Northern Santa Barbara County United Way Home

 

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     Northern Santa Barbara County
1660 South Broadway Suite 201   P. O. Box 947 Santa Maria, CA 93456     805 922-0329     

Serving Cuyama Valley, Santa Maria, Orcutt, Guadalupe, Vandenberg AFB,
 Lompoc Valley, Los Alamos, Solvang, Santa Ynez, Buellton, Los Olivos, and Ballard

 





 

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Following a major disaster, most relief organizations and emergency responder agencies are extremely busy, even if they are outside the affected area. Organizations can become overwhelmed with too many volunteers. The best time to sign-up to volunteer is during a non-disaster time. This allows you to train with a disaster relief organization to be ready when the next emergency strikes...Details

About Planned Giving  

Welcome to the United Way Planned Giving

Thank you for your interest in the United Way. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the United Way who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Are you 70 1/2 or older?  Now you can make tax-free contributions from your IRA!

Congress just passed legislation that allows you to make tax-free contributions to United Way from your IRA.  To benefit you must be at least 70 1/2 and it applies only to IRA's.  The law is limited to $100,000 in 2006 and $100,000 in 2007.  To receive a complementary brochure outlining the benefits please email:  plannedgiving@unitedway.org and request the "IRA Giving Brochure."


Benefits For Family and the United Way

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


 

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.


 
Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.


 
Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes.
More on Sale and Unitrust >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


   
Professional Advisors

We also 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 also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact your local United Way. To find your local office click here.

If you are a professional advisor, you may take the following steps on this site.
 
 
 
 
 
   

Agency Letter of Intent - PDF