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Bill and Barbara Maruchi

Bill and Barbara Maruchi

"Using appreciated stock to establish a charitable gift annuity was a win-win situation for us and Shell Point. We avoided capital gains tax on our appreciated stock and also received a charitable tax deduction, while assisting Shell Point in their programs to benefit all residents. We also receive a nice monthly income from the gift annuity for the rest of our lifetimes."

"Purchasing our gift annuity with the Legacy Foundation was simple and took just a few minutes. We couldn't be happier with the tax and income benefits we will receive for our lifetimes, while benefiting Shell Point."


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