For Advisors

Thursday March 22, 2018

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
View Presentation
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl was most successful with real estate investments. It...
Private Letter Ruling
Private Foundation requested advanced approval of its educational grants. Private Foundation plans to operate an educational grant program for individuals studying the arts and theatrical performance....
Washington News
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps...
Article of the Month
According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in...

Information for Attorneys and Other Professionals

The Office of Gift Planning at The Legacy Foundation provides support for a full range of charitable Gift Planning options and services. The Legacy Foundation, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their attorney, financial advisor, estate planning professional, accountant or other appropriate professional before making any material decisions based on information we provide through this website, printed materials or other sources.

We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support The Legacy Foundation's charitable non-profit mission. Please feel free to contact us directly for information or assistance on a confidential basis.

Legal Name

The Legacy Foundation at Shell Point, Inc., the charitable, tax-exempt organization located in Florida.

Christian and Missionary Alliance Foundation DBA Shell Point Retirement Community, the charitable, tax-exempt organization located in Florida.

TAX I.D. Number

The Legacy Foundation at Shell Point, Inc. TAX ID number is #800002415.

Shell Point Retirement Community TAX ID number is #591166437.

Important Information

Click here to download stock transfer instructions for The Legacy Foundation.

Click here to view sample bequest language for The Legacy Foundation.