The Legacy Society At Shell Point

The Legacy Society honors the generosity and commitment of Shell Point family and friends who have chosen to remember Shell Point Retirement Community through their estate plans. Members of the Legacy Society are inspired by our community and its impact on the lives of everyone it touches today, and in the future.

Members of the Legacy Society share a common bond of generosity that nourishes Shell Point’s extraordinary achievement and ensures the future programs and services we provide for our entire community for generations to come.

The message is simple; you can make a difference in the lives that follow by remembering Shell Point in your Will or estate plan.

A legacy gift to Shell Point is a promise to the future that can bring immediate rewards. You will feel the joy that comes with giving. You will experience a new peace of mind knowing others will share in the blessings that have come to you over a lifetime. In addition, some forms of legacy giving may offer you significant tax savings, allowing you to maximize gifts to family members and loved ones while achieving your charitable objectives.

Finally, as a member of Shell Point’s Legacy Society, your gift will help inspire others to give meaningfully to their community . . . to leave a lasting legacy for future generations.

The Rewards of Giving

You can become a member of Shell Point’s Legacy Society a number of ways.

You may:

• Name Shell Point as a beneficiary in your Will or Revocable Living Trust. A sample bequest may read, “I give and bequeath to Shell Point Retirement Community, 15000 Shell Point Blvd., Fort Myers, Florida 33908, an amount equal to ___ % (percentage) of my estate.” (Or designate a specific sum of money or otherwise describe the gift.)
• Include Shell Point as beneficiary of an Individual Retirement Account (IRA), 401(k), 403(b), or other retirement plan.
• Create a Charitable Remainder Trust to provide you with income and current tax savings, with the remainder, or a portion thereof, to Shell Point.
• Name Shell Point as the beneficiary of an existing life insurance policy or annuity contract, or purchase a new policy for the benefit of Shell Point.
• Purchase a charitable gift annuity that provides you with current income and tax savings and benefits Shell Point.
• Gift a remainder interest in a home or farm to Shell Point, which allows you to receive a current income tax deduction while you continue to live on the property.
• Establish a Charitable Lead Trust to benefit you, your loved ones and Shell Point.
• Place a bank account or certificate of deposit (CD) “In Trust For” (ITF) or “Payable on Death” (POD) to Shell Point Retirement Community.
• Title a brokerage account to “Transfer on Death” (TOD) to Shell Point Retirement Community. A “TOD” account allows an individual to retain complete ownership rights to an account during their lifetime, while the assets would pass to us upon the owner’s death directly, bypassing probate.
• Lifetime cumulative gifts of cash, securities, real estate and other property of $50,000 or greater will qualify for membership in the Legacy Society.

A Lasting Legacy . . . Where Do You Begin?

Legacy gifts to Shell Point begin with a heartfelt commitment to our community and the family and friends who call this place “home”. Careful planning will produce the greatest benefits for you, your loved ones and Shell Point Retirement Community. Here are a few things to think about:

• Consider your current financial goals and future needs, including management of your affairs during lifetime and upon your death.
• Consult with your attorney, CPA, or other professional financial advisors to develop or revise your plans.
• Have your legal counsel draft the necessary Will, trust agreements, or other estate planning documents.
• Financial advisors can assist with change of beneficiary designations for life insurance, annuity, and retirement plan accounts; as well as “Transfer on Death” (TOD) titling of brokerage accounts.
• Contact your bank representative to place an account or certificate of deposit (CD) “In Trust For” (ITF) Shell Point.
• Review your plans periodically to incorporate tax law changes and to consider your changing needs, goals, and intentions.
• Contact the Legacy Foundation at 466-8484 to learn more about giving opportunities to Shell Point or to receive more specific details or a personalized illustration outlining the benefits of a charitable gift plan.
• Let us know of your plans. You will be enrolled as a member of Shell Point’s Legacy Society.
• To Honor Your Generosity

Benefits of Membership in the Legacy Society

• Recognition of your name in select Shell Point publications as a member of the Legacy Society.
• Invitation to the annual Legacy Society luncheon.
• Special announcements and invitations to select Shell Point events.
• A beautiful certificate of membership and Society lapel pin.

