Residence Magazine | Naples August/September 2021

RESIDENCE NAPLES / BONITA SPRINGS / ESTERO / MARCO ISLAND

CONNERS

VANDERBILT BEACH 260 CHANNEL DRIVE

more on page 18-19

E X C L U S I V E LY L I S T E D B Y:

Lesley Garlock & John Egan

WILLIAM RAVEIS REAL ESTATE SOUTH BAY TEAM

239.300.8779

Move-in Ready!

Antilles offers the best of

Naples.

MODELS OPEN DAILY Coach Homes & Condos Starting in the low $400’s

Monday - Saturday 10am-5pm Sunday 12-5pm

Phase One 70% Sold Out! AntillesNaples.com

DRIVING DIRECTIONS: Three miles south of US 41 on Collier Blvd., (SR951.) Turn east on Port Au Prince Road, just north of Fiddler Creek’s entrance. Antilles’ gated entrance is set back 1/4 mile from 951.

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Pet Tennis Friendly

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Olde Naples TRUST THE 3 2

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Walk to Beach

WalkBay to Beach View

Walk Bay to Beach View

CAPTIVATING BAY VIEWS

BAREFOOT PELICAN | VANDERBILT BEACH

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Pet Friendly

NAPLES HIDEAWAY 3| 3 |3 |3 || |3 ||

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Tennis Hot Friendly Hot Lake HotLake Walk to Walk Pool to WalkPool to Pool 3+Den 1/2 3 3 3 +Den +Den1/2 1/2 +Den +Den 207 Broad FL 34102 Tub Tub View TubView BeachAve S, Naples, Beach Beach Contact Lesley and John for more information on these spectacular Barefoot Pelican residences.

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3

$ 1 2 ,0 0 0/ M o n t h

1

Bedroom

Lesley Garlock

Sleeps 4 People

3 2

Pet

Walking Distance to Shops

Walking Distance to Beach

SOUTH BAY

REAL ESTATE REAL •239.289.1351 MORTGAGE ESTATE REAL • MORTGAGE • ESTATE INSURANCE • MORTGAGE • INSURANCE • INSURANCE

S OLesley.Garlock@raveis.com U T H B AY S OTU ET AH M B AYSTOEUATMH B AY T E A M

TEAM

SALES & RENTALS John Lesley Garlock Lesley&Garlock John Lesley Egan & Garlock John | 9060 Egan &Gulf John | Egan 9060 Shore Egan Gulf Drive | 9060 Shore Naples, Gulf Drive Shore FL Naples, | 239.289.1351 Drive FLNaples, | 239.289.1351 FL | 239.28

239.300.8779 John.Egan@raveis.com

Recognized as the #1 Luxury Brokerage

by Leading Real Estate Companies of the World

130 Offices Over 4,200 Sales Associates Over $11 Billion Residential Sales 9 States - CT, FL, MA, ME, NH, NJ, NY, RI, VT

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B D R

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

B AREFOOT B EACH ’ S NEWEST BAYFRONT RESIDENCE CUR5,700 ACSQFT & 11,261 TOTAL SQFT , ONE OF S OUTHPORTS LARGEST BAY LOTS , GATED , PRIVATE BEACH ACCESS , DOCK , ELEVATED POOL . - $5,885,000

RENTLY UNDERWAY .

239.947.6111

WWW.BARRYDENICOLA.COM

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

N A P L E S

B D R

B EAUTIFUL

POINT LOT SETTING FACING WEST TOWARDS THE

GULF , PASS MOMENTS AWAY VIA BOAT DOCK .

P ROPERTY

CAN

BE PURCHASED FULLY BUILT OR AS - IS WITH BUILDING PLANS .

P LEASE

CALL FOR

D ETAILS & P RICING !

239.947.6111

WWW.BARRYDENICOLA.COM 5

PINE RIDGE ESTATES 6762 Trail Blvd - Lakefront estate home on 1.35 acres in Pine Ridge Estates. Wonderful opportunity to purchase a lakefront home with a fabulous view of Lake Egret with 330 ft of lakefront. Totally fenced and gated- enter and feel instantly at home. This 3BR + Den 5BA (3 full 2 half) 3 car garage home has so much to offer. Open and bright. Roam the grounds & discover the air conditioned detached oversized eight-car garage with 2nd floor that can be converted to living space. Do not miss this stunning home! Call for more information.

QUAIL WOODS 9250 The Lane - Stunning Quail Woods home with 4 BR & 3.5 BA and a wonderful bonus room. Totally updated and move-in ready. The home was custom built and meticulously maintained and features a wine cellar, fireplace, new outdoor kitchen, new water heaters, new flooring, new doors, the list goes on & on. The location is fabulous close to everything you want & need.

LOGAN WOODS 5560 Tamarind Ridge Drive - Wonderful opportunity to purchase in Logan Woods. The 2.1 acre lot is 331 feet by 278 feet – a rare square lot and is located WEST of Logan Blvd making it extremely private. This 4 bedroom 3 bathroom home has plenty of room for family and friends with over 2800 square feet under air. The location is ideal, close in and close to everything you need and want. Offered at $725,000

TEAM KLUBERDANZ

Lois Kluberdanz LLC: 239.250.0273 • lois@teamklub.com Kurt Kluberdanz LLC: 239.877.3642 • kurt@teamklub.com Office: 239.280.2244 • www.teamkluberdanz.com “Making Personal Real Estate Services Our Top Priority”

275 Broad Avenue South Naples, Florida 34102

1703 Persimmon Drive 5 BEDROOMS + DEN/5.5 BATHS/3 CAR GARAGE/$2,995,000 Magnificent oversized outdoor area with pool, spa, private sun patios, outdoor kitchen, fireplace. and breathtaking views. 1 bedroom/1 full bath in Poolside Cabana. This custom Executive Retreat boasts 5 bedrooms + den/5.5 baths/3 car garage and a second floor with full bath, ample kitchen/wet bar/closet and perfect setting for recreation, family fun, or spacious entertaining.

MARSH LINKS in Pelican Marsh Willoughby Acres W NE

Falling Waters

G TIN LIS

216 Johnnycake Drive

2345 Hidden Lake Drive, #4

3 Bed/2 Bath/2 Car Garage/$499,900 Tastefully renovated home--Fabulous location!

2 Bed/2 Bath/1 Car Garage/$345,000 Affordable resort style living -- tastefully renovated unit.

BE AC H

NT RO F Y BA

Port Royal 275 Champney Bay 4 BEDROOMS + DEN/5 FULL, 2 HALF BATHS/$15,500,000 Unique estate offers the two most desired features in Naples, direct beach ownership and waterfront direct Gulf of Mexico boating access for three large vessels. Once in a lifetime opportunity!

