You are at: Planned Giving > Gift Options > 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.
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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
You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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MAKE CURRENT CHARITABLE GIFTS THROUGH YOUR IRA
Did you know, that if you are 70½ or older, you can make charitable gifts directly from your IRA?
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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
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
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
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
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
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
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
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
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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Charitable Gift Annuity (CGA) - CURRENTLY NOT OFFERING 5/25/2023
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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IRA to Gift Annuity Rollover - CURRENTLY NOT OFFERING 5/25/2023
You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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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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