Is Your House the Key to Your Future?

Text Size - RegularText Size - Large

By providing ways to convert assets like real estate, stocks, bonds or cash into revenue streams, the Asbury Foundation can help make your move to an Asbury community a reality. The Asbury Foundation retains the assets and liability, and you get the liquidity that lets you plan for your future. Whether the goal is funding your entrance fee, maintaining a steady stream of  income or leaving a legacy for your children, the Foundation offers a variety of solutions.

Fund Your Entrance Fee

Ease your entry into an Asbury community by donating an asset to fund your entrance fee. Transfer the deed to your home to the Asbury Foundation, and we will manage the sale of your real estate, cover the costs and potentially use the proceeds toward your standard Asbury entrance fee. Proceeds from the sale, above the amount dedicated to the entry fee, become a tax deductible gift to the Asbury Foundation. This option is ideal for those who know they want to enjoy the Asbury lifestyle, but don’t want the hassle of selling their home – or farmland or commercial property – in an unpredictable market.

Create a Steady Stream of Future Income

Planning how much money you’ll need 10 or 20 years down the road is tricky. With a charitable gift annuity, you can exchange stocks, bonds, cash or the money earned on the sale of your home or appreciated property for a guaranteed fixed income each year for the rest of your life. It’s a great way to fund your monthly fees when you move to an Asbury community.

Here’s how it works:

  • You transfer property to the Asbury Foundation.
  • In exchange, we pay you a fixed income for life.
  • The fixed income varies depending on your age.
  • A portion of your yearly income may even be tax-free.
  • You may receive a charitable tax deduction.

Interested in learning more? Contact Us! We'd love to talk.