni McGee
Dr. Jim McNamara ‘85 and Marilynn Phelps McNamara ‘82
Dr. Walter* H’12 and Thelma* Mead
Joseph S. Melchione* ‘70
Professor Duncan H’09 and Suzanne MA’70 Mellichamp
Steven ‘63 and Barbara Mendell
Katie Menees ‘72
Anthony* and Marian* Menk
Alexandra Meshkov ‘79,’83
Gail Meyer ‘65
Sara Miller McCune H’05
Dr. Michael and Nan Miller
Sylvia K. Miller* ‘57
Julie Ann Mock ‘75 and Kent M. Vining ‘70
Dr. Alfred Kummer Moir*
Chester G. Moore, III, ‘64 and Elaine J. Moore
William R. Moran*
Dennis* and Soledad* Morelos
Margaret Becker Morez
Joan F. Mortell*
Melvyn L. ‘63,’65 and Edwina L. Mortensen
Margaret C. Mosher* H’92, The Samuel B. and Margaret C. Mosher Foundation
Jonathan E. Mudge* ‘85
Nori Muster ‘78
Anthony J. Musto*
Heidi S. Muther ‘89
In Loving Memory of Al and Marjorie Nasser
Frank Natale*
Catherine and Gerald ‘73,’78 Nichols
Nancy M. Nielsen
Mrs. Arnold Nordsieck*
Dr. Jon A. Norman* ‘70,’72
Jens Nyholm*
Dr. Efrem Ostrow*
Stephen D. ‘77 and Louise A. ‘77 Pahl
Kim and Dean ‘67,’75 Pananides
Dr. Thomas L. Payne ‘65 and Alice Lewis Payne ‘65
Elizabeth Dickie Pellett* ‘47
Philip ‘69 and Jean ‘69 Pennypacker
A. James Peterson* ‘80
Lois Phillips ‘86 and L. Dennis Thompson
Christopher Pilafian
Dr. Laurence Pilgeram*
Dr. Joseph* H’10 and Helene* Pollock
David Wayne Posley, Jr. ‘11
Dr. George B. Primbs* ‘51
James ‘71 and Laura ‘71 Putnam
Lisa A. Reich
Kelly Reid
Donna J. Reiner, PhD ‘67
Remember When Trust
John Rethorst ‘70
Dr. Ann* and Myron* Rice
George W.* and Edith* Rickey
Dr. Frank W.D. Ries*
Carla Van Hoven Riley ‘96 and Christopher Riley
Darcy Ruth Ritzau ‘92
David and Rosalind Rock
Carla S. Roddy ‘69
Ann Austin Tavis Romano* ‘68
Kenneth Rose ‘85
Charles R. Ross*
Ronald ‘66 and Erica Rubenstein
Gil Sanchez, FAIA (E)
Bernard and Lori Sandler
Dr. Robert A.* ‘40 and Dee* Scalapino
Robert ‘73 and Pamela Brown ‘74 Schachter
Dr. Richard* and Giovanna* Schamberg
Harvey B.* ‘47 and Hope M.* Schechter
Dr. Thomas J. Scheff* and Dr. Suzanne M. Retzinger ‘82,’88
Jeffrey ‘65,’67 and Linda ‘65 Schlageter
Douglas Schmidt ‘60
Richard J.* ‘72 and Judith A. Schnibbe
Harold* ‘32 and Hester* Schoen
June H. Schuerch*
Catherine Schumann*
Fred Schwarzenbach ‘79
Dr. Alexander* and Sally* Sesonske
Veena Sharma ‘74
Harriet and Henry* Sharp
Dr. Harvey L. Sharrer*
David L.’62 and Candace A.’67 Short
Arthur Silver*
Dr. Vera Skubic*
Connie Smith*
Dorene Soe
Dr. Jenni Sorkin and Cheri Owen
Dr. Norman Spears*
Margaret Specht*
Phillip L. Spector ‘72
Dean W.* ‘51 and Barbara F.* ‘55 Spooner
Judith Cosdon Stapelmann ‘63,’65 and Jack Stapelmann*
Katie Stivers ‘83
Dr. James Stretch ‘78,’84 and Dr. Sybil Carrère ‘78
Tom and Heather Sturgess
Mary Jo Swalley
Ursula S. Szeles ‘10
David ‘98 and Mehgan ‘04 Tanner
Cheri ‘60 and Gene Thomas
Dr. Jennifer Thorsch ‘76,’81 and Charles Kaska ‘73
Jean K. Tinsley* ‘49
Samuel Tokuyama ‘69
Catherine Tonne ‘81 and David Ohst
Don Tosti*
Michael Towbes* H’11
Renee Trenholm* and Susan Romero
Faye M. Ullom* ‘47
Dr. James P. Vanyo*
Frank* ‘64 and Frances* Velek
John* and Carolyn H.* ‘37 Wack
Burl Wagenheim ‘93,’97
Dustin R. Walker, PhD ‘18 and Vanessa Naranjo Walker ‘09
Shirley F. Watkins*
