Planned Giving

Thank you for your interest in the Santa Barbara Foundation. Since 1928, our donor friends have given $300 million dollars to enhance the beauty, safety and livability of Santa Barbara County. From protecting our natural environment, to enhancing the arts or supporting senior and children, the generosity of our donors reaches from Carpinteria to Santa Maria and all points in between.

Are you considering leaving a legacy gift that will benefit both your loved ones and the causes you care most about? We would be honored to work with you and your professional advisors to help you reach your philanthropic goals.

What to Give Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Washington News - IRS Will Pay Tax Refunds During Shutdown
IRS Will Pay Tax Refunds During Shutdown
In IR-2019-1, the Service stated it would open the tax-filing season on January 28, 2019. With the continuing government shutdown, many CPAs and tax preparers were concerned that the IRS might delay...
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Personal Planner - Trusts for Creative Spenders
Trusts for Creative Spenders
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts...
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Professional Advisor We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Santa Barbara Foundation | 1111 Chapala Street, Suite 200, Santa Barbara, CA 93101
(805) 963-1873 | info@sbfoundation.org

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