Aldersgate

What Aldersgate does

Givens Aldersgate, legally Givens Aldersgate United Methodist Retirement Community Inc., is a 501(c)(3) nonprofit Life Plan Community (CCRC) operating since 1943 on a 230-acre campus in Charlotte, NC, serving approximately 600 residents. The community delivers a full continuum of care across independent living (cottages, apartments, and villas including Gateway, Wesley Glen, Lake Ridge, Epworth, and Francis residences), assisted living (Parker Terrace in Epworth Tower), memory care (Cuthbertson Village), skilled nursing (Asbury Health & Rehabilitation, a 140,000 sq ft facility with HydroWorx therapy pool), and in-home care (Givens Aldersgate at Home). Supporting amenities include six dining venues, an indoor pool, fitness center, 81+ acre nature preserve, and a 6.7-acre urban farm operated by Carolina Farm Trust.

The underlying technology footprint is moderate rather than differentiated: the Wellzesta community app provides resident-facing event updates, dining menus, social chat, and maintenance requests; HydroWorx therapy pools support rehabilitation; and smart devices worn by memory care staff enable roaming engagement with residents rather than fixed nurses' stations. There is no proprietary AI/ML capability and the platform layer is largely integration of third-party point solutions (Wellzesta, HydroWorx, Keiser/NuStep equipment, Carolina Farm Trust, Charlotte Museum of History, Fresenius Kidney Care on-campus dialysis, Functional Pathways therapy).

The business model is the standard CCRC economics: one-time entrance fees under either a 0% refundable (amortized over 48 months) or 50% refundable contract, plus recurring monthly service fees covering residence, utilities, dining dollars, maintenance, amenities, and wellness programming; Epworth Apartments entrance fees start at $125,664. Healthcare services (assisted living, memory care, skilled nursing, short-term rehab) and philanthropy supplement resident revenue. Sales is led by a dedicated Sales & Marketing Team using tours, Talk & Tours, Tour of Homes, webinars, the Future Resident Club deposit process, and strong community/referral channels. In September 2025, the organization completed an affiliation with Asheville-based Givens Communities, a 50-year-old nonprofit senior living network operating two other Life Plan Communities (Givens Estates, Givens Highland Farms), with Kevin Schwab as CEO of the combined network and Ken Kramer remaining as Givens Aldersgate's executive director.

Name

Aldersgate

Legal name

Givens Aldersgate United Methodist Retirement Community Inc.

Website

https://aldersgateliving.org

Company type

Private

Founded year

1943

Operating status

Operating

Headcount range

101–250 employees

Short description

Givens Aldersgate is a 501(c)(3) nonprofit Life Plan Community in Charlotte, NC, serving approximately 600 residents across independent living, assisted living, memory care, skilled nursing, and home care on a 230-acre campus, affiliated with Givens Communities.

Ownership category

akta.pro rank

Product category

Continuing Care Retirement Community (Life Plan Community)

NAICS

Continuing Care Retirement Communities (623311), Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (62331), Assisted Living Facilities for the Elderly (623312), Nursing and Residential Care Facilities (623)

SIC

Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Life Plan / Entrance-Fee CCRCs (HLADAEAA)

akta.pro secondary industries

Affordable / Middle-Market CCRCs (HLADAEAJ), Multi-Campus / Regional CCRC Networks (HLADAEAF), Specialty CCRCs (e.g., Memory-Care-Focused, Veteran-Focused) (HLADAEAK)

Keywords

• Continuing care retirement community
• Senior living services
• Assisted living facility
• Skilled nursing care
• Memory care services

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Entrance Fees: One-time entrance fees paid prior to move-in providing access to lifetime of services and amenities. Two contract options: 0% refundable (amortized over 48 months) and 50% refundable plan. Fees vary by residence type, size, finishes, and number of occupants.
2. Monthly Service Fees: Recurring monthly fees covering residence, most utilities, dining dollars, maintenance, landscaping, access to amenities, wellness programming, and full calendar of activities. Fees vary by residence size, style, and occupancy.
3. Healthcare Services: Revenue from assisted living, memory care, skilled nursing, and short-term rehabilitation services provided on campus.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core offering

Givens Aldersgate is a nonprofit Life Plan Community (CCRC) operating a full continuum of senior care services on a 230-acre campus in Charlotte, NC. The community sells independent living residences (cottages, apartments, and villas), assisted living, memory care, skilled nursing and rehabilitation, in-home care, dining venues, and wellness programs to adults 55+ through entrance fees and monthly service fees.

