For Advisors

Sunday November 17, 2019

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.
More
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
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
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
More
Private Letter Ruling
Private Foundation (Foundation) requests advance approval of its educational grant procedure under Sec. 4945(g)(3). Foundation will operate an educational grant program to provide financial support to...
More
Washington News
With the doubling of the standard deduction in 2018, the number of taxpayers who itemized deductions declined substantially. In 2017, nearly 30% of taxpayers itemized, but with the larger standard...
More
Article of the Month
Many parents with midsized and larger estates would like to benefit children with an inheritance. An inheritance is not meant to make children worse people, but rather it is given in the hope that...
More

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.


scriptsknown