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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. 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.

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

  • 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.

  • 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.

  • 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.

Blog

September 2018
It’s Back to School—And a Charitable Gift Can Help Pay for College

Parents and grandparents of college students can help them pay for their education and make a gift to us by setting up a charitable trust.

August 2018
Accelerating Testamentary Gift Can Yield Major Savings

Following the passage of the Tax Cuts and Jobs Act (TCJA) at the end of 2017, philanthropic American taxpayers are facing steeper hills to climb in pursuit of estate-tax savings ...

July 2018
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

June 2018
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.

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