Product overview

Givens Aldersgate is a nonprofit Life Plan Community (CCRC) offering a full continuum of care on a 230-acre campus in Charlotte, NC. The community provides independent living through multiple residence types (cottages, villas, and apartments), coordinated through the Wellzesta community app for resident engagement. Higher levels of care include Assisted Living (Parker Terrace), Memory Care (Cuthbertson Village), Skilled Nursing (Asbury Health & Rehabilitation), and Home Care (Givens Aldersgate at Home). Supporting amenities include multiple dining venues, a wellness center with pool, nature trails, and an urban farm partnership. Residents can transition seamlessly between care levels as needs change, with all services provided within the campus setting.

Differentiator

Problem solved

Functional benefit

Products and services

• Independent Living Independent living residences for adults 55+ including cottages with private garages, lawns and gardens, and apartment homes with access to campus amenities and community life.
• Gateway Apartments & Villas Modern apartment and villa residences featuring private terraces or balconies, under-building parking, and refined modern design within a park-like setting.
• Wesley Glen Cottages Cottage-style independent living homes with open floor plans, two bedrooms, two bathrooms, full kitchens, attached garages, and outdoor spaces in a connected neighborhood setting.
• Lake Ridge Cottages Nature-inspired cottage residences near Cole's Spring Lake featuring two bedrooms, two bathrooms, full kitchens, attached garages, and tranquil wooded surroundings.
• Epworth Apartments Centrally located apartment residences offering relaxed, low-maintenance living with convenient access to dining, wellness amenities, and everyday services. Most affordable option with entrance fees starting at $125,664.
• Francis Apartments Heart-of-campus apartment residences offering low-maintenance lifestyle with dining, wellness, and everyday services easily accessible.
• Assisted Living (Parker Terrace) Award-winning assisted living in Parker Terrace within Epworth Residential Tower, offering all private apartments with private baths and scenic views, with 24-hour nursing assistance and personalized care.
• Memory Care (Cuthbertson Village) State-of-the-art memory care community with private suites, beautiful living areas, fireplaces, open kitchens, private dining areas, and large outdoor courtyards. Care partners use smart devices to roam freely and engage frequently with residents.
• Asbury Health & Rehabilitation (Skilled Nursing) Modern 140,000 sq. ft. skilled nursing facility with neighborhood-like settings, private suites, HydroWorx therapy pool, and comprehensive rehabilitation services including physical, occupational, and speech therapy. CARF accredited.
• Givens Aldersgate at Home (Home Care) In-home care service for independent living residents providing household assistance, pet care, and support services to help residents age in place.
• Dining Venues Multiple dining options including On Common Grounds coffee shop, Market Cafe, The Rose & Ivy Pub, Gatehouse Bar, and The Gatehouse Dining Room offering flexible dining from casual to upscale experiences.
• Wellness Center & Programs Holistic wellness programs including The Body Shop fitness center with state-of-the-art equipment (Keiser, NuStep, True bikes, Concept2 rower), heated indoor pool, spa, fitness classes, and partnerships with British Swim School and Functional Pathways.
• Urban Farm at Givens Aldersgate 6.7-acre urban farm operated by Carolina Farm Trust, growing fresh produce for residents and the local community, serving as a food source and learning lab.

Quantifiable outcome

• Ranked 15th out of 60 in North Carolina and 198th in America for CCRCs by Newsweek 2026
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

17 partnerships are on record, tiered flagship, core and minor.

