Transfer cash or other assets to the Santa Barbara Foundation now and receive an immediate tax advantage. Follow the steps below to begin making your philanthropic dreams a reality.
1. CONTRIBUTE ASSETS
- Accepted Asset Types
- Real estate
- Marketable securities, such as stocks, bonds, and mutual funds
- Personal property and closely held assets
2. CHOOSE YOUR FUND TYPE
- Self Managed
- Stay involved in the grantmaking process. Your assets are placed in a fund that matches how you want grants to be made.
- Foundation Managed
- Let the foundation make the grantmaking decisions for you.