For Advisors

Tuesday March 19, 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.
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
Abigail Green was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all of her finances and played golf each weekend. In addition to her busy...
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Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(6) as a business league. In its articles of incorporation, Organization stated that it is operated for educational purposes in the field of...
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Washington News
In IR-2019-41, as part of a Tax Time Guide series, the Service offered specific tips for protecting personal information. Each tax season, the Service receives many complaints about con artists who...
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Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the property's fair market value...
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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.


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