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Samantha Mallon

Downsizing

Dunwoody Village vs White Horse Village: The Newtown Square Comparison

Three miles apart in central Delaware County, Dunwoody Village and White Horse Village share almost every shortlist. This independent comparison puts them side by side: Dunwoody’s one-axis decision (a fixed care promise, non-refundable or 50% refundable at +46%) against White Horse’s two-axis grid (Traditional or Modified care, declining or 80% refundable fees), with both communities’ published two-bedroom numbers, financial signals, and the house-sale sequencing common to both.

By Samantha Mallon, SRES®, licensed in PA & NJ · Reviewed August 6, 2026 · 9 min read

Three miles of West Chester Pike separate Dunwoody Village and White Horse Village, and almost every Newtown Square-area family tours both. This is the comparison the brochures will not print: contract structures, published numbers, refund arithmetic, and financial signals, side by side, from the seller’s perspective, because either move is funded by the same house. It is independent research; Samantha is a real estate agent affiliated with neither community. The full profiles: Dunwoody Village and White Horse Village.

Why these two share every shortlist

Both are not-for-profit CCRCs in central Delaware County with full continuums, both structure the entrance fee as declining-versus-refundable, both file with the Pennsylvania Insurance Department, and both draw from the same ten-mile radius of longtime houses. The real differences live one level down: how many decisions each contract makes you take, what each publishes, and what each campus is optimizing for.

The side-by-side table

Dunwoody Village and White Horse Village compared (sources: each community's disclosure statement and published materials; fee vintages as noted)
DimensionDunwoody VillageWhite Horse Village
Setting83 acres at the center of Newtown Square; operating since 1974109 acres in Edgmont Township beside Ridley Creek State Park; established 1993
Scale159 apartments, 65 country houses, 40 carriage homes; ~448 residents331 residences, studios to carriage homes
Care on campus81 personal care rooms (20 memory) and 81 skilled nursing rooms; monthly fee continues to cover routine careBridlewood (48 personal care), Four Seasons (20 memory), Canterbury (55-bed skilled nursing)
Care contractOne promise: monthly fee covers routine Care Center care (adjusted for meals)Two plans: Traditional (unlimited LTC) or Modified (60 days after insurance exhausts)
Fee optionsNon-refundable (2%/mo, 50 months) or 50% refundable at +46%Standard declining (2%/mo, 50 months) or 80% refundable
Published 2BR benchmark$320,700 / $481,100; monthly $5,528 (2025 samples)$333,500 / $566,500; monthly $5,930 (2024 schedule)
Full published rangeSamples by residence type in its own annual report$131,500 (studio, standard) to $1,331,000 (carriage home, 80% refundable); monthly $3,937 to $7,866
Financial signalsS&P investment grade rating, stated publicly; disclosure posted on its own siteState-filed disclosure; ~$100M Secretariat Plan campus reinvestment underway

One-axis versus two-axis: the contract structures

  • Dunwoody asks one question: what should the estate recover? The care promise is fixed and generous (the monthly fee follows you into the Care Center), so the only lever is the refund plan, priced at 46% over the non-refundable fee for a permanent 50% floor.
  • White Horse asks two: how much care risk do you prepay (Traditional versus Modified), and what should the estate recover (declining versus 80%)? The Modified plan exists precisely for households whose long-term care insurance already covers the tail, an option Dunwoody does not offer.
  • The insurance question therefore sorts families first: LTC policyholders get real value at White Horse; households without coverage comparing always-covered promises are comparing Dunwoody’s single plan against White Horse’s Traditional plan, a cleaner fight. The CCRC funding guide frames the Type A/B/C grammar.

Reading the published numbers honestly

  1. 01Match vintages: Dunwoody’s samples are 2025, White Horse’s schedule is effective 2024; both reprice annually, so get both current rate sheets before concluding anything from a $13,000 two-bedroom gap.
  2. 02Price refunds per percentage point preserved: 50% at +46% (Dunwoody) versus 80% at roughly +70% (White Horse’s schedule) are closer per point than the headlines suggest; the right comparison is what your estate keeps per dollar paid today, an adviser’s twenty minutes.
  3. 03Remember the couples lines and the extras: second-person fees, processing charges, and meal adjustments differ; the disclosure statements carry them, and the master fee table holds both against the whole region.

