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How to Give

How To Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate Shell Point Retirement Community as the beneficiary of your asset by will, trust or other instrument.
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  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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  • Charitable Gift Annuity
    The Legacy Foundation gift annuities are issued through a partnership with The Orchard Foundation or Southwest Florida Community Foundation. You transfer your cash or appreciated property to the respective foundation in exchange for a partial income tax deduction and a lifetime stream of income.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You transfer your cash or property to fund a lead trust that makes gifts to Shell Point Retirement Community for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
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  • Sale and Unitrust
    If you give a portion of your property to Shell Point Retirement Community to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.
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  • Bargain Sale
    Shell Point Retirement Community purchases your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
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  • Life Estate Reserved
    You may desire to leave your home or farm to Shell Point Retirement Community at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need.
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