Maria Finazzo 239.287.1899

Maria@TheFiorettiTeam.com

Rick Fioretti 239.370.3200

Rick@TheFiorettiTeam.com

Chris Higgins

239.860.1585

ChrisHigginsRealtor@gmail.com

Charles Koors 239.300.1375

Charles@CharlesKoors.com

©2021 BHH Affiliates, LLC. An independently owned and operated franchisee of BHH Affiliates, LLC. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered service marks of HomeServices of America, Inc.® Equal Housing Opportunity.

FR ON T

Vanderbilt Beach - Conners

The Dunes of Naples - Grande Excelsior

Lesley Garlock/John Egan 239.289.1351/239.300.8779

Jill Nesbitt & Larry Lane 269.274.2650 / 239.572.3311

260 Channel Dr I $13,900,000

Andalucia - Andalucia

1470 Serrano Cir | $679,000 Roy Migeot 239.200.3107

Recognized as the #1 Luxury Brokerage

by Leading Real Estate Companies of the World

285 Grande Way #Ph-4 I $3,249,000

Berkshire Lakes - Newcastle

700 Landover Cir #101 | $279,900 Arlys Krauel 239.571.3066

VACATION RENTAL

VACATION RENTAL

Bonita Beach

27825 Hickory Blvd | $18,000/month Ellen Jolley 239.206.6935

275 Indies Way #1205 | $18,000/month Lesley Garlock 239.289.1351

VACATION RENTAL

Park Shore - Colonade

261 Colonade Cir #2701 | $11,000/month Nathan Dyer 417.350.7803

N A P L E S

VACATION RENTAL

The Dunes - Grande Phoenician

Vanderbilt Beach - Gulf Cove

10562 Gulfshore Dr #202 | $8,000/month John Egan 239.300.8779

SOUTH BAY TEAM

SALES & RENTALS 9060 Gulf Shore Drive | Naples

239.594.2226

9

n Today!

CUSTOMER TESTIMONIALS:

Going through a divorce is a challenging or

m

Chris Blondin was EXCELLENT & PHENOMINAL. The

to purchase a condo in Bonita Springs Keeping everyone safe is amid

buyer was a foreign national & his agent was lazy &

When you need a pro...

our utmost priority, but we

Blondin who was my angel from above!

He understand that you may

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2

misrepresented facts and timing. Chris was fantastic

OUR OUTDOOR VISION TO LIFE

customers throughout the past months.

embraced my insane NY needs, goals, and

more highly.

FREE SERVICE away CALL from home. He listens and cares and

20

• Increasing our virtual presence

gap between the impossible and my budge • Staying in touch using the latest technology

- Gary Johnson - Ft. Myers Beach, FL 14

16

az in es

13

to move!

Call to A/C Joe! 239.540.5940 the dust settled in my still lifeneed while maintaining at keeping this transaction conclusion.

I could not CallACjoe.com and care for over months.....and when th Our12 team has continued to service our be more satisfied with him nor recommend them 4409 SE 16th Place • Cape Coral

• Understanding new social requirements

FOR NEW CUSTOMERS a saint......I’ve recommended him to all my f • Continuing the excellence in customer service you have come to expect!

40

35

When you need a pro... anyone who is fortunate to have him workin SELLING MARCO ISLAND

b.

ag

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22

FREE Service Call includes inspection of your system with a Qualified Technician.

New Customer is defined as any customer who has not used If you are looking to buy or sell in SW Florida, Roddy Darlene A/C Joe in the last 2 years. (with repair) A powerful combination of skills and talent: give us a call to find out how we can help you Sales Associate, Associate, P.A., P.A., CLHMS, CRS Sales CLHMS, CRS

be forever grateful!!

ANDwill NAPLES FLORIDA Call A/C Joe! 239.540.5940 Luxury property for over 20 years.

Y

Darlene Roddy

239.404.0685 239.404.0685 Sales Associate, P.A., CLHMS, CRS Darlene.Roddy@PremierSIR.com Darlene.Roddy@PremierSIR.com 239.404.0685 darleneroddy.premiersothebysrealty.com LuxuryMarcoIsland.com Darlene.Roddy@PremierSIR.com LuxuryMarcoIsland.com

Saturday 5pm 12-5pm

em

CallACjoe.com

Certified Luxury Home Specialist, Dollar Guild A •powerful combination of skillsMillion and get talent: to your next adventure!

•• Design education Certified Luxury Home Specialist, Million Dollar Guild Extraordinary customer service •• Design education

WE WILL CONTINUE TO BE HERE FORGrill YOU! - Mary Ann

and persistent attention to detail Call•• Strong me forfocus a private marketing consultation Extraordinary customer service Unparalleled service •• Strong focus concierge and persistent attention to detail

When looking to buy or sell,

4409 SE 16th Place • Cape Coral

• Unparalleled concierge service

Sotheby’s International Realty® and the Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity. Property information herein is derived from various sources including, but not limited to, county records and multiple listing services, and may include approximations. All information is deemed accurate and neither suggests nor infers that Sotheby’s International Realty participated as either the listing or cooperating agent or broker in the sale or purchase of the properties depicted.

Sotheby’s International Realty® and the Sotheby’s International Realty logo are registered service marks used with permission. Each office is independently owned and operated. Equal Housing Opportunity. Property information herein is derived from various sources including, but not limited to, county records and multiple listing services, and may include approximations. All information is deemed accurate and neither suggests nor infers that Sotheby’s International Realty participated as either the listing or cooperating agent or broker in the sale or purchase of the properties depicted.

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Naples!

remember, Chris is on your si

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RESIDENCE FREE SERVICE CALL CHRIS BLONDIN REALTOR FOR NEW CUSTOMERS featured 239.877.3497 NAPLES / BONITA SPRINGS / ESTERO / MARCO ISLAND

w. re

si

n Port Au Prince Road, just t back 1/4 mile from 951.

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FREE Service Call includes inspection of your system with a Qualified Technician.

LESLEY GARLOCK & JOHN EGAN WILLIAM RAVEIS New Customer is defined as any customer who has not used REAL ESTATE SOUTH Let BAY TEAM .....................................................

FC; A3;Winning 8-9; 18-19 Me Help You Achieve Your Goals By Formulating Strategy A/C Joe in the last 2 years. (with same day repair)

www.GrupCoastalLivingLLP.com

Chris@InfinityGroupSWFL.co

13 NAPLES EXCLUSIVE PROPERTIES ....................................................................... 3-34

BONITA/ESTERO EXCLUSIVE PROPERTIES ....................................................... 41-45 MARCO ISLAND EXCLUSIVE PROPERTIES ......................................................... 46-51 BARRY DENICOLA REALTY ................................................................... BC; 4-5; 44-45 Each Office is Independently Owned And Operated.

