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Ways to Give Wisely

Give an Asset Instead of Cash

Using appreciated securities to make your gift can deliver more tax benefits to you than using cash.

Giving us appreciated assets may be more beneficial than continuing to maintain them.

Plan a Gift in Your Estate

Your bequest helps ensure that we will do the work that you support far into the future - without affecting your assets during lifetime.

We offer a wise, charitable alternative to the double taxation awaiting your retirement plan in your estate.

You can turn surplus life insurance coverage into a charitable gift to Shell Point, or use a new policy to create an endowment from income instead of capital.


Partner With Us in Your Giving

You can give us your home and continue to live there, or sell it to us at a charitable discount.

You will receive stable lifetime payments that are taxed attractively when you create a charitable gift annuity.

You can receive income to help you meet many family obligations from the most flexible gift plan, a charitable remainder trust.

Increase your estate for your children while delivering years of income to Shell Point with a charitable lead trust.


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

All content copyright 2004 The Legacy Foundation at Shell Point, Inc. All rights reserved.
Planned giving content © Copyright 2004, VirtualGiving