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. Or consider a charitable gift annuity, a gift made to United Way today that also provides a secure source of fixed payments for life.
Learn more about different types of Gifts That Come Later at the links below or by contacting Gift Planning Services Officer, Shanna Wasson Taylor.