3313 State Street (at Las Positas)
Wealthy donors who establish donor-advised funds get immediate tax benefits but can postpone decisions about which charities receive a gift. Many nonprofits worry about the rising popularity of these funds because many donors use them to make anonymous gifts, making it difficult or impossible to build ties with the donors. To increase your chances of attracting these dollars, join the Charitable Gift Planners Santa Barbara Council and representatives to learn tips about building ties with wealth advisors who counsel donors when they create or augment advised funds. You’ll get ideas for raising awareness of your nonprofit among estate lawyers, financial planners, wealth advisors, and people at your local or regional community foundations who help donors find nonprofits to support.