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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 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.
| Personal Planner | Integrity and Initiative
 Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ... |
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.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and 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.
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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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