Create a Legacy of Compassion and Unity for Future Generations
Unity of Santa Barbara Spiritual Community Center is here to leave the world better than we found it.
Our ministry has inspired thousands of people over its nearly 100-year history to play a role in creating a world that works for everyone. You can join us by making a planned gift to Unity a part of your legacy.
Legacy gifts allow you to contribute to our mission beyond your lifetime. It is an opportunity to make a difference for future generations.
Options for making your gift:
Help us make a difference by pledging an estate gift and acknowledging your intention to perpetuate, for countless generations, the work of Unity of Santa Barbara.
Charitable Bequest in your Will or Trust
A charitable bequest is a gift made under the terms of a will. Because a bequest is flexible and revocable, it is the most common type of deferred gift. 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
A gift of life insurance can include leaving Unity of Santa Barbara as a designated beneficiary of an annuity or life insurance policy. 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.)
A gift of retirement plan assets can include leaving Unity of Santa Barbara as a designated beneficiary of a retirement account (IRA, 401K, 403B, 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.
Additional Options
Cash: This includes gifts of cash, checks, and wire transfers.
Current gifts of non-cash assets: A current gift of non-cash assets can include stocks and real estate.
Charitable trust: A gift can also be made through a Charitable Giving Trust.
ALL CONTRIBUTIONS ARE SECURE AND TAX-DEDUCTIBLE. YOU WILL RECEIVE A YEAR-END GIVING STATEMENT FOR YOUR RECORDS.