Stephen ‘71 and Cyndi Weeks
L. Weinstein
Claudia D. Weitlanner*
Howard ‘82 and Lisa ‘82 Wenger
Hilda* and Adrian* Wenner
R. Timothy ‘69 and Mary Webber Weston
Dennis M. Whelan ‘79
Phil ‘84 and Ann White
Robert F. Whitlow* ‘71
Kimbra L. Whittier ‘87
Drs. Gary* ‘69,’72 and Susan ‘70,’72,’75 Wilcox
June* ‘59 and Knox* Williams
Lowell ‘69 and Marsha Williams
Zoe Williams-Lambacher* `76
Dick ‘66 and Cece Wimbish
Dr. Samuel* and Frances* Wofsy
Ditte Wolff
Ada M. Wood*
Susan Worster ‘70 and Bruce Worster, PhD ‘71
Dawn J. Wright, PhD ‘94
Dr. Joji Yoshimura ‘74 and Michael Kronstadt
Tim ‘70,’75 and Laureen ‘72 Yoshino
Joe* and Patricia Yzurdiaga
Sherman Zelinsky*
Janice* and John* Zoeger
Drs. Leslie ‘64,’79 and Ernie ‘66,’72,’89 Zomalt
Carl B. Zytowski*
*Deceased
H = Honorary Alumni
Every effort has been made to provide a complete and accurate listing of donors. We apologize for any omissions or errors that may have occurred. Please contact the Office of Donor Relations and Stewardship at 805.893.8244 with corrections.
Giving Options
The donors profiled in these pages used a variety of planned giving options to create their legacies with UC Santa Barbara. Advantages include significant tax benefits, additional lifetime income and, most importantly, the ability to make a difference for generations of UC Santa Barbara students. Interested in exploring? Below are descriptions of some of the planned giving opportunities available:
Bequests: Name the UC Santa Barbara Foundation as a beneficiary in your will or living trust. We can provide you with the appropriate bequest language so you may direct your gift to the program or project that best fits your passion.
IRA/Life Insurance: Name the UC Santa Barbara Foundation and the program of your choice as a beneficiary of all or a portion of your retirement plan or life insurance policy.
Charitable Gift Annuity: This option is a contract between you and the UC Regents on behalf of UC Santa Barbara. In exchange for your irrevocable gift of cash or appreciated assets, you can receive a guaranteed, lifetime income in monthly or quarterly installments based on your age. We would be happy to provide you with additional information and a sample proposal upon your request.
Charitable Remainder Trust: Transfer cash or appreciated property to the trust and receive significant tax benefits and annual income. Payments may be fixed or variable, and the trust must be funded with a minimum of $250,000. Upon the termination of the trust, the assets are transferred to the UC Santa Barbara Foundation and the program or project of your choice.
Real Estate: Gifts of real estate are often some of the most creative and beneficial planned gifts. Real estate may be used to fund the life income vehicles described above or a Retained Life Estate.
To learn more about these giving options, please visit plannedgiving.ucsb.edu.
If you wish to discuss planned or deferred giving options at UC Santa Barbara, or have questions about how your gift can support a program close to your heart, please contact Ilana Ormond, Senior Director of Planned Giving. 805.893.5556 · ilana.ormond@ucsb.edu
