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Search DAF organization:
| Visit DAF Website
Selecting this option will show the website address and telephone number of the DAF organization in the next section.
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| Mail a DAF Gift Letter
Selecting this option will provide input fields to collect information to create a personalized DAF letter for mailing in the next section
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Notify us of your DAF gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your DAF gift.
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| Thank you for considering a DAF gift to us. Click on the website link to your DAF provider. It will take you to a third party website. You may be able to log in and recommend a grant to United Way of Santa Barbara County. Another option is to call your DAF provider to recommend a DAF gift. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||||
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Notify us of your DAF gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your DAF gift.
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| Thank you for considering a DAF gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | |||||
Many people have Donor Advised Funds (DAF)s which allow them to donate assets for charity today – and receive a tax deduction now – even though the actual funds are not granted by the donor to the final charity until some point in the future. DAFs can be used to make current gifts and future gifts.
If you have a Donor Advised Fund (DAF) with Fidelity, Schwab or BNY Mellon, you can now make a CURRENT gift to United Way of Santa Barbara County through the United Way of Santa Barbara County Giving Webpage https://www.unitedwaysb.org/give. If your DAF is elsewhere, and you would like information on making a gift to United Way from your DAF, please contact us.
You can also use your DAF to support gifts in the future. With your DAF donor intent statement, you can ensure your continued support for your community and for United Way now and in the future.
Bequests - Through the Legacy Giving or Endowed Giving option, DAF bequest distributions can be designated to continue after your passing, thus allowing you to "endow" your annual gift. Contact your DAF administrator to see if you qualify for this option.
Life Insurance premium payments - If you have gifted a life insurance policy to United Way of Santa Barbara County, you can receive additional tax deductions by making recurring annual gifts through your DAF so we can pay the premiums.
If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.
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