• Buck Institute for Research on AgingflagshipStrategic or Co-development Partner · 3 March 2026Givens Communities announces partnership with the Buck Institute for Research on Aging to advance longevity and brain health research, positioning Givens as a regional and national leader in proactive brain health and longevity-focused aging.
• Functional PathwayscoreStrategic or Co-development Partner · 1 November 2025Contract therapy company providing physical therapy, occupational therapy, and speech/language therapy for assisted living and skilled nursing facilities. Also supports independent living residents with therapy and wellness programs.
• Carolina Farm TrustcoreStrategic or Co-development PartnerPartnership to operate a 6.7-acre urban farm on campus, growing fresh produce for residents and the local community. Residents participate in farm-related events, educational programs, and volunteer opportunities. Farm serves as food source and learning lab for the eastside community.
• British Swim SchoolminorStrategic or Co-development PartnerPartnership providing swim lessons and water safety programs for residents, complementing the community's indoor pool and aquatic wellness offerings.
• Fresenius Kidney CarecoreStrategic or Co-development PartnerPartnership to provide outpatient dialysis treatment directly on campus, serving residents and community members with end-stage renal disease without traveling to off-site centers.
• Charlotte Museum of HistorycoreStrategic or Co-development PartnerMuseum located on Givens Aldersgate campus, home to Hezekiah Alexander Rock House (built circa 1774), the oldest surviving structure in Mecklenburg County. Residents volunteer with the museum, attend events, and the museum is a cultural anchor for the community.
• OurBRIDGE for KIDScoreStrategic or Co-development PartnerIntergenerational mentoring program pairs school-age immigrant children with elders from the community, providing expanded space for programming and meaningful interaction across generations.
• GenOne for Higher EdminorStrategic or Co-development PartnerNon-profit helping first-generation students from underserved communities navigate the path to and through college. Givens provides on-campus workspace for this Charlotte-based organization.
• Trees CharlotteminorGTM or Marketing PartnerPartnership providing residents and volunteers with opportunities to support local tree planting and beautification efforts, strengthening Charlotte's urban canopy while promoting sustainability.
• Habitat for Humanity Charlotte RegioncoreStrategic or Co-development PartnerResidents actively volunteer with Habitat for Humanity, including Dick Metzler who received a North Carolina Governor's Volunteer Service Award for 12 years of service helping build affordable housing.
• Functional PathwayscoreStrategic or Co-development PartnerPartnership providing wellness programs and complementary access to fitness and exercise options for residents, supporting a vibrant, active lifestyle.
• Givens Life MinistriescoreStrategic or Co-development PartnerOutreach division of Givens Communities expanding into Charlotte-Mecklenburg area as part of Givens Aldersgate community engagement, providing programs for vulnerable populations including Welcome Tables, medical equipment closets, and support services.
• Manolo's Latin BakeryminorGTM or Marketing PartnerLocal Hispanic bakery, 'birthday-cake central' for the community. Every resident receives a cake from Manolo's. Partnership supports diversity and local business.
• Lang Van Vietnamese RestaurantminorGTM or Marketing PartnerPopular local restaurant near campus, regular stop for residents and team members. During COVID-19, community supported the restaurant by buying meals and gift certificates.
• Southern Blossom FloristminorGTM or Marketing PartnerLocal Hispanic florist for floral needs. 10% of purchase is donated back to the Resident Assistance Fund, supporting residents experiencing financial hardship.
• Charlotte Museum of HistorycoreStrategic or Co-development PartnerGivens Aldersgate is a proud sponsor of the Charlotte Museum of History, supporting their Gem Awards event that honors historic preservation and history education efforts.
• Givens CommunitiesflagshipStrategic or Co-development PartnerAffiliation completed September 2025 with Asheville-based Givens Communities, a nationally recognized senior living nonprofit with 50+ years of experience. Givens assumes governance and management responsibilities, expanding resources and ensuring long-term stability.

Scale indicators11 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• Givens Estates: Sibling Givens Communities Life Plan Community in Asheville, NC, offering the same full continuum of care model (independent living, assisted living, skilled nursing, memory care) on a similar campus. Most directly comparable peer given shared parent organization, operating model, and resident profile.
• Givens Highland Farms: Third Givens Communities Life Plan Community in Black Mountain, NC, offering a similar full continuum of care. Shares the same governance, mission, and operating playbook as Givens Aldersgate post-2025 affiliation.
• Acts Retirement-Life Communities: One of the largest nonprofit CCRC operators in the U.S. with multiple Life Plan Communities across the Mid-Atlantic and Southeast. Directly comparable nonprofit entrance-fee model, full continuum of care, and faith-based heritage make it a strong peer for Givens Aldersgate.
• Erickson Senior Living: Large, established CCRC operator with multiple campuses in the Mid-Atlantic and beyond. Operates the same Life Plan Community model with full continuum of care, large campuses, and entrance-fee structure, making it highly comparable to Givens Aldersgate.
• Life Care Services: Major CCRC management company and operator running numerous Life Plan Communities across the U.S., including many for nonprofit sponsors. Comparable in operating model and service offerings to Givens Aldersgate.

Broad incumbents

• Brookdale Senior Living: Largest U.S. senior living operator with a broad portfolio spanning independent living, assisted living, memory care, and skilled nursing nationally. While not a pure CCRC, it competes directly for residents in the Charlotte market and is a broad-incumbent reference point.
• Atria Senior Living: Large national senior living operator with assisted living and memory care communities across the U.S. Competes for the same Charlotte-area residents, particularly at the assisted living level of the continuum.
• Sunrise Senior Living: Major assisted living and memory care operator with communities across the U.S. Overlaps with Givens Aldersgate's assisted living and memory care service lines in the Charlotte market.

Emerging players

• Laurel Street (Springhouse Square): Charlotte-based affordable housing developer that partnered with Givens Aldersgate in 2024 on Springhouse Square, a mixed-income, multi-generational housing community on the eastside of Charlotte. Comparable as a Charlotte-focused partner addressing the same demographic.

Others

• Buck Institute for Research on Aging: Leading research organization on aging that entered a flagship partnership with Givens Communities in March 2026. Comparable as a strategic alliance partner advancing longevity and brain health programming that distinguishes Givens Aldersgate from peer CCRCs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@givensaldersgate
• Facebookfacebook.com/AldersgateSeniorLivingCommunity
• LinkedInlinkedin.com/company/aldersgate-life-plan-services-inc
• Instagraminstagram.com/aldersgatenc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aldersgate