The three filters that decide it

  1. 01Insurance filter: LTC coverage favors White Horse’s Modified plan; no coverage puts Dunwoody’s simpler promise level with White Horse Traditional.
  2. 02Estate filter: decide the percentage first, then price it at both communities for the residence you actually want.
  3. 03House filter: both moves run on the same house sale and the same calendar: valuation, net proceeds, reserve, list, close at move-in, with Newtown Square’s and Edgmont’s paperwork started the week you reserve.

Samantha, SRES®, sells the Delco and Main Line houses that fund both of these moves. If your shortlist is exactly these two, ask her for the house number first; it is the one figure that appears in both communities’ math. Start with the free valuation, tour both campuses in one week, and let the contracts argue while you watch.

Questions families ask when comparing the two

What do Dunwoody Village and White Horse Village have in common?

Almost everything that gets a community onto a Newtown Square shortlist. Both are not-for-profit continuing care communities in the same corner of central Delaware County, three miles apart. Both carry the full continuum on campus, including memory care. Both structure the entrance decision as a menu: a declining-balance fee that amortizes 2% per month over 50 months, or a costlier partially refundable fee. Both file disclosure statements with the Pennsylvania Insurance Department, and both draw from the same sending towns: Newtown Square, Broomall, Media, Wayne, and the western Main Line. Families who tour one almost always tour the other, which is exactly why the differences deserve a page of their own.

What is the biggest structural difference between the two?

The care contract menu. Dunwoody offers one care promise: its monthly fee continues to cover routine nursing or personal care in the Care Center (adjusted for meals), close to a lifecare promise, and your only decision is the refund option (non-refundable, or 50% refundable priced 46% higher). White Horse Village makes you decide the care question too: the Traditional plan includes unlimited long-term care, while the Modified plan includes sixty overnight days after insurance is exhausted, and each crosses with a declining or 80% refundable fee. So Dunwoody is a one-axis decision (estate) and White Horse is a two-axis decision (care risk and estate). Households holding long-term care insurance get a purpose-built option at White Horse (Modified) that Dunwoody simply does not sell.

How do the published numbers compare?

Both publish real figures, which makes the comparison unusually honest. Dunwoody’s 2025 samples for a two-bedroom: $320,700 non-refundable or $481,100 under the 50% refundable plan, monthly fee $5,528 single, identical under both plans. White Horse’s disclosure schedule (fees effective 2024): a two-bedroom at $333,500 standard or $566,500 under the 80% refundable plan, monthly $5,930; its range runs wider, from $131,500 studios to $1,331,000 refundable carriage homes. Read carefully: the vintages differ by a year, and the refund percentages differ (50% versus 80%), so the refundable plans are not directly comparable; the honest comparison is declining-versus-declining and refund-priced-per-percentage-preserved, which your adviser can run in twenty minutes with both rate sheets.

What about scale, campus, and financial signals?

White Horse is bigger and greener: 331 residences on 109 acres beside Ridley Creek State Park, with roughly $100 million of campus reinvestment underway (the Secretariat Plan). Dunwoody is more central and more established: 264 residences plus care center on 83 acres at the center of Newtown Square, operating since 1974, with an investment grade rating from Standard and Poor’s that it states publicly, and its disclosure statement posted on its own website. Neither profile is better in the abstract: park-adjacent scale and fresh construction versus walkable centrality and a public credit rating are different answers to different questions. Both communities’ financials are in their state filings; read both with the same adviser in the same week.

Which one should fund my shortlist decision?

Run three filters in order. Insurance: if you hold long-term care coverage, White Horse’s Modified plan monetizes it and Dunwoody cannot; if you do not, Dunwoody’s always-covered monthly fee is the simpler promise. Estate: decide what percentage of the fee should survive you, then price it: Dunwoody sells a 50% floor at +46%, White Horse sells an 80% floor at roughly +70% over its standard schedule; per percentage point preserved, the pricing is closer than it looks. House: both moves are funded by the same Delco or Main Line house, and the sequencing is identical (valuation, reserve, list, close at move-in). Tour both in one week with the rate sheets in hand; the campus that feels right after the numbers stop arguing is the answer.

About the author

Samantha Mallon, SRES®

Samantha is a real estate agent with Compass, licensed in Pennsylvania (RS365940) and New Jersey (2440598), holding the SRES® (Seniors Real Estate Specialist®) designation. Before real estate she earned a finance degree at Rutgers and a master’s in analytics at Georgia Tech, and worked in management consulting at Deloitte, a background she now applies to pricing, preparation, and honest guidance for sellers navigating downsizing, longtime homes, and family transitions across Greater Philadelphia and South Jersey.

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