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Create a lasting
Legacy

Support the work of our mission to enrich the lives of our residents and staff, enhance our campus, and strengthen our financial foundation.

Sequoia Society

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

YOUR LEGACY, YOUR IMPACT

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

  • Community Enhancement Fund
  • Employee Support
  • Scholarship or Employee Emergency Fund
  • Casa Dorinda 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

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: Designate Casa Dorinda 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.

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 in your estate plan and notify us of your intention by filling out a Letter of Intent form. We'll add your name to our growing list of members to honor 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 [email protected] or call 805.969.8070 to learn more about the Sequoia Society.

We would also greatly appreciate if you could give us your feedback to help us enhance our service to you.