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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

May 2019
You Can Make a Legacy Gift Without Changing Your Will

Four ways you can make a legacy gift to us without making any revisions to your will.

April 2019
Thinking About a New Car? Consider a Different Kind of Vehicle—For a Planned Gift!

The many types of planned giving vehicles can provide tax advantages and other benefits specific to donors’ situations.

March 2019
The Bell Lap of Life May Include a Legacy Gift to Charity

The final stage of life often inspires donors to make legacy gifts to charity.

February 2019
Charitable Gifts Can Help Answer the Question: How Much Is Enough for Retirement?

Those concerned about their long-term financial future can still make gifts to charity.

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