Discovery Luncheon
March 19 @ 11:00 am
Curious about life at Covenant Living at Mount Miguel? Join us for a delicious lunch prepared by our culinary team, chat with residents and learn about the many social, financial and health care benefits a continuing care retirement community can provide. It’s a fantastic opportunity to get an insider’s perspective on our exceptional lifestyle.
A new year brings new opportunities to live with purpose — and to prepare for what matters most. Covenant Trust shares helpful ways to start 2026 feeling organized, confident, and ready for the year ahead:
*Review your spending and income. Take stock of what’s changed and where you want to go next.
*Review your estate plan. Make sure your plans reflect your current goals and priorities.
*Consider the benefits of giving. Your generosity can make a lasting difference in the lives of others.
*Review your investment strategy. Confirm your plan supports the future you envision.
*Start preparing your tax return. Getting organized early means less stress later.
A little planning today can bring confidence all year long. ... See MoreSee Less
Ways to Give - Philanthropy | Covenant Living Communities
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Your support enables your friends and neighbors to continue to Live with Promise in their Covenant Living communities.Comment on Facebook
As you plan for 2026, your IRA can provide two tax-smart ways to support the organizations you care about:
• Make a QCD
A Qualified Charitable Distribution can satisfy your Required Minimum Distribution and isn’t included in taxable income.
• Leave a legacy
Naming a charity as a beneficiary of part of your IRA is a simple way to create long-term impact.
Both options can help you receive tax benefits today while planning for the future.
Learn more at bit.ly/3YhnpAE ... See MoreSee Less
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Today, we honor the life and legacy of Dr. Martin Luther King Jr. His vision of equality, justice, and service inspires us at Covenant Living. We are proud to be a part of a community committed to our mission which supports diverse ideas, perspectives and values and creates a place where people can belong.
Let’s carry his dream forward—together. ... See MoreSee Less
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