Articles of Interest

Your Legacy Makes a Difference

by Jeff Cory, CFP, ChFC,
Executive Director

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 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 leading retirement community but will allow us top expand and improve the care we give to each resident and their loved ones.

As you consider your lasting legacy, you must start with the basic question: What are my values? Values are one’s beliefs about what is important. They comprise the filter with which you view the world as well as measure success and happiness. Our values dictate our philanthropic impulses. Philanthropic values, in turn, describe how you wish to make the world a better place in which to live.

Family philanthropy has the potential to provide a safe environment in which children and grandchildren can learn the skills and competencies necessary to lead fulfilling lives. Your philanthropy sends a message to family and friends about the importance of the values of personal and financial generosity—that there is something important to do beyond ourselves to make a difference in the generations to follow.

If you’d like some assistance in planning your lasting legacy, contact the Legacy Foundation for a free, no obligation consultation at 466-8484.