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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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What Can Planned Gifts Do?


Your thoughtful decisions today can create hope for children like Aranza.

Aranza first became part of the United Way of Santa Barbara County family shortly after arriving in Santa Barbara from Mexico. She started the United Way Fun in the Sun summer learning and enrichment program speaking only Spanish. She attended every day with a positive attitude and an eagerness to learn.

The following school year, Aranza thrived at the United Way United Learning Center, where she discovered the foundations and phonics of the English language. Tutors trained in the Orton-Gillingham methods of literacy instruction, assessed Aranza's skills and knowledge, and created a customized plan just for Aranza.

Aranza returned to Fun in the Sun the following summer. She thrived in the environment and her languages skills developed exponentially. By summer's end, Aranza could read and write fluently in English, having first joined the program 14 months before with no English at all.

Aranza is excited about 4th grade and her future. She says she wants to be a doctor when she grows up.

Photo by Jeff Shewmon

Photo by Jeff Shewmon

"Thank you very much!!! Last summer was a difficult time for Aranza, with many changes. Fun In the Sun was like a breath of fresh air, a time to feel better in her surroundings. This summer, she entered Fun In the Sun with greater confidence, with more desire to learn and make friends. As a mother, I feel very satisfied and grateful. Thank you!"

- Aranza's mom, Dulce

Planned Gifts Do Two More Things - Lower Taxes & Provide Income

Planned gifts not only leave a legacy, they can lower taxes for you and/or your heirs and/or they can provide income for you and/or your heirs.

Some planned giving options include:

We encourage you to work with your financial advisor to determine which assets to give, the best time to give them, and the type of gift arrangement to make, or to contact Shanna Wasson Taylor, Gift Planning Services Officer at United Way of Santa Barbara County to help arrange a consultation with an attorney or financial advisor to help answer your questions about how to best make a planned gift to United Way of Santa Barbara County.


Remembering an organization in your estate plans is often referred to as "planned giving". A planned gift allows you to create a lasting legacy while planning for your future and that of your loved ones. Planned gifts can create hope for a better world, a hope that can extend for generations to come .

Do you envision making gifts to loved ones as well as to United Way and other organizations closest to your heart as part of your estate plans? You can achieve both goals by creating a planned giving design that both supports your loved ones and leaves a lasting legacy in the community through strategic charitable gifts.

By reviewing various options with your financial advisor, you can choose a gift that best meets your immediate and future financial needs and those of your loved ones. Please consider including United Way in your estate plans and creating hope for brighter futures.