PREFERRED BUSINESS AFFILIATES

26381 S Tamiami Trail Suite 300 Bonita Springs, FL 34134

ACCURATE SOLUTIONS ........................................................................................... 17 CALEY RACHAEL ..................................................................................................... 22 AC JOE ................................................................................................................ 26-27 ALL ABOUT CLOSETS .............................................................................................. 29

ED WOLLMAN WILLS AND TRUSTS......................................................................... 30 rete Pavers, Natural Stone, POHL CUSTOM CABINETRY..................................................................................... 37 ressure Washing & Sealing

om ded d ent ppy

Brian Ritz, 239.272.5129, Brian@finemagazine.com PRESIDENT/MANAGING EDITOR

Michael Cooper, 239.227.9339, residence249@gmail.com

Let Accurate Bring Your Outdoor Vision to Life.

SALES & PLACEMENT

Christopher LaFollette & Ryan Rader, ryan@fineportfolio.com DESIGN

SPACE RESERVATIONS BY AUGUST 25TH FOR THE SEPTEMBER ISSUE

29

Specializing in Luxury Properties

IN PARK SHORE & MOORINGS

PRIVATE BEACH CLUB MEMBERSHIP PRIVATE BEACH CLUB MEMBERSHIP

3

THE DUNES THE DUNES 275 Indies Way #705 275 Indies Way #705

$ 1 , 2 5 0 , 0 0 0$ 1 , 2 5 0 , 0 0 0

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Beach Club

Gulf / Bay Views

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Beach Club

Gulf / Bay Views

featured property

WALK BEACH TO VANDERBILT BEACH WALK TO VANDERBILT

E

3

NAPLES HANSEN TEAM

NAPLES PARKwww.NaplesHansenTeam.com NAPLES PARK CURT STEVENS J U DY H A N S E N 541 92nd Avenue 541 North92nd Avenue North 410.703.6294

$ 4Estates 89 $ 4AVE 8 9NW, 0| Golden 0 0 Gate 320 18TH

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Offered at: $675,000 Walk to Beach

E MORTGAGE • INSURANCE E •• INSURANCE

SEAM O U T H B AY T E A M

Pet Friendly

|

,000

Curt@NaplesHansenTeam.com

Walk to Beach

|

Bring Your Highest Expectations™

239.248.4735

Judy@NaplesHansenTeam.com

JORGE I. VELASQUEZ P.A.

239.293.5427

Pet Jorge@NaplesHansenTeam.com Friendly

NG I D

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PE

HIGH-RISE LUXURY

4931 Bonita Bay Blvd UNIT 601, Bonita Springs, FL 34134 4 Bed | 4 Bath Designer Furnished / Master Renovation Just Finished Boasting Over 4,200 Square Feet Offered at $2,500,000

Recognized as the #1 Luxury Brokerage

by Leading Real Estate Companies of the World

Bonita Bay’s Azure Best Value In Bonita Bay!!!

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A WINNING COMBINATION OF BUSINESS STRATEGY, CREATIVITY AND EXCEPTIONAL CUSTOMER SERVICE. BUSINESS PERSON FIRST Renée's former career as a Senior Executive in Corporate America equips her with the business acumen and a strategic mindset to uniquely benefit her customers.

STYLING HOMES TO SELL The creativity & vision that Renée brings to every home she works with allows her listings to stand out from the competition and facilitates getting properties sold.

SERVICE & RESULTS Renée not only delivers results, but her commitment and tireless work ethic have consistently earned her top awards and 5star ratings from customers. 2020 Chairman's Elite Club.

BECAUSE GOOD ENOUGH...

JUST ISN'T! Renée Hahn, P.A. Luxury Properties Specialist MBA | CNE | CLHMS 239.287.2576 Renee@YourNaplesExpert.com

www.YourNaplesExpert.com www.ReneeHahn.raveis.com

Top 3% in Naples

For more detailed information on these beautiful properties, go to NardiRealty.com

THE ART OF REAL ESTATE ROBERT NARDI

239.293.3592 | Robert@NardiRealty.com www.NardiRealty.com

“We treat every customer like our only customer.”

Online Virtual Tours

@NardiRealtor

R FO

L TA EN R AL NU N A

LE SA

VANDERBILT SHORES 10701 Gulf Shore Dr #402 - $1,500,000

2 BR/2BA Condo Spectacular Western Views of the Gulf of Mexico

WE HAVE BUYERS!

STERLING OAKS $2,495/month

Large 3BR+Den/2BA/2nd floor, 1-car garage with long lake view

Thinking about putting your home on the market?

We have numerous Buyers ready to Buy. We could save you thousands in commissions.

WE NEED RENTALS!

You can make some extra cash this summer and fall by renting your furnished condo/home or if you would like to rent your property during January, February, and/or March, we have renters on a waiting list ready to sign a lease. Even if you have an unfurnished property, it will make a great annual rental. The rental market is booming, and rents are at an all time high. Why not put a few dollars in your pocket? Rental income can help pay your yearly insurance, taxes, utilities, and Homeowners’ Association/Condominium Maintenance dues.

Call 239-293-3592, send an e-mail to Robert@NardiRealty.com and/or search www.BuyNaples.Net!

MAKE ONE OF YOUR BIGGEST ASSETS WORK FOR YOU TODAY! LD SO

LD SO

VANDERBILT BEACH

NORTH NAPLES

10701 Gulf Shore Dr #1502 - $1,225,000

548 Carpenter Ct - $710,000

Fantastic penthouse w/gorgeous western views of the Gulf of Mexico & spectacular eastern views of the city & bay!

Beautifully appointed 4 BR/3.5 BA home with Guest Cabana all overlooking a gorgeous pool area.

15

DEDE A. KRIEGBAUM PRESENTS

JU

ST

L

T IS

ED SO

LD

8133 LOWBANK DRIVE

242 COLONADE CIRCLE

4 BEDROOOMS + DEN | 5 BATHS | 3 CAR GARAGE $1,200,000

3 BRS | 3 BATHS | 2 CAR GARAGE $1,595,000

SO

LD

SO

193 COLONADE CIRCLE

269 COLONADE CIRCLE

2 BRS + DEN | 2.5 BATHS | 1 CAR GARAGE TURNKEY $925,000

Dede A. Kriegbaum

LD

3 BRS | 2 BATHS | 2 CAR GARAGE $995,000

PA

REALTOR®

(239) 784-4011 dedekriegbaum@yahoo.com

www.dedenaples.com

8 9 5 5 Fo n t a n a D e l S o l Way Nap les , FL 3 4 1 0 9

LET ACCURATE BRING YOUR OUTDOOR VISION TO LIFE

Interlocking Concrete Pavers, Natural Stone, Retaining Walls, Pressure Washing & Sealing "Thank you for the outstanding paver job your company recently completed at our residence. From start to finish you covered all the bases. You provided a fair and thorough proposal. The demolition and construction crews were very conscientious, efficient and skilled in completing the project. We are so happy with the outcome and what a difference the pavers have made to the curb appeal of our home. We look forward to many years of enjoyment."

— Norman J.T.

Let Accurate Bring Your Outdoor Vision to Life.

