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|IRA web page|
Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include United Way of Santa Barbara County as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
|Your Address (Street or P.O. Box)|
|Notify us of your IRA gift|
|Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.|
A beneficiary designation gift is a simple and affordable way to make a gift to support United Way of Santa Barbara County. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
IRA Beneficiary Designation Gifts are Simple, Tax-Smart & Affordable. If you are interested in making a planned gift to United Way, but are also concerned about your current and future needs, know that IRA beneficiary designation gifts are simple, tax-smart and flexible. Talk to your financial advisor about funding legacy gifts with your traditional IRA, which is a taxable asset except when gifted to charity, while leaving other non-taxable assets to heirs.
Your IRA company will not be influenced by what your will or trust says, what your spouse or kids say, or what your trustee says. The most recent IRA beneficiary designation form signed and submitted determines who will inherit your IRA, so it is very important to make sure this designation is up-to-date.
Even after you complete the beneficiary designation form, you can take distributions from your IRA. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.
Most beneficiary designation forms are very flexible. You can name United Way of Santa Barbara County (UWSBC) as a "full" or "partial" beneficiary of your IRA. You can also name UWSBC as a "primary" or "contingent" beneficiary. Please make sure your IRA designation is current and consider a legacy gift to United Way through your IRA.
If you need help getting directions on naming beneficiaries from your IRA company or we can help in any other way, please contact us.
If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.
If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift. Your gift may qualify you to become a member of our Heritage Club.
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