Maximizing Your Retirement Dollars
February 18, 2025 @ 10:30 am
Maximizing Your Retirement Dollars with Ingrid Prater, CFP®, Covenant Trust Financial Advisor & Liam Dunfey, Covenant Living Regional Director of Philanthropy
Who wouldn’t want a little extra income—especially in retirement? Ingrid Prater and Liam Dunfey will be here to outline how to make your retirement dollars work smarter for you. They’ll discuss a variety of strategies, including how to use IRAs and Charitable Gift Annuities to maximize your money.
Curious about the cost of senior living? Covenant Living’s quick assessment tool helps you or your loved one find the best options in just minutes! 🕒
Answer a few questions and receive personalized recommendations for your senior living journey.
Take the stress out of planning—start today: bit.ly/4bErd4Z ... See MoreSee Less
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We appreciate our incredible employees every day, but especially today for Employee Appreciation Day! 🌟 We know that the quality of our relationships with residents and their loved ones is what truly counts.
Thank you to our dedicated team for your compassion and excellence, today and every day! ... See MoreSee Less
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Your generosity helps make benevolent care possible — providing comfort, dignity, and peace of mind for residents when it matters most.
Did you know? Even if you take the standard deduction, there may still be ways to receive a charitable tax benefit. Options like Qualified Charitable Distributions (QCDs) from IRAs or Donor-Advised Funds can allow you to support our mission while giving thoughtfully and efficiently.
If you’re planning a gift this year, it may be worth a conversation with your advisor to explore what approach aligns best with your goals — and helps ensure benevolent care remains available for those who need it.
Explore ways to give:
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Ways to Give - Philanthropy | Covenant Living Communities
www.covliving.org
Your support enables your friends and neighbors to continue to Live with Promise in their Covenant Living communities.Comment on Facebook