You’ll know it the moment you walk into our beautiful Julia Morgan building — Heritage on the Marina feels like home. You’ll feel it from our staff, who greet you warmly. You’ll enjoy our exceptional Marina district location, with its many choices for entertainment, dining, shopping or exploring the picturesque scenery.
Most residents join the community at our Residential Living level, for maximum independence and self-sufficiency. Our Independent Living apartments are ideally suited for singles or couples. They include services like housekeeping and laundry, so you have more free time and the freedom to be independent.
Heritage on the Marina has two additional properties for active adults 65+, Francisco Street and Octavia Street. These apartments offer the same great full-service amenities, 1- or 2-bedroom apartments, with kitchens, washers and dryers, flexible security and 30 meals a month. The Octavia Street Apartments will become available in Summer 2019.
When I moved in, I realized what a community it is. Everybody’s very caring, the staff are wonderful. I’ve been well looked after.
At Heritage on the Marina, you have access to a wide variety of services and amenities, designed to keep you doing the things you love. Enjoy health and fitness activities, social and cultural events and much more for maintenance-free living.
All-Day Dining is available from 7am to 7:30pm in our Dining Room. Our chefs serve a variety of freshly prepared meals, with recipes that incorporate fresh, local ingredients and a variety of menu items. Our professional staff is here to serve you!
Our attentive dining staff hosts Monthly Birthday Dinners and special dining events, for holidays like Chinese New Year, Persian New Year and Mardi Gras throughout the year.
Our menu offers a variety of choices at each meal. Note: Vegetarian options are available. Here are some examples of our dining options:
Residents pay an Entrance Fee and a Monthly Service Fee for the right to reside at Heritage on the Marina. Costs vary depending on the size of apartment and the Contract type.
The Entrance Fee at Heritage on the Marina is a one-time payment, based on the size of the residence you choose. Payment of this fee entitles you to residency and access to health care services provided by Heritage on the Marina.
The monthly care fee covers a wide range of services, including meals, weekly housekeeping and linen change, all utilities except phone service, wireless internet service, maintenance, and scheduled transportation to medical appointments, use of all onsite amenities, including the fitness center, arts and crafts room, and library. Most importantly it includes the access to health care services, should they ever be needed.
The monthly fee increases each year, in July, and is linked to the cost of living index and our operating costs. In the past several years, increases have ranged from 2.5% up to 4%.
With Life Care, your monthly fee does not increase as you need more care. Under Continuing Care, your monthly fee does get adjusted accordingly based on the level of care needed.
We have an extensive array of programs, and classes to promote good health and well-being. Everything from balance classes to Tai Chi, and Yoga. We offer fitness training and help you design a fitness plan based on your personal goals.
Long Term care insurance is beneficial for those residents under the Continuing Care Contract. If you have a long-term care insurance policy, you may be eligible to receive benefits from that policy if you need assisted living or skilled care. The policy may help to offset the future costs in the higher levels of care (such as assisted living or skilled nursing). Your policy will pay earned benefits directly to you. As with all insurance issues, you should consult your insurance carrier for specific questions regarding your policy.
No. Heritage on the Marina owns all the property and is responsible for maintenance and upkeep. Residents are responsible for keeping a tidy and clutter-free apartment. You are essentially purchasing a service agreement from Heritage on the Marina. You are guaranteed a home and health care.
A portion of both the Entry Fee and the Monthly Service Fee are considered by the IRS as an allowable prepaid medical expense and depending on your situation, may be tax deductible. As always, you should discuss your individual tax situation with your personal tax advisor.
Residents have a ninety-day introductory period during which they can cancel and receive their entrance fee, less any cost of care while they resided here. After ninety days, the entrance fee is amortized, less 1.5% each month (up to 67 months).
Yes, scheduled transportation to medical appointments, restaurants, shops and other local sights is available free of charge (subject to availability and operating hours).
Heritage on the Marina is a smoke-free community. We have designated areas outside of the property where residents can smoke.
We do not allow pets in our main building, however, we do welcome pets in our Francisco and Octavia Streets properties.
We do not directly provide the service, however, we can refer you to a resource who can assist you.
We are San Francisco’s oldest life plan community. We are also the smallest — with a little over 110 residents — which makes for a very intimate feel to our community. Many say it feels more like a private residence, albeit a residence designed by renowned Hearst Castle architect, Julia Morgan.
We have one guest room that can be reserved in advance for a fee.
This is a popular misconception. Actually you gain independence — you have someone to take care of home maintenance, do the grocery shopping and cooking, essentially take care of a majority of your needs. You are free to come and go as you like, and you have the security of health care on site should you need it.