The Legacy is a specialized non-profit organization created to connect Shell Point residents with helpful financial and wealth planning concierge services. We work alongside your bankers, financial and tax advisors, attorneys and other professionals to provide a seamless giving experience.
At the Legacy Foundation, we believe that individuals are designed with the innate desire to make a difference, leave their mark, and live a purposeful life that extends well beyond themselves.
A legacy is the story we leave behind—shaped by our faith, families, friendships, acts of service, and the causes we care about. Planning ahead allows us to pass on our values and create a future filled with hope for the people and community we love.
In the early 1960’s, local businessman and real estate developer, Berry C. Williams, was inspired by a vision for a retirement community along the shores of the Caloosahatchee River in an area long known as “Shell Point.” This vision took root in a significant charitable gift of 75 acres of prime waterfront property by Mr. Williams to The Christian and Missionary Alliance for the development of Shell Point Retirement Community.
Since its founding, this spirit of philanthropy and giving has been at the core of the mission and ministry of Shell Point. And today, the importance of philanthropic support to our vision for the future is just as vital. Your gifts today and in the future, will allow Shell Point to not only remain a leader in the industry, but will allow us to expand and improve the care we give to each resident and their loved ones.
If the answer is yes, we’d like to invite you to become a member of our Shell Point Legacy Society! Please contact the Legacy Foundation at (239) 466-8484 to learn more.
The Legacy Foundation at Shell Point recommends that each person should consult with his or her qualified advisors about their specific situation before making any decisions. This publication is intended to provide accurate, general information, not legal or tax advice.
We do not disclose any non-public personal information about our current or former clients except as instructed to do so by such individuals. We restrict access to non-public information to those professionals our clients request to assist in the completion of legal, tax, and financial services. We maintain physical, electronic, and procedural safeguards to protect a client’s non-public personal information.
15070 Shell Point Boulevard, Fort Myers, FL 33908
Tax ID: 80-0002415