contact us

Use the form on the right to contact us.

You can edit the text in this area, and change where the contact form on the right submits to, by entering edit mode using the modes on the bottom right.

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 Casa Dorinda

Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Casa Dorinda that will make a lasting impact.


How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Casa Dorinda as part of your estate plan, or you can make a bequest using a beneficiary designation form.


Benefits of a bequest include:

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

Some of the ways to leave a bequest to Casa Dorinda

A bequest may be made in several ways

  • Percentage bequest: make a gift of a percentage of your estate
  • Specific bequest: make a gift of a specific dollar amount or a specific asset
  • Residual bequest: make a gift from the balance or residue of your estate

View sample bequest language.

Learn More

The method used to make a bequest will depend on the kind of gift you choose to leave to Casa Dorinda.

Bequests of real estate, personal property, business interests and cash are typically made by way of a will, revocable trust or even a simple codicil to your current estate plan. Your estate-planning attorney can assist you in preparing the necessary papers for you to complete the bequest.

Other bequests, such as those involving retirement assets, insurance policies, bank accounts and stocks and bonds, are typically made by completing the appropriate beneficiary designation form. Simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

The last step in leaving any bequest involves the transfer to charity. When you pass away, the bequest property will be transferred to Casa Dorinda. The full value of this gift will be transferred tax-free and your estate will receive an estate tax charitable deduction.


Contact Us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.