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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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Gift Annuity

The charitable gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Annuity Trust

An annuity trust pays a fixed amount equal to five percent or more of the initial corpus for one or two lives.
 

Annuity Trust for Term of 1 - 20 Years

An annuity trust may pay a fixed amount of five percent or more of initial corpus for a term of one to twenty years. The annuity may be divided among two or more recipients.
 

Deferred Gift Annuity

The deferred gift annuity makes fixed payments for one or two lives. Part of the payout may be tax free.

Lead Annuity Trust for Term of 1 - 35 Years

This lead annuity trust pays a fixed amount each year to a qualified charity for from one to thirty-five years, with remainder to family or family trust.

Lead Unitrust for Term of 1 - 35 Years

This lead unitrust may pay any percentage amount to qualified charities for one to thirty-five years, with remainder to family or family trust.

Unitrust

The tax-exempt unitrust pays five percent or more each year to the recipients for one or two lives.

Unitrust for Term of 1 - 20 Years

A unitrust may pay five percent or more each year for a term of one to twenty years. The income may be divided among two or more recipients.

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