Using appreciated stock to establish a charitable gift annuity was a win-win situation...more
A Gift Annuity will provide us dependable income for the rest of our lives...more
We're happy to support The Heart of it All Campaign with a gift of stock...more
Discover the Reciprocal
Benefits of Gift Planning with
The Legacy Foundation at Shell Point
Last Call for our highest gift annuity rates.
Payout rates for gift annuities will drop effective July 1st. Now is the time to ensure the current higher returns. Contact us today for more information.
You believe in the work of Shell Point, and you want to ensure that our community will provide the very best in lifestyle and lifecare in the lives of generations of individuals to come. You want your gift to make a difference for us, but are concerned about your own future financial needs and those of your family.
We deeply appreciate your assistance, and try to make it as rewarding for you as it is for us. That's why we want you to know about the financial tools you can use to plan your gift to us so that it returns benefits to you:
You don't have to use cash to make your gift -- you can give ShellPoint appreciated securities instead, and use an asset that costs you less than the tax deduction you'll get for it today.
You may be holding assets that would benefit Shell Point more than they do you-- such as a life insurance policy that you no longer need, a parcel of real estate like a second home or undeveloped land, or a collection of books or artwork that you no longer have room to display.
You can make a gift that costs you nothing during your lifetime- make Shell Point a beneficiary of your will or revocable trust, or a beneficiary of your retirement plan, and leave your cash flow and current financial planning uninterrupted.
These tools are called planned gifts, and this website is the place to learn more about them. Where to start? If you already know something about your giving options, click on Ways to Give Wisely and go right to the planned gifts that you want to read more about. If you're not sure how a gift can meet both your charitable and personal goals, first go to Discover the Benefits of Giving Wisely to learn how planned gifts work and how they can stretch your giving ability.
When you're ready to hear more, complete the Information Request Form for follow-up information from us.
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
