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Gift Options


There are a variety of ways to provide a legacy gift to the
Women's Fund Endowment. 

Will or Living Trust

Designate the Women’s Fund as a beneficiary in your will or living trust stating that a certain dollar amount, a specific percentage, or the residue of your estate will go to the Women’s Fund at your death. This can be accomplished in the writing of your initial estate plan or the updating of a plan already in effect. 

I give, devise, and bequeath to the Women’s Fund of Santa Barbara, 133 East De La Guerra Street #15 in Santa Barbara, California 93101, a gift of ($_________ or ________% of my estate), to be used for its general purposes.”  Federal Tax Identification #:  82-5169678


Retirement Plan or Life Insurance

Designate the Women’s Fund as a beneficiary of your qualified retirement plan or life insurance policy. The asset can be transferred tax-free when you name the Women’s Fund as a full or partial beneficiary on the beneficiary forms provided to you by the custodian of your assets.


Charitable Remainder Trusts

Charitable Remainder Trusts allow you to make a significant future gift to the Women’s Fund, while providing an income for yourself or loved ones. After transferring cash, securities, or other assets to a trust, which invests the assets, you or individuals you name receive income from the trust for life or for a set term of years. When the trust terminates, the Women’s Fund receives the remainder. 

To determine what works best for you, consult your financial advisor, attorney, or accountant.  

If you’ve already included the Women’s Fund in your estate plans, please let us know.

We'd like to thank you for your generous commitment and recognize your Legacy Society membership.

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