Give to the Santa Barbara Foundation

Community Engagement Fund

The Santa Barbara Foundation cultivates leadership, promotes innovation, and fosters collaboration throughout Santa Barbara County. Gifts to the Community Engagement Fund are unrestricted and strategically leveraged for positive impact in communities across our county. We invite you to engage with us by donating a gift, large or small.

*Individuals contributing $1,000 or greater annually to the Community Engagement Fund will be recognized as Community Champions.

Unrestricted gifts allow the Santa Barbara Foundation the flexibility to respond to the most pressing needs of our communities. If you would like to give a restricted gift, please select from the links to the Santa Barbara Foundation Strategic Priorities Fund, Santa Barbara County Community Disaster Relief Fund, or a Fiscally Sponsored Organization supported by the Santa Barbara Foundation.

Ways to Give

Mail a check made out to Santa Barbara Foundation to:

Santa Barbara Foundation
1111 Chapala St Ste 200
Santa Barbara, CA 93101

SBF Fundholders, to make a gift from your donor advised fund please click here to access your donor portal account or fill out and return this form to Jessica Sanchez at jsanchez@sbfoundation.org.

Fidelity Charitable, Schwab Charitable, and BNY Mellon Fundholders: Please click here to give from your donor advised fund.

You can also give through donor advised funds held elsewhere. Contact your fund manager for instructions on how to give to the Santa Barbara Foundation.

Please include the following information to complete a wire transfer to Montecito Bank & Trust for the Santa Barbara Foundation. Please notify Jessica Sanchez, Director of Donor Relations, when a wire in or ACH is initiated. jsanchez@sbfoundation.org (805) 880-9366.

To: Montecito Bank & Trust
1000 State Street
Santa Barbara, CA 93101

Routing ABA#: 122234783
Account Name: Santa Barbara Foundation
Account #: 192087651

If you are 70½ or older, you can use your individual retirement account (IRA) to make a gift to the Santa Barbara Foundation. IRA charitable rollover gifts will lower the income and taxes from your IRA-required minimum distributions. Charitable Rollover Gifts allow you to:

  • Avoid taxes on transfers of up to $100,000 from your IRA
  • Satisfy some or all of your required minimum distribution for the year
  • Reduce your taxable income, even if you do not itemize deductions
  • Make a gift that is not subject to the deduction limits on charitable gifts

Attention Donor Advised Fundholders: Federal law does not allow DAFs to accept Qualified Charitable Distributions (QCD) from IRAs. However, QCD gifts made as unrestricted gifts to the Santa Barbara Foundation do qualify.

Below is our preferred brokerage account information. If you prefer another brokerage, please let us know so we may provide you with the proper account details.

Wells Fargo Advisors
3660 State Street
Santa Barbara, CA 93105
Attention: Richard Pakes, Senior Vice President- Investment Officer
Phone: 805-730-5031
Richard.pakes@wellsfargoadvisors.com
SBF Acct. # 6839 6859
DTC # 0141

Please contact Jessica Sanchez at jsanchez@sbfoundation.org to let us know the purpose, exact number of shares being transferred and name of each security. This will allow us to expedite processing of your gift and ensure proper crediting.