Trusted Support For
Planning | Finances | Giving

Guidance You Can Count On

For more than 25 years, the Legacy Foundation has provided Shell Point residents with trusted guidance and personalized services. Our goal is to support your financial wellbeing, bring ease to complex decisions, and provide peace of mind for you and your loved ones. Our experienced team is here for you every step of the way.

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Bill Pay & Daily Money Management

The Legacy Foundation’s Daily Money Management services streamline finances by organizing paperwork and giving residents and their families assurance that their bills are paid accurately and on time.

We begin by organizing documents, updating addresses, setting up direct deposits, collecting tax records, and coordinating with your attorneys and advisors. This preparation is covered by a one-time set-up fee. Once everything is in place, ongoing personalized services are available for a nominal monthly fee.

Estate Planning & Advisory Services

Thoughtful preparation today provides confidence for tomorrow. The Legacy Foundation helps you organize, plan, and protect what matters most.
  • Review estate plans at no charge
  • Prepare key planning documents (advance directives) — health care surrogate, living will, and HIPAA authorization — at no charge
  • Refer residents to trusted fiduciary partners and attorneys for updates and revisions
  • Organize all assets, liabilities, and accounts into a single, comprehensive binder through the Estate Portfolio service
  • Provide step-by-step guidance for your personal representative through the Estate Settlement Advisory service, coordination with attorneys and f inancial professionals, and optional estate accounting
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Strength in Simplicity

Confidence in planning

Purpose In Giving

Philanthropy & Giving

Shell Point has been blessed by generations of faithful giving. Each gift strengthens our mission and enriches the lives of your neighbors today, while building a foundation for those who will call Shell Point home tomorrow. There are countless opportunities to make a meaningful difference — here are just a few:

Friendship Fund and Minister & Missionary Fund

Supporting neighbors, retired pastors, and missionaries in financial need.

Tribby Arts Center

Inspiring creativity, culture, and fellowship.

Medical & Memory Care

Ensuring exceptional healthcare is available for all residents as their needs evolve.

Employee Scholarships & Training

Encouraging the growth and education of Shell Point’s dedicated staff members and their children/grandchildren.

Giving Opportunities
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A Legacy of Benevolence

Shell Point was founded on a generous act of giving. In the early 1960s, local businessman Berry C. Williams donated 75 acres along the Caloosahatchee River to The Christian and Missionary Alliance, bringing to life his vision for a faith-based retirement community.

That spirit of philanthropy continues to shape who we are today. Through the Legacy Foundation at Shell Point, residents and friends help ensure this tradition of care, innovation, and community endures for generations to come.