The best reason to give to Unity of Santa Barbara is because you want to be part of creating a world filled with peace, abundance, and joy. You want people from all backgrounds to know they are perfect and part of a loving network living consciously.
NEW! You now have the opportunity to join our Growing the Good giving program. This is a year-long program designed for you to support Unity of Santa Barbara, our community partners and our greater Unity community. Click here to learn more.
Legacy gifts allow you to contribute to our mission beyond your lifetime. It is an opportunity to make a difference for future generations.
Bequest in your Will or Trust
Unity of Santa Barbara can be named as a beneficiary in your will or trust in several ways: as a percentage of your estate, a specific dollar amount, real estate, artwork, specific stocks or securities, etc.
Beneficiary Designation
There are many investment vehicles and insurance products that have designated beneficiaries. Most of these products are designed to pay out the accumulated value of the policy or account to the designated beneficiaries. Unity of Santa Barbara can be named as a beneficiary on all types of insurance products, such as term or whole life policies, tax deferred or immediate annuities, etc.
Retirement Plans (IRAs, 401Ks, 403Bs, etc.)
All retirement plans fall under the category of “qualified plans.” There are some important rules that must be followed pertaining to the distribution of money from these plans. In some cases, it may be advantageous to name a charity, such as Unity of Santa Barbara, as part or whole beneficiary, in that the charity is a tax-exempt nonprofit organization.
When you underwrite a specific program/project at Unity of Santa Barbara, your contribution can only be used for that purpose. It gives you an opportunity to specialize your gift in an area that’s most dear to your heart.