Your Gift Makes a Difference

In the early 1960’s, local businessman and real estate developer Berry C. Williams was inspired by a vision for a retirement community along the shores of the Caloosahatchee River in an area long known as “Shell Point.” This vision took root in a significant charitable gift of 75 acres of prime waterfront property by Mr. Williams to The Christian and Missionary Alliance for the development of Shell Point Retirement Community.

Since its founding, this spirit of philanthropy and giving has been at the core of the mission and ministry of Shell Point. And today, the importance of philanthropic support to our vision for the future is just as vital. Your gifts today and in the future, will allow Shell Point to not only remain a leader in the industry, but will allow us to expand and improve the care we give to each resident and their loved ones.

Designating Your Gift:

What you choose to support at Shell Point is entirely up to you. You may designate your gift for any purpose that contributes to our mission and is acceptable to the board of directors.

Gifts to Shell Point may be designated to any number of significant programs including:

Shell Point General Fund: Unrestricted gifts to our general fund allow Shell Point to take advantage of unexpected opportunities and allow us the flexibility to designated gifts wherever the need is greatest at the time.

The Larsen Pavilion: Gifts to The Pavilion will be used to enhance health care and wellness programs and services to allow us to take advantage of the latest innovations in equipment, technology, and care.

Hope Hospice at Shell Point: Gifts to Hope Hospice at Shell Point are used to help us provide the very best medical, social, and spiritual care to the individuals, family members and loved ones in our hospice program.

Memory Care at Shell Point: Gifts to support the Memory Care Program are used to enhance the growing programs and services in behavioral health and memory care offered to residents at Shell Point. To learn more about other Shell Point gift planning opportunities, contact the Legacy Foundation at Shell Point.

Endowment Funds: The Gift That Keeps On Giving An endowment established for the benefit of Shell Point is an investment in the future. Endowments may be established to generate income indefinitely for whatever specific purpose you have designated. That fact makes them uniquely valuable to Shell Point, and therefore especially attractive to individuals who wish to leave a legacy to Shell Point. You may designate your gift or bequest to an established endowment fund such as;

The Friendship Fund or Minister’s & Missionary Fund: These two funds provide the necessary monies to provide benevolent care to residents who require financial assistance to meet their monthly Shell Point expenses.

The Shell Point Institute for Leadership: Earnings generated from this fund are used to support staff training and education programs.

Campus Nature and Conservancy Fund: This fund was established to provide income for campus beautification and projects and programs that enhance the natural surroundings of our community and the enjoyment of nature for our residents.

Shell Point Fine Arts Fund: The Fine Arts Endowment provides funding for programs and services that promote “The Art’s” at Shell Point.

Spiritual Life Fund: Income from this fund is used to support the ongoing work of the spiritual life and chaplaincy program at Shell Point in cooperation with The Village Church.

The Legacy Endowment Circle

The Legacy Endowment Circle recognizes benefactors who establish endowment funds for the benefit of Shell Point. The Endowment Circle provides donors with an opportunity to make a significant and essential investment in our future, while providing a meaningful memorial or commemorative gift option.

Endow a Physician Chair: To endow a physician position at Shell Point requires a minimum gift of $2 million. * Endows a position not a person.

Endow a Program: A minimum gift of $250,000 may establish a named fund to support the following programs and facilities:

Special Giving opportunities: From time to time there is the need for funds for special projects and programs. Please contact the Legacy Foundation at 466-8484 to discuss gifts for facilities, programs, or services not included in the list above.

If you have already included Shell Point in your estate plans, or are considering doing so, we would like the opportunity to say thank you. Having additional information about your plans will help us improve our internal planning and also make us better aware of your particular interests within our community. And, we would like to recognize your generosity and show our appreciation, if you so desire, by including you in our Legacy Society Club.

Please complete the enclosed Legacy Society reply card and return it today to The Legacy Foundation at Shell Point, 15010 Shell Point Blvd., Fort Myers, FL 33908.