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 - California Wildfire Disaster Relief
California Wildfire Disaster Relief
In CA-2018-13, the IRS granted tax relief to three California counties devastated by wildfires. Residents of Butte, Los Angeles and Ventura counties have until April 30, 2019 to file most tax returns....
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Personal Planner - Living Trusts Versus Wills
Living Trusts Versus Wills
Jacqueline Kennedy Onassis was diagnosed with cancer in January 1994. She signed a will in the New York offices of a large law firm on March 22, 1994. She passed away just two months later on May 19...
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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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