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 End-of-Year Gift Tips
IRS End-of-Year Gift Tips
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check on www.irs.gov to know if...
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Personal Planner - Your Living Trust Choices
Your Living Trust Choices
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let's review some of the...
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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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