239-405-8255

www.AccuratePavers.net

260 CHANNEL DRIVE CONNERS | VANDERBILT BEACH OFFERED AT $13,900,000

LUXURY PROPERTIES 9060 Gulf Shore Drive | Naples | FL 34108

SCAN FOR FULL LISTING

5 BEDS + OFFICE + THEATRE 5 FULL BATHS, 2 HALF BATHS 7,543 LIVING SQUARE FEET 3-CAR GARAGE GULF ACCESS + STEPS TO BEACH

LESLEY GARLOCK

JOHN EGAN

239.289.1351 Lesley.Garlock@raveis.com

239.300.8779 John.Egan@raveis.com

LESLEY&JOHN LESLEYANDJOHNNAPLES.COM

19

Naples

1208 Royal Palm Drive

BRIAN GIACOMELLO B R O K E R A S S O C I AT E

239.281.5269 brian@liveinswfl.com

N A P L E S

Driving down Royal Palm Dr. the first thing you notice are all the mature royal palms that line the entire street. As you enter the driveway, the titanium colored pavers and freshly done landscaping offset magically against the brand new dove white colored home. Upon entering your new home, you will notice a large open floor plan with lots of natural southern exposure light gleaming through the PGT impact glass windows and sliders. Goldin Oak flooring flows throughout the house merging flawlessly with the Italian porcelain tile floors in the main bathroom. The 8ft solid doors and 10ft ceiling heights add to the spacious feel of the great room. The white Shaker cabinets in the kitchen mesh seamlessly with the quartz countertops and the matte black finishing of cabinet hardware and light fixtures. Outside you will find a large covered lanai space that overlooks a fenced in backyard that is fit for entertaining complete with access to the half bath. The backyard has plenty of room for a pool and more. This home is ready for you to get creative outside and make it your own. Call for pricing.

LUX International Properties • 300 Fifth Ave S. Suite 227, Naples, FL 34102

21

feeling

OVERWHELMED

“Are you feeling overwhelmed with your unorganized home?

Well, you’re not alone. It’s tough not having enough time or motivation to organize your home or unpack after a move -that’s where Clean Up With Cal comes in. If you’ve just about had it with your cluttered home or office and don’t even know where to start, I’m here to help. As a lifelong organization enthusiast turned professional organizer, I can help you create customized systems that work flawlessly with you and your family’s lifestyle. Beyond basic organization, I also provide compassionate support to people disposing of belongings from a recently passed loved one. No matter your situation, I’m here to provide friendly, stress-free suggestions, and I always work with my clients to make sure their feelings and needs are centered in every decision. Give Clean Up With Cal a call today, and I’ll organize and declutter, show you how to maintain your new surroundings, and leave you with a neat space you’ll love to come home to.”

Caley Rachele

PROFESSIONAL ORGANIZER

239-293-4826 www.cleanupwithcal.com @cleanupwithcal

“ I he lp bus y f am ilie s , em p t y n e s ters an d en t re pren eu r s s im plif y t he ir daily act ivi t i es w it h o rgan izat io n s erv i c es an d cus to m ize d s ys tem s to m ain t ain a n e at s pace .” before

after

ESPLANADE

9249 Esplanade Blvd, Naples, FL 34119 4 Bedrooms | Den | 4.5 Baths | 3,591 Sq Ft This 2.5 year old Stock “Glenmore” features 4 Bedrooms+Den, 4.5 Baths, 3 Car Garage, & 3591 Sq Ft under air. Highly desired lake/ golf course views & southwest exposure makes this home light & bright! A long list of special features include: Hurricane impact glass & electric roll down shutters; NATURAL GAS; 12-14’ ceilings; pool/spa complete with limestone deck & water bowls; 10’ sliding glass doors/8’ interior doors; whole house generator; wrought iron front door; outdoor kitchen with marine grade cabinets; 100’ wide estate lot; and more! Full Golf Membership is included with this home.

$2,700,000 Furnished

For more information, visit: www.ChrisLecca.com

Chris Lecca,

Your North Naples Specialist

PA, REALTOR

239.776.5423 www.ChrisLecca.com Dow ning -F rye Re a lt y

|

8 9 5 0 F on tan a de S ol Way # 1 0 0

|

Napl es, FL 3 4 1 0 9

ESPLANADE

9392 Rapallo Street, Naples, FL 34119 3 Bedrooms | Den | 3.5 Baths | 2,862 Sq Ft This two year old expanded “Francesco” features 3 Bedrooms+Den, 3.5 Baths, 3 Car Garage, & 2862 Sq Ft under air. Situated on highly desired golf course view lot, this home features a long list of special features: custom pool complete with oversized 9x9 spa, sunshelf, and travertine marble deck; natural gas; 12-13’ ceilings/8’ interior doors; outdoor kitchen; finished garage floor; two sets of pocketing sliding doors; cypress wood lanai ceiling; electric hurricane roll down shutters on the lanai; transom windows throughout; wet bar w bev cooler; & more! Full Golf Membership is included with this home.

Offered at $1,990,000 For more information, visit: www.ChrisLecca.com

Chris Lecca,

PA, REALTOR

Your North Naples Specialist

239.776.5423 www.ChrisLecca.com D owning-Frye R e a lt y

|

8950 F on tan a de S ol Way # 1 0 0

|

Napl e s , F L 3 4 1 0 9

4600 Azalea Drive. Naples, FL 34119 4 Bedrooms+Den+Loft+Bonus Room 5.5 Baths | 4857 Sq Ft

N A P L E S

STONECREEK

This FULLY FURNISHED 2.5 year old “Dubonnet Grande” is situated on an oversized half acre lot overlooking the lake!

You will be impressed the moment you walk in the door to 20’ ceilings, marble & wood floors throughout, motorized window coverings, and highly upgraded kitchen including a GAS range!

Southwest exposure makes this home light & bright! Outside, you will find a fenced in backyard complete with extra landscaping, oversized 19’x30’ heated pool with raised sunning deck, and built-in grill. Other fine appointments include IMPACT WINDOWS & DOORS, two tankless gas hot water heaters, BRAND NEW 24KW WHOLE HOUSE GENERATOR, solid core doors, closet builtins throughout, high end special order chandeliers, and more!

StoneCreek is located just north of Immokalee Rd, just 1.2 miles east of I75. The 6.25 acre recreation site features a resort-style pool, lap pool, wet play activity center, whirlpool spa, firepit, lake overlook pier and pavilion, 5 clay tennis courts with shade pavilions, 4 pickleball courts, beach volleyball court, full size basketball court, shaded tot lot, and a party pavilion.

Offered at $1,990,000 Furnished For more information, visit: www.ChrisLecca.com

Chris Lecca,

PA, REALTOR

Your North Naples Specialist

239.776.5423 www.ChrisLecca.com D owning-Frye Re a lt y

|

8950 F on tan a de S ol Way # 1 0 0

|

Napl e s , F L 3 4 1 0 9

25

Sales • Service • Installation

Sales • Service • Installation 3 Generations Of Professional Service

3 Generations Of Professional Service

When you need a pro...

