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

With a gift through your will, your generosity will support SHELTER, Inc.'s work for years to come, but you don't have to part with assets in your lifetime.

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

Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25

Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.

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Three Strategic Giving Options in Times of Market Volatility

Even in times of economic uncertainty, there are tax-smart giving options for the charitably minded. Read more to learn how to maximize your philanthropy in a volatile market. 

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Petunias, Tulips, and Philanthropy: Annual and Perennial Ways to Make a Charitable Impact 

Have you ever considered how annual and perennial flowers are like annual and planned charitable giving? Read more to learn ways you can support our mission now and in the future. 

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