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Donor Advised Funds

Many people have Donor Advised Fund (DAF)s which allow them to donate assets for charity today – and receive a tax deduction now – even though the actual funds are not granted by the donor to the final charity until some point in the future. DAFs can be used to make current gifts and future gifts.

GIVING NOW THROUGH YOUR DAF

If you have a Donor Advised Fund (DAF) with Fidelity, Schwab or BNY Mellon, you can now make a CURRENT gift to United Way of Santa Barbara County through the United Way of Santa Barbara County Giving Webpage https://www.unitedwaysb.org/give. If your DAF is elsewhere, and you would like information on making a gift to United Way from your DAF, please contact us.

GIVING LATER THROUGH YOUR DAF

You can also use your DAF to support gifts in the future. With your DAF donor intent statement, you can ensure your continued support for your community and for United Way now and in the future.

Bequests - Through the Legacy Giving or Endowed Giving option, DAF bequest distributions can be designated to continue after your passing, thus allowing you to "endow" your annual gift. Contact your DAF administrator to see if you qualify for this option.

Life Insurance premium payments - If you have gifted a life insurance policy to United Way of Santa Barbara County, you can receive additional tax deductions by making recurring annual gifts through your DAF so that we can pay the premiums.

QUESTIONS

If you have any questions about donor advised funds, please contact us. We would be happy to assist you and answer any questions you might have.

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