Call A/C Joe! 239.540.5940 CallACjoe.com

4409 SE 16th Place • Cape Coral

FREE SERVICE CALL FOR NEW CUSTOMERS

When you need a pro...

FREE Service Call includes inspection of your system with a Qualified Technician.

New Customer is defined as any customer who has not used A/C Joe in the last 2 years. (with repair)

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4409 SE 16th Place • Cape Coral

FREE SERVICE CALL FOR NEW CUSTOMERS

FREE Service Call includes inspection of your system with a Qualified Technician.

New Customer is defined as any customer who has not used A/C Joe in the last 2 years. (with same day repair)

Lee County Collier County Charlotte County 239.304.0343

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BarBara salinas

the expertise is real estate... the name is Barbara

Direct (239) 449-2733 • Office (239) 598-0059 toll Free (800) 685-4444 e-mail: BSalinas@JohnRWood.com

Bring Your Highest Expectations™ 1185 immokalee rd. #300 Naples, Fl 34110

Professional Service with Personal Attention LISTED! eXPanSiVeJUST goLF CouRSe VieW!

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N A P L E S

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BLUE SKIES 821 Fifth Ave South #105, Naples, FL 34102

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31

2050

Imperial Golf Course Blvd

Imperial Golf Estates 4BR/3BA | Listed at $1,295,000 Sparkling lake views captivate as you walk through the grand entrance of this waterfront pool home. Tall sliders pocket to allow the outside to blend into all areas of this home. New custom kitchen with soft closing drawers and cabinets and built-in wine cooler. The covered lanai area and customdesigned pool and spa bring the Florida lifestyle home. Sunsets every night!

the wis e choice Debbie Frost REALTOR®

239.250.8701 l Deb@DebFrost.com l www.DebFrost.com

G

IN ND

Quail West

PE

6411 HIGHCROFT DRIVE

Stunning European inspired custom home features 6 bedrooms & 7 baths with 8,000 sf of luxurious living. The incredible soaring ceilings and floating staircase are complimented with finely crafted millwork, marble and stone details throughout. You will love the spacious gourmet kitchen & wine bar, billiard room, theater and gym. This home features amazing outdoor spaces with a lagoon-style pool, waterfalls and spa, plus a summer kitchen making entertaining a breeze. Car collectors 6 bay garage. Exquisitely renovated Grand Club House and two 18 hole courses. Golf membership is optional. $4,999,990

Pine Ridge

188 WEST STREET

This stately residence reflects a classic and timeless design, the epitome of elegance and beauty! The home has been thoughtfully designed using the finest finishes, craftmanship and home automation for the discerning buyer. Featuring 6 beds, 7 full & 3 half baths, desirable open floor plan, soaring ceilings and walls of windows to enhance the natural beauty of the wood and marble elements. A luxurious outdoor living space awaits you, with all the comforts and conveniences to enjoy the Florida lifestyle to the fullest. Offered furnished $7,500,500 1st floor

LD

2nd floor

Pelican Bay

SO

5555 HERON POINT #402

Rarely available, The Heron at Pelican Bay! This spacious 2,500 SF, 2 + den condo offers breathtaking sunset views of the Gulf, pool, tropical foliage, and twinkling lights of the Pelican Bay Skyline. The Heron is a low-density high-rise with only 2 units per floor with a freshly re-imagined Social Room & Fitness Center and miles of hiking and biking trails. Enjoy all that Pelican Bay Has to offer, take a stroll on the boardwalk, or hop on the Beach Tram to enjoy some fun in the sun! Paradise awaits you! $925,000

LD

LD

SO

SO

Pine Ridge

Golden Gate Estates RONALD AGIN PA 239.289.2973

Ron@YourNaplesLuxuryHomes.com

Location & Privacy G O L D E N G AT E E S TAT E S , N A P L E S , F L 3 BED S | 2 B ATH S | 1,222 S F | $449,900 Property Info: Set back from the main road and nestled among the trees, this well-maintained residence offers complete privacy, yet is still conveniently located to shopping and dining. Situated on 1.14 acres, the home features an open floor plan with 3 bedrooms and 2 baths. The living area is bright and welcoming as you enter the home, with its bank of windows, high ceilings, and luxury vinyl plank flooring. This secluded, spacious property provides the best of outdoor living! Enjoy al fresco dining on the extended screened lanai, take a dip in the pool, relax in the spa, or spend a pleasant evening sitting around the back yard fire pit. Recent home upgrades include new ceiling fans, fresh interior paint, newer stainless appliances (except dishwasher), repaved driveway, and new pool heater. The home’s water filtration system was recently updated and the exterior paint is less than five years old. This is an exceptional opportunity to own a home at this location in Golden Gate Estates.

Daniel Ilie

R E A LT O R ® / I N V E S T O R

(239) 249-0063 real.naples@protonmail.com naples.swflsearch.com

Top Producers and Print Advertising A L u x ury o r Necessity?

CirCulation • Shelf life • CoSt and Value In today’s real estate market, there are so many decisions to be made regarding the proper allocation of marketing funds for agents in the top brackets of their respective markets. The web has received significant interest for both prospective buyers in their searches and the listing agents’ concerns to obtain web traffic. What is there to say about print advertising? Many of the top agents feel the need for both print and web in some balance, often only slightly preferring one or the other. An agent that does too much of one and not enough of the other, may be at a competitive disadvantage to their competitors!

Print advertising has been and still is the most tangible means of marketing directed to prospective buyers. Regardless of demographic, buyers still want to have something that they can pick up and keep for the purpose of educating themselves on the market, as well as the provision of a means to locate properties by specific area. With this in mind, there are several factors and criterion that are important to analyze before choosing specific marketing mediums to allocate advertising dollars.

One: Circulation Does a publication provide distribution to a specific market or target market that the agent is seeking? Or does it provide blanket or somewhat random distribution, playing a numbers game hoping to attract a percentage of readers? Both have benefits, but through experience, the higher-end markets typically are more successful with targeted marketing as to eliminate “wasted” publications that get into the hands of non-qualified buyers. On the other hand, the blanket distribution may appear to reach more prospects but of various different purchasing abilities. This type usually serves a better purpose for properties at or below the median price point in a specific market. Also with regards to circulation, is the publication readily available to acquire? Is there a cost factor for the prospective buyer to receive the publication?

Two: Shelf Life Generally speaking, the shelf life of a publication is directly proportional to the quality and content of that publication.

Readers are most likely to pick up and retain a publication that demonstrates quality aesthetics as well as the inclusion of the proper content as it relates to the type of market that the publication caters to. The more expensive the look and the feel, the more likely it will be that the reader will not throw the magazine away! Furthermore, when the publication offers helpful,

pleasing or informational content , it will be more likely to remain in the hands of the prospect as she may cycle back periodically for that very reason.

