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

Remembering an organization in your estate plans is often referred to as "planned giving". A planned gift allows you to create a lasting legacy while planning for your future and that of your loved ones. Planned gifts can create hope for a better world, a hope that can extend for generations to come.

Do you envision making gifts to loved ones as well as to organizations closest to your heart as part of your estate plans? You can achieve both goals by creating a planned giving design that both supports your loved ones and leaves a lasting legacy in the community through strategic charitable gifts.

By reviewing various options with your financial advisor, you can choose a gift that best meets your immediate and future financial needs and those of your loved ones.

A planned gift to United Way of Santa Barbara County allows you to create a powerful philanthropic legacy for generations to come in one or more of these areas:

  • Improving school readiness and academic achievement
  • Financial empowerment
  • Local crisis response and recovery

Please consider including United Way in your estate plans and create hope for brighter futures.

Planned Gifts Do Two More Things - Lower Taxes & Provide Income

Planned gifts not only leave a legacy, they can lower taxes for you and/or your heirs and/or they can provide income for you and/or your heirs.

Some planned giving options include:

  • Retirement Accounts including IRAs
  • Life Insurance
  • Wills & Trusts (bequest)
  • Stock - using appreciated stock to fund a planned gift
  • Life Estate (valuable property you use during lifetime with arrangements to give to charity upon death)
  • Charitable Gift Annuity (CGA) (income producing)
  • Charitable Remainder Trust (CRT) (income producing)
  • Charitable Lead Trust (CLT)
  • Donor Advised Fund (DAF)

We encourage you to work with your financial advisor to determine which assets to give, the best time to give them, and the type of gift arrangement to make, or to contact Shanna Wasson Taylor, Gift Planning Services Officer at United Way of Santa Barbara County to help arrange a consultation with an attorney or financial advisor to help answer your questions about how to best make a planned gift to United Way of Santa Barbara County.