Challenges and Needs
An important part of The Pines' mission is to never ask a resident to leave the community as a result of financial need. In view of this, financial screening of prospective residents is prudent and necessary. If too many residents became unable to afford the services of The Pines, it would jeopardize the security of all residents living in the community.

The Pines uses an objective, actuarially based financial screening to qualify prospective residents. The present value of a prospective resident's future costs over their lifetime is compared to the present value of their fixed income and assets to determine financial eligibility. For those individuals who do not meet the minimum financial guidelines, an entry assistance fund would allow them to join The Pines community.

At the time of entry, entry assistance funds would be reserved for the resident to enable them to meet the minimum guidelines. Before entry assistance funds would be spent on behalf of the resident, however, the resident's net assets must be diminished to $10,000.

This fund will benefit elderly community members who have worked hard and often led lives of service, but were unable to accumulate assets to meet the initial entry fees for smaller units.

One of The Pines' six strategic goals is to foster strong community relations. Fully funding the Entry Assistance Fund will allow The Pines at Davidson to offer a valuable service to the community - affordable retirement housing for hard-working community residents.

Meeting the Needs
The Pines seeks to raise $2,000,000 to establish a fund to assist individuals who do not meet the minimum financial guidelines for entry to The Pines.

A deferred gift through your will, retirement plan, trust, or annuity, also makes you eligible for membership in The Jetton Society - The Pines deferred giving society.