Community Disaster Relief Fund

Mail a check made out to Santa Barbara Foundation to:

Santa Barbara Foundation
1111 Chapala St Ste 200
Santa Barbara, CA 93101

Please note Community Disaster Relief Fund on the memo line of your check, or on an accompanying note.

SBF Fundholders, to make a gift from your donor advised fund please click here to access your donor portal account or fill out and return this form to Jessica Sanchez at jsanchez@sbfoundation.org.”

Fidelity Charitable, Schwab Charitable, and BNY Mellon Fundholders: Please click here to give from your donor advised fund.

You can also give through donor advised funds held elsewhere. Contact your fund manager for instructions on how to give to the Santa Barbara Foundation and indicate Community Disaster Relief Fund in the designation.

Please include the following information to complete a wire transfer to Montecito Bank & Trust for the Santa Barbara Foundation. Please notify Jessica Sanchez at jsanchez@sbfoundation.org or (805) 880-9366 when a wire in or ACH is initiated.

To: Montecito Bank & Trust
1000 State Street
Santa Barbara, CA 93101

Routing ABA#: 122234783
Account Name: Santa Barbara Foundation
Account #: 192087651

If you are 70½ or older, you can use your individual retirement account (IRA) to make a gift to benefit the Community Disaster Relief Fund. IRA charitable rollover gifts will lower the income and taxes from your IRA-required minimum distributions. Charitable Rollover Gifts allow you to:

• Avoid taxes on transfers of up to $100,000 from your IRA
• Satisfy some or all of your required minimum distribution for the year
• Reduce your taxable income, even if you do not itemize deductions
• Make a gift that is not subject to the deduction limits on charitable gifts

Attention Donor Advised Fundholders: Federal law does not allow DAFs to accept Qualified Charitable Distributions (QCD) from IRAs. However, QCD gifts made as unrestricted gifts to the Santa Barbara Foundation do qualify.

Below is our preferred brokerage account information. If you prefer another brokerage, please let us know so we may provide you with the proper account details.

Wells Fargo Advisors
3660 State Street
Santa Barbara, CA 93105

Attention: Richard Pakes, Senior Vice President- Investment Officer
Phone: 805-730-5031
Richard.pakes@wellsfargoadvisors.com

SBF Acct. # 6839 6859
DTC # 0141

Please contact Jessica Sanchez at jsanchez@sbfoundation.org  to let us know the purpose, exact number of shares being transferred and name of each security. This will allow us to expedite processing of your gift and ensure proper crediting.