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How Legacy Gifts Benefit Shell Point

Through the years, philanthropic-minded individuals, just like you, have helped us enhance community services, expand and improve our facilities, develop new programs, and become a nationally recognized leader in continuing care retirement communities in America. Here are just a few examples of the legacies Shell Point has been blessed to receive in recent years.

Barbara Wood leaves a legacy in her husband's name.

“After my husband passed away, I decided to leave a legacy in his name. Making a gift to Shell Point to assist in the building of the Medical Center was a way to honor my husband, and at the same time, increase the quality of healthcare the residents deserve at Shell Point.”

Ralph and Dorothy Larsen

“My parents were immigrants from Norway. They lived a life of integrity and treated people with dignity and respect. I have given a gift to honor my parents, who instilled a tremendous Christian example and work ethic. They will be remembered through our gift, as the new Nursing Pavilion will be named in their honor.”

Bill and Barbara Maruchi

“Using appreciated stock to establish a charitable gift annuity was a win-win situation for us and Shell Point. We avoided capital gains tax on our appreciated stock and also received a charitable tax deduction, while assisting Shell Point in their programs to benefit all residents. We also receive a nice monthly income from the gift annuity for the rest of our lifetimes.”

“Purchasing our gift annuity with the Legacy Foundation was simple and took just a few minutes. We couldn’t be happier with the tax and income benefits we will receive for our lifetimes, while benefiting Shell Point.”

Ray & Doris Nandal

“A Legacy Gift Annuity will provide us dependable income for the rest of our lives, and Shell Point benefits from our gift when the time comes. Everybody wins.”

Mrs. Myrna Hogg

“The loving care my husband, Frank, received from Dr. Hirchak and the entire hospice staff was wonderful. Having memorial gifts designated to Hope Hospice at Shell Point will be a lasting tribute that will bring solace and meaning to other residents and their families.”

George and Julie Faatz

“As a retired IBM employee of 41 years, we were excited to learn our gift to the Heart of it All Campaign would be matched... doubling our investment in The Pavilion.”

Sid & Joy Hansen

“A Legacy Gift Annuity allowed us to support the Pavilion campaign, while we benefit from it during our lifetimes.”

Dick & Joan Wright

“A Legacy Gift Annuity allowed us the opportunity to increase our income from low-yielding stocks and bypass capital gains taxes.”

Dr. Donald & Ellen Graham

“We were happy to support The Heart of it All Campaign with a gift of stock. Our financial advisor thought it was a great idea!”

Mac & Mary McArthur

“We’ve become real believers in the Healthcare Renaissance at Shell Point. It’s the best investment in our future we could make.”

Ray & Lois Forsythe

“The Heart of it All campaign is about making a meaningful difference in the lives of Pavilion residents and employees. We’re behind this 100 percent!”

Preston and Patty Haglin

“We wanted to make a significant gift to this campaign because we believe in this project and the future vision for Shell Point. I think it is absolutely essential that we do the whole job. The Pavilion is important and all of us may need it someday and would benefit from its renovation, as well as the improved services offered by the vision. We sincerely wanted to encourage others in our court to be a part of something we may all need some day. Everyone will need this eventually – and if they don’t, then they are truly the lucky ones.”

Mrs. Milena Eskew

“I'm excited about the vision for a state of the art rehabilitation center. What a wonderful addition to Shell Point care this will be!”