For Professional Advisors

Helping Your Clients Leave a Legacy

Through the Legacy Foundation at Shell Point, you can offer your clients a way to create a personal philanthropic plan that is suited to meet their specific needs and interests. There are a variety of opportunities available at Shell Point Retirement Community to help donors achieve their charitable objectives, including establishing endowment funds or gifts designated for programs, services and building campaigns.

As a professional advisor, you frequently have an opportunity to help your clients achieve their philanthropic goals as effectively as possible. Charitable giving, which offers specific tax benefits, gives you a unique vehicle to help your clients achieve other financial, personal, or business goals. We would be pleased to provide you with personalized illustrations for any charitable plan your client may be considering.

One of the greatest opportunities to assist clients in maximizing the personal benefits of giving occurs when they are making other major decisions, such as estate planning, sale of a business or other major asset, retirement planning, and at time of an unusual financial gain. In many of these situations, an opportunity exists to help clients make planned giving decisions. One of the simplest and most important things you can do to help your clients enjoy the benefits of planned giving is to pose the questions; “Are you interested in structuring a way to support charitable opportunities or community needs?” If the answer is yes to this question, then the Legacy Foundation at Shell Point may be able to help you help your client.

To include Shell Point Retirement Community in a client’s estate plan or as a designated beneficiary of an IRA, brokerage or bank account, the correct legal name is: The Legacy Foundation at Shell Point, 15010 Shell Point Blvd., Ft. Myers, FL 33908.

The Legacy Foundation at Shell Point offers free estate and wealth planning education workshops and seminars for our residents at Shell Point. To learn more about making a presentation, please contact Timothy Stephenson, Executive Director of the Legacy Foundation at Shell Point, at (239) 466-8484.