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

There is a Planned Gift For Everyone

A planned gift - a Gift That Comes Later - is an option for any donor who holds an organization close to their heart. Planned giving donors need not be affluent. They do need to make a plan.

Please consider joining the Heritage Club by including a percentage gift to United Way of Santa Barbara County when creating or updating your will, trust or donor advised fund, or when designating beneficiaries for your IRA or life insurance policy.

Learn more about different types of Gifts That Come Later at the links below or by contacting Gift Planning Services Officer, Shanna Wasson Taylor.

IRA BENEFICIARY GIFTS
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
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
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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