PLANNED GIVING

Gifting made easy

Including Unity Shoppe in your Will or Living Trust is a meaningful way to provide lasting nourishment and stability for local families. Your planned gift helps ensure that our community continues to have access to nutritious food and essential resources for years to come, while also caring for the financial security of your loved ones.

Making a gift through your Will or Living Trust is simple and flexible. With the guidance of your attorney, you can add a provision or amendment when creating or updating your estate plans. Many donors choose this option because it’s easy to arrange, adaptable to life changes, and allows you to leave a legacy that reflects your values and compassion for others.

Gifts That Cost Nothing Today

Appreciated Stock Giving

Giving a gift of appreciated stock is a simple and impactful way to support Unity Shoppe while reducing your tax burden. Gifts of stock that have increased in value can be donated directly, allowing you to avoid capital gains taxes and make a meaningful contribution to our mission. Simply download the stock transfer form, contact your broker, and they’ll handle the rest.

Download the Stock Transfer Form.

Fill out this Planned Giving Letter of Intent Form to get started today.

Legacy Gifts Made Easy

Did you know there are many ways to grow your legacy without writing a check today? By designating Unity Shoppe as a beneficiary on your retirement accounts, life insurance policies, savings bonds, certificates of deposit, or mutual funds, you can create lasting impact while maintaining full control of your assets during your lifetime. 

Fill out this Planned Giving Letter of Intent Form to get started today.

Retirement Savings Plans

Retirement accounts are often among your most heavily taxed assets. By naming Unity Shoppe as a beneficiary of your retirement plan, you can reduce income and potential estate taxes while ensuring that your legacy continues to help local families for generations to come. 

Ask your plan administrator for a beneficiary designation form and include:
Unity Shoppe
1209 State Street
Santa Barbara, CA 93101
Tax ID: 77-0391064 

Fill out this Planned Giving Letter of Intent Form to get started today.

Life Insurance Policies

Life insurance policies that no longer serve their original purpose can become powerful gifts. By naming Unity Shoppe as a full, partial, or contingent beneficiary, or by signing over a fully paid policy, you can help sustain programs that provide groceries, clothing, and dignity to those in need, while also receiving potential tax benefits.

Fill out this Planned Giving Letter of Intent Form to get started today.

Gifts of Savings Bonds, CDs, and Other Accounts

Savings bonds, CDs, and other bank or brokerage accounts can also become legacy gifts. Name Unity Shoppe as a pay-on-death (POD) or transfer-on-death (TOD) beneficiary. These gifts transfer directly to Unity Shoppe, avoiding probate and allowing your generosity to go straight to work helping local families. 

Fill out this Planned Giving Letter of Intent Form to get started today.

Together, We Build a Legacy

Together, we can ensure your legacy continues to build Dignity, Respect, and Choice in our community. 

Unity Shoppe
1209 State Street
Santa Barbara, CA 93101
Tax ID: 77-0391064 

Fill out this Planned Giving Letter of Intent Form to get started today.