Gift Planning

Welcome to Gift Planning

Making a planned gift is a wonderful way to show your support and appreciation for SHELTER, Inc. and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. We recommend that you familiarize yourself with various gift options by exploring Ways to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

Resource

With this tool you will learn about the issues you may be dealing with as you decide which type of gift is most appropriate given your life situation.

Gifts

Thank you for sharing your plans with us—it helps us plan for the future. If you have already included a future gift to SHELTER, Inc. in your estate plan, let us know!

Compare

Use our gift comparison tool to select the gifts you are considering and to compare them in order to see which best meets your goals.

Planned Giving Blog

What Types of Assets Can You Give to Support Your Favorite Charities?

What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving.

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How to Leave a Charitable Legacy and Provide for Adult Children with Your IRA

It is possible to use IRA assets to provide for both loved ones and your favorite charitable causes. Read more to learn about the most tax-advantaged ways to arrange your gifts.

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Four Tax-Saving Opportunities to Benefit Nonitemizers This Year

Do you know all the ways you can benefit from smart tax planning this year? Read more to learn about four opportunities to maximize both your tax savings and philanthropic impact.

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