Endowment - Legacy Society
Does the Women's Fund have an endowment?
The Endowment was created in 2012 to support our mission and provide financial sustainability for the organization longer term. The Endowment gives members and friends a vehicle to help secure the Women's Fund by donating cash or appreciated assets, leaving a bequest in an estate plan, or honoring someone with a memorial gift.
The Women’s Fund Agency Endowment is held at the Santa Barbara Foundation and managed by professional investment managers. If you have any questions, please contact us at endowment@womensfundsb.org.
What is the Legacy Society?
The Women’s Fund Legacy Society recognizes generous donors who contribute to the Women’s Fund endowment through current donations or planned giving.
How do I become a Legacy Society member?
Joining the Legacy Society is easy. You are eligible when you:
• Make an endowment gift of $10,000 or more
• Give cumulative gifts to the endowment totaling $10,000 over time
• Make a planned gift by including the Women’s Fund in your estate plans for any amount
How do I benefit from a planned gift?
A planned gift may enable you to make a much more significant gift to your favorite organization than you thought possible. It can also create potential savings on capital gains taxes and/or estate taxes. Please contact your financial advisor, attorney, or accountant to discuss your personal situation.
What language do I use to name the Women’s Fund as a beneficiary?
Below is sample wording that might be used to designate the Women’s Fund as a beneficiary of your estate. To determine what works best for you, talk with your financial advisor, attorney, or accountant.
“I/we give to the Women’s Fund of Santa Barbara, 133 East De La Guerra Street #15 in Santa Barbara, California 93101, a nonprofit corporation (Federal Tax ID 82-5169678) the amount of $__________________or _________% of my/our estate.”
What if I have already included the Women’s Fund in my estate plans?
Thank you! We are very grateful for your support and commitment to the community. Contact us at Legacy@womensfundsb.org to let us know of your intentions and to find out more about our Women’s Fund Legacy Society.
Can I give anonymously?
Yes! Gifts to the Women’s Fund of Santa Barbara can remain anonymous. We are happy to work with you to ensure your gift is honored in the way you intend.
Can I make a Women's Fund endowment gift in honor of a friend or relative?
An endowment gift or bequest can be made in honor of someone special you would like to recognize. Please ask us for details at Endowment@womensfundsb.org
May I designate a specific use for my bequest or other endowment gift to the Women’s Fund?
All bequests and other gifts to the Women’s Fund endowment provide a source of funding to support our mission: improving the lives of women, children, and families in south Santa Barbara County. The Women’s Fund may accept a bequest or other endowment gift designated for a specific purpose, provided the gift is not overly difficult to administer. Restricted gifts that are more specific than “Endowment Fund” will require a written gift agreement specifying the nature of the restriction. Please ask us for details at Legacy@womensfundsb.org
May I speak with someone in person about a gift?
We would be happy to speak with you to answer your questions and discuss your ideas. Please contact us at Legacy@womensfundsb.org to set up a call.