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Welcome to the Cancer Center Of Santa Barbara
Planned Giving



Matthew Neal
Associate Development Director
Thank you for your interest in Cancer Center of Santa Barbara. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the Cancer Center who now are benefiting from life income gifts, gift annuities and other plans. I would be very pleased to help you. Simply click here to email me at your convenience, or give us a call at 805-898-3620 where one of our Development Staff Members will be ready to assist you.


Benefits for Family and Cancer Center Of Santa Barbara

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Bequests
Joe and Anna have been faithful supporters of Cancer Center of Santa Barbara. They believe it is important to support and encourage their mission. More on Bequests >>.


Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.


Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>.


Capital Gains Tax Bypassed
Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. More on Capital Gains Tax Bypassed >>.


Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.


Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact mattn@ccsb.org.

If you are a professional advisor, you may take the following steps on this site.


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