Planned Giving

Thank you for your interest in the Santa Barbara Foundation. Since 1928, our donor friends have given $300 million dollars to enhance the beauty, safety and livability of Santa Barbara County. From protecting our natural environment, to enhancing the arts or supporting senior and children, the generosity of our donors reaches from Carpinteria to Santa Maria and all points in between.

Are you considering leaving a legacy gift that will benefit both your loved ones and the causes you care most about? We would be honored to work with you and your professional advisors to help you reach your philanthropic goals.

What to Give Find out what types of assets make the best planned gifts. Learn about gifts of cash, securities and property.
Washington News - Tax Refund Scam Calls Down 90%
Tax Refund Scam Calls Down 90%
The Treasury Inspector General for Tax Administration (TIGTA) reported good news on the federal government's efforts to combat tax fraud. On October 27, the US published indictments for more than 50...
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Personal Planner - Bequests to Your Favorite Charity
Bequests to Your Favorite Charity
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity. A bequest to a charity should include the full legal...
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Professional Advisor We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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Santa Barbara Foundation | 1111 Chapala Street, Suite 200, Santa Barbara, CA 93101
(805) 963-1873 | info@sbfoundation.org

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