We believe that every child should have a home.

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. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to SHELTER, Inc..

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.

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Blog

A Charitable Gift Plan for Investors That Accomplishes Four Objectives

Charitable gifts of stock that can save capital-gain tax and accomplish several other objectives

8 Changing Life Circumstances That Should Prompt You to Take Action and Review Your Will and Estate Plan

A change in your family means it is time to review your will and estate plan.

The Season of Life, the Gift of Life Insurance

Your taxes are paid, the flowers are blooming, those April snow showers are a distant memory as spring takes full hold.

It’s Tax Filing Season: Did You Take Advantage of Financial and Charitable Strategies?

If March Madness describes the three-week college basketball tournament that ends April 2, then April Madness describes tax time.

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