Three: Cost and Value Having mentioned the first two criterion for assessing the utility of a marketing publication, cost and value are perhaps the most essential factor in an agent’s decision making process? As far as cost, every agent typically has an allotted budget for marketing.

When putting advertising dollars into print, it is essential that the publication is priced competitively, if not aggressively versus the alternative options. However, cost alone should not be the defining factor of the decision as Value for those advertising dollars is the quintessential element.

Value is provided when the cost factor falls below the perceived and received benefits of the publication. For instance, is the dollar cost figure compatible with the home owner’s property being marketed in a tangible fashion which is pleasing to that seller?

Keeping sellers content is an ongoing task of the real estate listing agent. Making the correct choices for the dollar cost outlay is continuously a challenge.

Does the cost factor substantiate the concept of the agent being focal to the public in the designated circulation points of the publication. This is an extremely important to the top agent, as the perception of the agent being everywhere in the consumers mind, translates to the conception that she is! Name recognition is one of the most valuable assets to the top agent and should be assessed in the dollar cost of choosing a specific publication. Will that publication put the agent in the “right light” in the eyes of the consumers?

Finally, the ever important phone call from the magazine!! This is the icing on the cake but surely should never be the expected standard. Much of this depends upon the audience that the publication reaches through its circulation. This is the direct benefit of print advertising as the previous two are the indirect benefits, and much more attainable and expected.

Conclusion I have always believed and have shared with my top agents that regardless of web marketing, they need to allocate some substantial marketing dollars to print advertising. This is the sure way that the agent will be in the hands of the prospect, on their coffee tables and most importantly in their minds!! Good luck top agents and find the right fit for your market.

Moscey Knolls, leading broker

35

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The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

Keeping everyone safe is our utmost priority, but we understand that you may still need to move!

Our team has continued to service our customers throughout the past months.

• Increasing our virtual presence • Staying in touch using the latest technology • Understanding new social requirements • Continuing the excellence in customer service you have come to expect!

If you are looking to buy or sell in SW Florida, give us a call to find out how we can help you get to your next adventure!

WE WILL CONTINUE TO BE HERE FOR YOU!

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37

The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

TURNKEY

SOLD

NEW LISTING

GR EEN G AT E

S A N C A R LO S ESTATES

IMPERIAL G O LF E S TA TE S

www.VirtualSWFlorida.com 13450 Greengate Blvd #326 $200,000

www.BuyUpParadise.com 24311 Mountain View Drive $575,000

www.HomesInImperialGolf.com 1947 Empress Court $825,000

Jeff Poirier (207) 415-6930 JPoirier@JohnRWood.com

Erik Sachs (773) 368-5515 ESachs@JohnRWood.com

Tobi Morgan (239) 281-6234 Tobi@TobiMorgan.com

Garren Grup (239) 289-8619 Garren@BuyUpNaples.com

Brent Greer (239) 919-4303 BGreer@JohnRWood.com

Roger Brunswick (239) 989-6457 Roger@RogerBurnswick.com

Michelle Origer (239) 219-2103 MOriger@JohnRWood.com

The Florida Lifestyle BEACH - BOATING - GOLF - EQUESTRIAN ESTATES

NEW LISTING

GULF VIEWS

PENDING

BO N IT A BAY

B O NI T A BA Y

B O NI T A BAY

www.RogerBrunswick.com 3774 Cracker Way $990,000

www.BuyUpParadise.com 4811 Island Pond Court #803 $1,200,000

www.HomesInBonitaBayFL.com 3291 Riverpark Court $1,500,000

Garren Everett Grup, P.A. (239) 289-8619

www.GrupCoastalLivingLLP.com

RESIDENCE RESIDENCE RESID MAGAZINE MAGAZINE

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Labelled sections for Naples, Bonita Springs, Estero and Marco Island for prospective buyers to easily find homes in the area of their choice The most widespread and targeted distribution in the greater Naples area NOW with over 400 locations

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For advertising information, please call 239.272.5129 / 239.227.9339 or email sales@residencemagazines.com

BRAND NEW AND READY

COVER PRESENTED BY

JORDAN DELANEY John R. Wood Properties 239.404.3070 delaney85@gmail.com

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M O R E O N PAG E 1 6

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JORDAN DELANEY John R. Wood Properties 239.404.3070 delaney85@gmail.com

Brand new direct mail program, tailored to fit your needs

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NAPLES NAPLES MIKE COOPER BONITA SPRINGS BONITA SPRINGS V I C E P R E S I D E N T/ S A L E S / P L A C E M E N T P R E S I D E N T/ S A L E S / E D I T I N G ESTERO ESTERO 239.272.5129 239.227.9339 239.227.9339 239.272.5129 239.227.9339 residence249@gmail.com sales@residencemagazine.com residence249@gmail.com MARCO ISLAND residence249@gmail.com sales@residencemagazines.com sales@residencemagazine.com MARCO ISLAND BRIAN RITZ MIKE COOPER

MIKE COOPER BRIAN RITZ

welcome to

BONITA SPRINGS & ESTERO

Local Market Update – June 2021

A Research Tool Provided by Bonita Springs-Estero Board of Realtors®

Bonita Springs-Estero June

Year to Date

Key Metrics

2020

2021

% Change

Thru 6-2020

Thru 6-2021

New Listings

172

153

- 11.0%

1,128

1,162

+ 3.0%

Pending Sales

164

156

- 4.9%

864

1,283

+ 48.5%

Closed Sales

141

214

+ 51.8%

787

1,279

+ 62.5%

Days on Market Until Sale

% Change

96

22

- 77.1%

83

45

- 45.8%

Median Sales Price*

$405,000

$560,000

+ 38.3%

$405,000

$519,000

+ 28.1%

Average Sales Price*

$616,018

$696,586

+ 13.1%

$533,104

$694,608

+ 30.3%

95.8%

99.6%

+ 4.0%

96.0%

98.3%

+ 2.4%

Inventory of Homes for Sale

640

131

- 79.5%

––

––

––

Months Supply of Inventory

5.1

0.7

- 86.3%

––

––

––

Percent of List Price Received*

Condo

June

Year to Date

Key Metrics

2020

2021

% Change

Thru 6-2020

Thru 6-2021

New Listings

202

148

- 26.7%

1,135

1,136

+ 0.1%

Pending Sales

155

156

+ 0.6%

850

1,441

+ 69.5%

Closed Sales

119

189

+ 58.8%

782

1,417

+ 81.2%

Days on Market Until Sale

% Change

66

25

- 62.1%

78

57

- 26.9%

Median Sales Price*

$248,000

$335,000

+ 35.1%

$258,500

$300,000

+ 16.1%

Average Sales Price*

$327,749

$450,374

+ 37.4%

$330,328

$401,341

+ 21.5%

95.5%

99.7%

+ 4.4%

95.8%

97.9%

+ 2.2%

Percent of List Price Received* Inventory of Homes for Sale

652

90

- 86.2%

––

––

––

Months Supply of Inventory

5.3

0.4

- 92.5%

––

––

––

B O N I T A / E S T E R O

Single Family

* Does not account for sale concessions and/or downpayment assistance. | Percent changes are calculated using rounded figures and can sometimes look extreme due to small sample size.

