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300 Hot Springs Rd
Montecito, CA, 93108
United States

(805) 969-8011

Casa Dorinda offers independence without worry, healthcare without hassle, and a lifestyle tailored to you.  From fine dining to private medical services, our all-inclusive approach to retirement living will leave you thinking: Life is good, but retirement is even better.

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Sequoia Society home

How to Give to Casa Dorinda

The Sequoia Society honors, recognizes, and celebrates members of our generous donor family who have included Casa in their estate plans. Over the years, Casa Dorinda has been fortunate to receive a number of estate gifts that have furthered our mission, strengthened our community, and supported our staff.

Our Mission

Casa Dorinda’s philanthropic mission is to enhance the lives of residents, improve our campus, bolster our financial strength, and support our employees. Casa Dorinda is committed to ensuring our Life Care program operates with a commitment to excellence throughout all levels of service and care. We strive to enhance the quality of life of all Casa family members so they continue to live their lives with dignity, security, and as independently and fully as possible.

YOUR LEGACY, YOUR IMPACT

By joining the Sequoia Society, you have the opportunity to support the fund(s) most meaningful to you:

  • Community Enhancement

  • Employee Support

  • Endowment

  • Resident Benevolent Care

  • Unrestricted Gift

Detailed descriptions of each fund can be found by clicking here

MEMBERSHIP BENEFITS

  • Attendance and recognition at the Annual Sequoia Society Dinner & other Special Events

  • Recognition on the publicly displayed Sequoia Society Plaque

  • Participation in the Sequoia Society Tree Celebration on campus

  • Recognition in Casa Dorinda’s Philanthropy Impact Report

  • Satisfaction of knowing your legacy lives on, and will benefit Casa Dorinda, residents and staff in the future

WE INVITE YOU TO JOIN US

The Sequoia Society is our way of acknowledging your commitment to Casa’s future – today. Becoming a member is simple. Include Casa Dorinda as a beneficiary of a gift from your estate and notify us of your plan. We’ll add your name to our growing list of members in honor of your dedication to our mission. It is our promise to steward your charitable gift and carry your legacy forward as you envision it.

Please contact Lisa Thomas, Director of Philanthropy, at lthomas@casadorinda.org or call 805.969.8070 to learn more about the Sequoia Society.

WAYS TO LEAVE YOUR LEGACY

  • Bequests: A gift through your will or trust (an asset, dollar amount, percentage or remainder of your estate).

  • Life Insurance Policy: You may designate Casa as the beneficiary and/or owner of an existing policy. 

  • Life Income Gift: Charitable Remainder Trusts and Charitable Gift Annuities offer an immediate income tax deduction and lifetime income payments.

  • Retirement Plans: Name Casa as the beneficiary of your IRA or other retirement assets. These are excellent assets to give to charity because they are fully taxable if left to heirs.

Download the Sequoia Society Brochure Featuring Donor Stories Here
Click Here for Casa Dorinda Bequest Language

 
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