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Charitable Giving Vehicles
Donor Advised Funds
This easy-to-manage fund allows you to give to causes you care about, at your own pace.
Donor Designated Funds
Give to the organizations you care about most.
Field of Interest Funds
You chose the area or issue you wish to support, we find an effective team to deliver results.
You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.
Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
Charitable Gift Annuities
Make a gift to the Santa Barbara Foundation that can provide you with a secure source of fixed payments for life.
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.
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.
Beneficiary Designation Gifts
You can designate us as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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.
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.
Give It Twice Trust
You provide your children with a stream of income while making a gift to charity.
Life Estate Reserved
You give your property to our organization but retain the right to use the property during your life.