Planned Giving at The Legacy Foundation at Shell Point

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Charitable Gift Annuity

How It Works

	You transfer cash or securities to Shell Point.
	Shell Point pays you, or up to two annuitants you name, fixed income for life.
	The principal passes to Shell Point when the contract ends.

Benefits

You receive an immediate income tax deduction for a portion of your gift.
Your annuity payments are guaranteed for life, backed by a reserve and the assets of Shell Point.
Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
You can have the satisfaction of making a significant gift that benefits you now and Shell Point later.

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To learn more about charitable gift annuities, Email us, complete the Information Request form, or call us at (239) 466-8484 so that we can assist you.

For more information about estate and gift planning opportunities, contact us at:

The Legacy Foundation at Shell Point, Inc.
15010 Shell Point Boulevard, Fort Myers, FL 33908
Tel. (239) 466-8484 | Fax (239) 466-2069
e-mail: LegacyInfo@shellpoint.org