How to Give

Giving to United Way of Santa Barbara County can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

• Bequest (Gifts in Will or Trust or Beneficiary Designations)
  Bequest (Gifts in Will or Trust or Beneficiary Designations)
  You designate United Way of Santa Barbara County as the beneficiary of your asset by will, trust or beneficiary designation form.
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• Beneficiary Designation Gifts
  Beneficiary Designation Gifts
  You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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• Charitable Gift Annuity (CGA)
  Charitable Gift Annuity (CGA)
  You transfer your cash or appreciated property to United Way of Santa Barbara County in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life. Nonprofits offering this popular planned giving option must be licensed by The State of California?s Department of Insurance. We are among a small percentage of charities offering CGAs.
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• Charitable Remainder Unitrust
  Charitable Remainder Unitrust
  You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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• Charitable Remainder Annuity Trust
  Charitable Remainder Annuity Trust
  You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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• Donor Advised Funds Distributions
  Donor Advised Funds Distributions
  Through your existing DAF you make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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• Blended Gifts
  Blended Gifts
  There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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• Charitable Lead Trust
  Charitable Lead Trust
  You fund a trust that makes gifts to United Way of Santa Barbara County for a number of years. Your family receives the trust remainder at substantial tax savings.
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• Sale and Unitrust
  Sale and Unitrust
  You give a portion of your property to United Way of Santa Barbara County to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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• Bargain Sale
  Bargain Sale
  United Way of Santa Barbara County purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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• Give it Twice Trust
  Give it Twice Trust
  You provide your children with a stream of income while making a gift to United Way of Santa Barbara County.
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• Life Estate Reserved
  Life Estate Reserved
  You give your property to United Way of Santa Barbara County but retain the right to use the property during your life.
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• Pooled Income Fund
  Pooled Income Fund
  A pooled income fund is a special charitable fund. You can make a gift to our pooled income fund and receive tax and income benefits in return.
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• Rollover Your IRA for Good
  Rollover Your IRA for Good
  Did you know, that if you are 70½ or older, you can make charitable gifts directly from your tax burden?
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