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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways to leave a lasting impact on United Way of Santa Barbara County.

Charitable Bequest
Property
Donor's Family
UWSBC
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to United Way of Santa Barbara County

How a bequest works

A bequest is one of the easiest gifts to make.

WILLS AND TRUSTS - With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or United Way of Santa Barbara County as part of your estate plan. Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

BENEFICIARY DESIGNATIONS - When designating United Way of Santa Barbara County as the beneficiary of your retirement account (IRA, 401(k), 403(b), or pension), insurance policy, bank account or stocks and bonds, or you can make a bequest using a beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

Here are some of the ways to leave a bequest to United Way of Santa Barbara County

  • Include a bequest to United Way of Santa Barbara County in your will or revocable trust
  • Designate United Way of Santa Barbara County as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name United Way of Santa Barbara County as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to United Way of Santa Barbara County as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity. Your gift may qualify you to become a member of our Heritage Club.

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