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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. 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 by partnering with the Asbury Foundation. We will help manage the sale of your real estate, partially cover the costs and potentially use the proceeds toward your Inverness Village entrance fee. Proceeds from the sale, above the amount dedicated to the entry fee, can become a tax deductible gift to the Asbury Foundation. This option is ideal for those who know they want to enjoy the Inverness lifestyle, but don’t want the hassle of managing the sale of their home alone – or farmland or commercial property – in an unpredictable market.
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.