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Will & Trust Planning Center Estate Planning Guide Planned Giving E-newsletter Heritage Club About Us

3 Smart Charitable Gifts for 2018

The New Tax Law & Charitable Giving

Whether you itemize or take the standard deduction, there are strategies you can use to receive new tax savings, other non tax benefits and continue to support United Way of Santa Barbara County.

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Our Story
Since 1923, United Way of Santa Barbara has advanced the common good by creating opportunities for better life.
Make Smart Charitable Giving Part of Your Retirement Plan
Make Smart Charitable Giving Part of Your Retirement Plan
IRA Charitable Rollovers and Beneficiary Designations can help you create tax-wise gifts without updating your existing will or trust.
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Charitable Gift Annuity
Charitable Gift Annuity
In addition to providing a legacy gift to United Way, the Charitable Gift Annuities (CGAs) create lifetime payments to the donor as well as tax saving. CGAs can provide an income tax deduction the year the gift is made. They create capital gains tax savings when funded with appreciated assets. You transfer your cash or...
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Donor Stories
Learn how others have made an impact through their acts of giving to United Way of Santa Barbara County. Explore the many benefits of a charitable gift...
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