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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 2018
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.

April 2018
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.

March 2018
So Where Are Your Most Important Estate-Planning Documents?

For most of us, encountering one of life's milestones prompts us to prepare a will—and we finally go through the process of assigning assets to our loved ones and charitable beneficiaries.

February 2018
Six Steps to Getting Your Estate Plan in Order in the New Year

Sometimes things you don't address today can come back to haunt you tomorrow.

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