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Estate Planning Tools Planned Giving E-newsletter Heritage Club About Us GIVING - MOVING FORWARD What Planned Giving Can Do

Everyone Can Make a Planned Gift

A planned gift is a special way to give later and help your community for years to come. You don't need to be wealthy, but you do need to make a plan.

Ready to Learn More?

Click any box above to see how simple it is. Or reach out directly to our Gift Planning Services Officer, Shanna Wasson Taylor, who's happy to help you get started:

Contact Shanna Wasson Taylor
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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Will & Trust Short Video Library
Plan confidently for your family, loved ones and the causes you care about most. Whether you're just getting started or reviewing an existing plan, these brief videos will walk you through the essentials.
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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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DAFS CAN BE PART OF YOUR SMART CHARITABLE GIVING DURING RETIREMENT
An existing Donor Advised Fund (DAF) can help you create tax-wise gifts now and in the future.‎
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