Median Sales Price - Single Family Rolling 12-Month Calculation

Median Sales Price - Condo Rolling 12-Month Calculation

Bonita Springs-Estero

$550,000

Bonita Springs-Estero

$400,000

$500,000

$350,000

$450,000

$300,000

$400,000 $250,000 $350,000 $200,000

$300,000

$150,000

$250,000 $200,000 1-2007

$100,000 1-2009

1-2011

1-2013

1-2015

1-2017

1-2019

1-2021

1-2007

1-2009

1-2011

1-2013

1-2015

1-2017

1-2019

1-2021

A rolling 12-month calculation represents the current month and the 11 months prior in a single data point. If no activity occurred during a month, the line extends to the next available data point.

Current as of July 11, 2021. All data from Bonita Springs-Estero Board of Realtors® MLS. Report © 2021 ShowingTime.

information provided by through the Bonita/Estero Association of Realtors

41

RECENT

9820 Giaveno Cir #144 Treviso Bay - Naples

JUST LISTED

226 NE 10th Place Cape Coral

SOLD

3352 Dandolo Circle Cape Coral

SOLD

listed /sold

LISTINGS

23175 Shady Oak Lane Marsh Landing - Estero

SOLD

422 SW 21st Sreet Cape Coral

SOLD

23600 Walden Center Dr #101 - Estero

SOLD

A

bout

CHRIS BLONDIN

Chris began working in the property management field with corporate commercial property management at AIMCO Property Management & Tenant Relations and PNC Mortgage Loan Processing & Assisting. With wellrounded experience, Chris had an easy transition to Real Estate excellence.

DESIGNATIONS: • • • •

Chris is very active within the community. He enjoys giving back to Southwest Florida through participating in several Habitat for Humanity projects, Meals of Hope and other various charities.

His clients are welcomed with an outstanding balance of interpersonal skills, constant communication and collaborative negotiations.

As a Relocation Specialist, Chris assists in all aspects of your relocation needs, from finding an agent to sell your current property, to acquiring your dream home in Southwest Florida.

2017 Five Star Professional Certified Realtor Golden BEAR (Bonita – Estero Association of Realtors) Recipient for sales over $5,000,000 Director - Board of Directors for the Bonita-Estero Area Board of Realtors 2018 Bonita-Estero Area Board of Realtors Young Professionals 4 Under 40 Award Recipient

CUSTOMER TESTIMONIALS: buyer was a foreign national & his agent was lazy & misrepresented facts and timing. Chris was fantastic at keeping this transaction to conclusion. I could not be more satisfied with him nor recommend them

Going through a divorce is a challenging ordeal .....so when I decided to purchase a condo in Bonita Springs amidst it all - I found Chris Blondin who was my angel from above! He patiently waited until the dust settled in my life while maintaining perfectly timed contact and care for over 12 months.....and when the time was right he embraced my insane NY needs, goals, and wants and bridged the

more highly.

- Gary Johnson - Ft. Myers Beach, FL

gap between the impossible and my budget to find the perfect home away from home. He listens and cares and possesses the patience of a saint......I’ve recommended him to all my friends and family......since anyone who is fortunate to have him working for them in any capacity will be forever grateful!!

- Mary Ann Grillo – New York, New York

B O N I T A / E S T E R O

Chris Blondin was EXCELLENT & PHENOMINAL. The

When looking to buy or sell,

remember, Chris is on your side!

CHRIS BLONDIN

REALTOR®

239.877.3497

Chris@InfinityGroupSWFL.com

Each Office is Independently Owned And Operated.

26381 S Tamiami Trail Suite 300 Bonita Springs, FL 34134

43

B D R

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

RARE OPPORTUNITY TO PURCHASE 13 RIVER FRONT ACRES IN THE OLGA NEIGHBORHOOD, ONLY A SHORT DRIVE TO I-75 AND DOWNTOWN. THIS PROPERTY IS ZONED VACANT RESIDENTIAL. ANOTHER RARE FEATURE IS THIS PROPERTY OWNS THE ADJOINING BEACH PARCEL INTO THE WATER WHICH WILL BE A POSITIVE FOR BOAT DOCK AND HOME BUILDING. THERE IS OVER 1,000 FEET OF RIVER FRONTAGE.

239.947.6111

WWW.BARRYDENICOLA.COM

PRESENTING NAPLES/BONITA SPRINGS MOST IN DEMAND PROPERTIES

B O N I T A / E S T E R O

B D R

B ONITA B EACH ’ S ONLY G ATED SF HOME COMMUNITY .

P REMIER POINT LOT SETTING WITH WATER VIEWS THROUGHOUT C ONCRETE WITH ELEVATED POOL , BOAT DOCK , BEACH ACCESS .

C ALL FOR D ETAILS ! - $5.275,000

239.947.6111

WWW.BARRYDENICOLA.COM 45

welcome to MARCO ISLAND

Marco Island is the crown jewel of the Paradise Coast of Southwest Florida.

Here you will find a world-class resort destination on the Gulf of Mexico that is home to white, sugar-sand beaches, top notch dining and shopping, and outstanding golf courses both on Marco Island and in nearby Naples, all wrapped in a quaint, casual, laid-back atmosphere. To the south are the 10,000 Islands, inhabited only by a few small fishing villages and the stunning natural beauty of the 10,000 Islands National Wildlife Refuge, Fakahatchee Strand State Preserve, Big Cypress National Preserve and the 5,000 square mile Everglades National Park. Enjoy outstanding boating, fishing, kayaking, shelling and bird, dolphin and wildlife watching.

In recent years, Marco Island was named the #1 island in the United States

by TripAdvisor® and was 4th on their list of the top 10 islands in the world.

For the fourth year in a row, the Naples-Marco Island area won the top spot in the country from the Gallup National Health Index survey for happiness and health. Our residents can certainly attest to the wonderful sense of well-being that comes when driving over the Jolley Bridge and seeing Marco Island sparkling in front of you.

Not just a vacation destination, Marco Island is home to about 16,500 year-round residents. At 4 miles wide by 6 miles long, the island is home to almost as many miles of waterways as it has roads. During our high winter season, the island population more than doubles with the influx of parttime residents, snow birds and vacationers escaping cold weather. With our dependable sunshine, warm Gulf water and mild winter temperatures, it is no wonder that visitors return year after year.

Considering buying or selling on Marco Island?

