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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to The Legacy Foundation at Shell Point, Inc. that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
Shell Point
Charity image

Benefits of Your Bequest

  • Receive estate tax charitable deduction.
  • Lessen the burden of taxes on your family.
  • Leave a lasting legacy.

How Do You Make a Bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift to be made to family, friends or Shell Point Retirement Community as part of your estate plan.

Click Here to review sample bequest language.

Your Bequest Options

A bequest may be made in several ways:

  • Gift of a percentage of your estate
  • Gift of a specific dollar amount or asset
  • Gift from the balance or residue of your estate

Making a Bequest of Your Retirement Assets

A retirement asset, such as an IRA account, makes an excellent bequest to us. If the IRA were given to your family, much of the value may be lost through estate and income taxes. By designating Shell Point Retirement Community as the beneficiary of all or part of your IRA (using a beneficiary designation form provided by your custodian), the full value of the gift is transferred tax-free at your death and your estate receives an estate tax charitable deduction.

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