The ABCs of CCRCs
August 18 @ 2:00 pm
Curious about the many benefits of life in a continuing care retirement community (CCRC)? Join us for a candid discussion with our experts who will be on hand to give you a clear understanding of our contract and pricing options. Get a firsthand look at the many floor plan styles to choose from and discover the unmatched peace of mind a CCRC like ours can provide for you—and your loved ones.
Did you know a Qualified Charitable Distribution (QCD) can be a simple, tax-smart way to support causes you care about?
By giving directly from your IRA, a QCD may help reduce taxable income while also counting toward your Required Minimum Distribution (RMD). Many choose this option as a way to support meaningful programs, including Benevolent Care at Covenant Living.
If you’re curious how it works, your financial advisor or IRA provider can help you explore whether it’s a good fit.
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An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift directly from their IRA. - Covenant Living
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An IRA charitable rollover allows individuals 70½ and older to reduce their taxable income by making a gift directly from their IRA.Comment on Facebook
Starting a conversation about assisted living with a loved one can feel emotional and even overwhelming—but it’s also one of the most caring things you can do.
Have you noticed small changes in your loved one’s daily routine or safety that have made you start to wonder what the next best step might be? These moments can be hard to talk about, but they often open the door to meaningful conversations about support, comfort, and quality of life.
Assisted living isn’t about losing independence—it’s about gaining the right level of care while continuing to live as fully and safely as possible. Approaching the topic with patience, empathy, and genuine listening can help make the conversation feel less like a decision and more like a shared journey.
If you’re beginning to explore assisted living options, our team is here to support you with guidance, answers, and compassion every step of the way. bit.ly/3R5BPjV ... See MoreSee Less
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Covenant Trust is a proud supporter of Covenant Living’s Benevolent Care Fund, helping ensure residents can continue to call Covenant Living home, even if their resources change over time.
Many people don’t realize that charitable giving can also be part of a thoughtful financial plan—supporting causes they care about while planning for the future.
For those interested in learning more, Covenant Trust offers resources to help explore options that align with personal and charitable goals.
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Our Corporate Team - Covenant Trust
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Our Corporate Team Meet the executives, investment professionals and client services staff that make up our corporate team. We also have Financial Advisors throughout the U.S. to serve you. @media scr...Comment on Facebook