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Estate Planning Tools Planned Giving E-newsletter Heritage Club About Us GIVING - MOVING FORWARD What Planned Giving Can Do

Monday June 23, 2025

For Advisors

United Way Planned Giving Committee Succession Plan 2025-2026

United Way of Santa Barbara County will add new Planned Giving Committee members in 2025 and 2026 as part of a succession plan. Planned Giving Committee members are a team of technical advisors to the Gift Planning Services Officer, contributing knowledge and experience in each of their fields.

The Planned Giving Committee was established in 1982. Collectively, the committee has substantial experience and possesses specialties in financial and estate planning, estate planning law, tax planning, elder law, life insurance and charitable gift planning.

Learn more about Planned Giving Committee members here: https://www.unitedwaysbgift.org/?pageID=1006

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