About Planned Giving

Providing for the Future
With a planned gift to the Santa Barbara Foundation, you can combine your desire to give to charity with your overall financial, tax, and estate planning goals. Your planned gift gives you a special connection with the Foundation and the community at large. You will help those touched by need—for now and for years to come.

Santa Barbara Foundation staff is here to help you:

  • Provide gift plans that benefit you and your family
  • Bring immediate and deferred tax advantages to both you and your heirs
  • Have a meaningful impact on SBF and our goals and interests
If you have a financial advisor, we encourage you to work with them to determine which assets to give, the best time to give them, and the type of gift arrangement that is most beneficial.

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Join the Legacy Society
The Santa Barbara Foundation established the Legacy Society as a way to thank the valued donors who have made a gift for the future through planned and estate gifts.

Making a Difference

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A Great First Step

Join the Associates
For a yearly contribution of $35 or more, you can join a group of people who help the Foundation carry out its mission

Planned Giving