Gifts that pay you back

Michael and Shirley have given back to the community in many remarkable ways. One of their philanthropic priorities is ensuring Naples has the best health care available. The couple are longtime NCH Medical Diplomats and they made a significant contribution to the state-of-the-art Emergency Department renovation at the NCH Baker Downtown Hospital. Recently, the couple decided they wanted to have an even bigger impact through a gift annuity.

“It was important to us to make a financial gift that has lasting impact,” Michael said of their decision to contribute through an annuity. “This strategy allows NCH to benefit from a perpetual endowment that will make a difference long after we are gone. As a wealth advisor, I also highly recommend this approach as a wise financial strategy. The rate of return on this annuity is significantly higher than other investments. It’s truly a win all the way around.”