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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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You are at: Planned Giving > Gift Options > How to Give

How to Give

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)
    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
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  • IRA to Gift Annuity Rollover - CURRENTLY NOT OFFERING 5/25/2023
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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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