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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.

About

About Casa Dorinda

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How to Give

Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

IRA Rollover

Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.

Beneficiary Designation Gifts

You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
 

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
 

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
 

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

Charitable Lead Trust

You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Sale and Unitrust

You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

Give It Twice Trust

You provide your children with a stream of income while making a gift to charity.

Life Estate Reserved

You give your property to our organization but retain the right to use the property during your life.

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