Charitable Giving Vehicles

Charitable Giving Vehicles

Donor Advised Funds
This easy-to-manage fund allows you to give to causes you care about, at your own pace.
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  • Donor Designated Funds
    • Donor Designated Funds
    Give to the organizations you care about most.
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  • Field of Interest Funds
    • Field of Interest Funds
    You chose the area or issue you wish to support, we find an effective team to deliver results.
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  • Bequests
    • Bequests
    You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.
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  • IRA Rollover
    IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Charitable Gift Annuities
    Charitable Gift Annuities
    Make a gift to the Santa Barbara Foundation that can provide you with a secure source of fixed payments for life.
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  • Charitable Remainder Trusts
    Charitable Remainder Trusts
    You transfer cash or appreciated property to fund a charitable remainder trust. The trust sells your property tax-free and provides you with income for life or a term of years.
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  • Charitable Lead Trusts
    Charitable Lead Trusts
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Beneficiary Designation Gifts
    Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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  • Sale and Unitrust
    Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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