Outright Gifts

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

  • Cash
  • 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.


 



Questions ?

Our Philanthropic Services team can help you choose the best charitable tool to meet your philanthropic goals. Call (805) 963-1873 or use this contact form so we may discuss your options.

Santa Barbara Foundation | 1111 Chapala Street, Suite 200, Santa Barbara, CA 93101
(805) 963-1873 | info@sbfoundation.org