Frances Eleanor Smith Legacy Society

Frances Eleanor SmithIn 1936, Frances Eleanor Smith, affectionately known as “Mother Smith,” founded Casa Colina in response to the tragic polio outbreak. Remaining true to Mother Smith’s pioneering spirit; today, Casa Colina stands as a center of excellence in Southern California offering acute care across a vast continuum of services.

In honor of Mother Smith’s legacy, Casa Colina created the Frances Eleanor Smith Legacy Society. Since Casa Colina's founding, individuals dedicated to our long-term success have set up planned gifts to support our mission. Each of these individuals believed in our mission and wanted to be sure we could continue to thrive and grow into the future.

Frances Eleanor Smith with patientsYou are eligible for membership in the Frances Eleanor Smith Legacy Society if you have:

  • Provided for Casa Colina in your estate
  • Funded a life income agreement or other planned gift (charitable gift annuity, charitable remainder trust, charitable lead trust, or remainder interest in a personal residence)
  • Have named Casa Colina as a beneficiary of a life insurance policy or your IRA or other retirement plan assets



patientsBenefits of being a member of the Casa Colina Legacy Society include:

  • Annual letter from President/CEO
  • Annual reception for members
  • Special gift memento
  • Name listed in publications, including our annual Keystone magazine
  • Name listed on donor recognition wall


It would be our privilege to welcome you into this special group. Please contact Casa Colina Foundation at 909-596-7733, Ext. 2125 to notify us of your gift or explore gift options that complement your lifestyle.

A charitable bequest is one or two sentences in your will or living trust that leave to Casa Colina Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I give and devise to Casa Colina, located in Pomona, CA, all (or state a percentage) of the rest, residue and remainder of my estate, both real and personal, to be used where it determines the need is greatest (or for the support of a specific fund or program).

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Foundation or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the Foundation as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Foundation where you agree to make a gift to the Foundation and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

eBrochure Request Form

Please provide the following information to view the brochure.