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Welcome to United Way of Santa Barbara County Gift Planning Services

Thank you for your interest in United Way of Santa Barbara County. Your dedication to our mission and contributions to our endowment efforts have made a significant difference in the lives of tens of thousands of people in our community. We hope you benefit from the information you will find in this website and our future communications. Our hope is to serve you and your family with helpful information. Please join our increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans.

IRA Rollover Video Option 1

IRA Rollover Gifts

If you are over age 70½, you may rollover up to $100,000 annually from your IRA to our organization. To learn more about IRA Rollover Gifts, click the Launch button to watch a brief video.

Launch Video 1




Benefits for Family and United Way of Santa Barbara County

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with United Way of Santa Barbara County. More on Easy IRA Gift >>.


Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>.


Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Judy Goodbody, CFRE, IAR, CRTP
Gift Planning Services Officer
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact jgoodbody@unitedwaysb.org.

If you are a professional advisor, you may take the following steps on this site.







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