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Estate Planning Tools Planned Giving E-newsletter Heritage Club About Us GIVING - MOVING FORWARD What Planned Giving Can Do
IRA BENEFICIARY GIFTS
IRA Beneficiary Designation gifts are simple, tax-smart and flexible. Consider funding legacy gifts with your traditional IRA, which is a taxable asset except when gifted to charity, while leaving other non-taxable assets to heirs.
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Get Your Estate Planning Ducks in a Row
Request our FREE Estate Planning Workbook to help you get started!
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Our Story
United Way of Santa Barbara County received the Mission Video of the Year Award from Crescendo Interactive. Watch the video now and take 2-minutes to smile about the work you make possible.
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IRAS & DAFS CAN BE PART OF YOUR SMART CHARITABLE GIVING DURING RETIREMENT
An existing Donor Advised Fund (DAF) or IRA can help you create tax-wise gifts now and in the future.
January 2021 UPDATE:
The CARES Act holiday for RMDs from IRAs was NOT extended into 2021.

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ABOUT BEQUESTS
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support United Way of Santa Barbara County.
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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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