Whether you are looking for a vacation home, investment property or permanent residence, Marco Island offers a wide range of properties and price ranges, from a simple, stress free condominium to the most luxurious beach or waterfront estate. There are different neighborhoods that satisfy depending on if your preference is to be close to the beach or have great boating access or to be more family orientated and close to schools and parks.

If Marco Island is the crown jewel of the Paradise Coast, then Hideaway Beach and Cape Marco are the two gems that anchor the spectacular crescent beach. At the southern tip, Cape Marco offers stunning condominium residences just steps from the pristine beach with stunning Gulf views and spectacular sunsets. On the north end of the island, Hideaway Beach is a tranquil, lush, 314-acre gated enclave of homes, villas and condominiums with a peaceful, unparalleled lifestyle and the only direct beach front, single family homes on the island. Residents here enjoy the private Hideaway Beach Club that features casual and fine dining, a challenging 9-hole golf course, outstanding tennis and fitness facility and 2 miles of pristine beach.

What does your piece of Paradise look like? Dream it and come find it on Marco Island.

Jennifer Drake LLC, RCC, Realtor®

c: 239.821.0283 • jen.drake@juno.com www.LiveMarcoIsland.realestate

M A R C O

I S L A N D

Featured New Listing

LOCATION! Beautiful Marco Island. LOCATION! Near Tigertail Beach. LOCATION! Privacy of Hideaway Beach in back.

This is a lovely JJ Baker built, West exposure home featuring high ceilings, an updated kitchen with pretty Quartz counters, and a split bedroom floor plan with great flow. The 2,073 SF residence is built high, to a 12 ft. elevation and protected with hurricane shutters and a 1 year home warranty all for your peace of mind. Furnished and in move-in condition, it is ready for you to start living the island lifestyle you have dreamed. Offered at $939,000

Every year, only about 2% of the Realtors® in SW Florida are awarded the 5 Star designation and this year I was very lucky to be one of them. With sincere appreciation, I thank all of YOU, my customers for nominating me and providing references and testimonials to the Committee and Gulfshore Life Magazine that won me this honor. Thank you!

Jennifer Drake

LLC, RCC, Realtor®

c: 239.821.0283 • jen.drake@juno.com www.LiveMarcoIsland.realestate

47

Transferring wealth & wisdom from generation to generation

Edward E. Wollman, JD, LL.M W O L L M A N , G E H R K E & A S S O C I A T E S , P. A .

BUILDING YOUR ESTATE PLAN’S LEGACY COMPONENT Charitable giving and philanthropy can be a big piece of how you shape your legacy.

While legacy planning accounts for many different things, we will focus on the charitable piece of your plan in this article.

Many questions arise when discussing charitable giving as part of an estate plan with so many options for giving and complicated tax policies.

What is the best way to make a significant and impactful gift to charity as part of a well-designed estate plan?

Should you give the money now or later?

Should I make donations in cash or in-kind (stocks, bonds, real estate, jewelry, art, etc.)?

This guide will scratch the surface of some of the significant charitable giving techniques. Enjoy!

Split-Interest Gifts: In general, the split is between a charitable beneficiary and a non-charitable beneficiary. To obtain maximum tax benefits, you must follow the IRS/IRC very specific rules. The following are the major pre-approved split-interest gifts: Charitable Remainder Trust (CRT). A CRT is a trust that provides a retained income (minimum of 5% per year) to you for life or a number of years not to exceed 20 years. At the end of the income term, the balance passes to your favorite charity (this eliminates your estate tax as the funds go to charity). There is usually a charitable income tax deduction upon funding of this type of trust. Often funded during your life to obtain the charitable income tax deduction or, in the alternative, it can be commenced after your passing pursuant to your Will or Revocable Trust.

Charitable Gift Annuity (CGA). A CGA is very similar to a charitable remainder trust. However, the charity that issues the annuity manages the funds. It also provides the recipient with the income for a period, with the remainder staying with the issuing charity.

Charitable Lead Trust (CLT). Often referred to as an upside-down charitable remainder trust because the lead interest goes to your favorite charity or charities, with the remainder passing to your family (or, in rare cases, back to yourself). The big difference is that this is not a tax-exempt charity; therefore, the custom design of the Charitable Lead Trust is essential to obtain the appropriate tax savings that you wish to receive.

Pooled Income Fund. Infrequently used alternative to a charitable remainder trust. A pooled income fund allows you to pool your charitable donation with others and receive what the fund earns (this lacks customization of the CRT and the CLT).

Outright Gifts with Significant Retained Control: The following charitable gifts do not have a retained or split-interest but, they do provide you, the donor, with some significant control over the management and distributions from the charitable tool: Community Foundation. With a community foundation, you give them your donation, and they manage your funds on your behalf. The foundation subsequently distributes your funds upon your request or according to a pre-arranged plan. Community foundations and

charitable gift funds provide flexibility in your estate plan by allowing you to easily change the charities you leave your money to without amending your estate plan. The most popular type of fund is a Donor Advised Fund this provides the greatest control.

Charitable Gift Funds. A Charitable Gift Fund is a Donor Advised Fund at a financial institution instead of a community foundation, available at most prominent financial institutions.

Private Foundations. If you plan to leave a great deal of assets to charity, you may wish to create your own tax-exempt organization to perpetuate your unique charitable interest(s). Building a foundation is a complex undertaking, and the private foundation has significant prohibited transactions which need to be understood before pursuing this option.

Support Organization. A support organization is somewhat of a hybrid between your private foundation and public charity. Rarely used and again complicated to establish and maintain.

Charitable Gifts of Retirement Account Funds. Retirement accounts are funded with pre-tax dollars and are just waiting for taxes in the future upon distribution. In some cases, you can use contributions to charity to avoid taxes altogether. See Qualified Charitable Distribution below.

Here are a few ideas on IRA distribution planning: *Keep in mind the SECURE Act changed the playing field, and now, most individuals that receive an IRA must take out all of the IRA within ten short years instead of over their lifetime.

Qualified Charitable Distribution. The IRS allows you to contribute up to $100,000 a year of your IRA directly to your favorite charities without bringing it into your taxable income first. This contribution satisfies your required minimum distribution and results in a much lower adjusted gross income (AGI) (advisors use AGI for other income tax calculations).

Charitable Remainder Trust as the recipient of IRA. While only allowed at this time of your passing, the CRT may be the beneficiary of your IRA. Then, the CRT can spread out the distributions to your heirs over 20 years (or their lifetime) instead of 10 short years. A careful analysis of the pros and cons is essential.

This is just the tip of the iceberg of charitable planning. It takes a collaboration of yourself, your advisors, and the charity to create a lasting legacy.

Visit www.probate-florida.com to read more about this subject and other estate planning matters.

For over 25 years, Wollman, Gehrke & Associates has served the Southwest Florida community. Our philosophy is to provide the quality and sophistication of a large firm with the friendly, individualized care of a smaller, more intimate firm.

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