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

Time to Take Action: August Is Make-A-Will Month

Is your estate plan complete? August is National Make-A-Will Month—the perfect time to write or revise your will. Read more to learn about the many benefits of a thoughtfully prepared will.

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4 Tips to Ensure Your Gifts Successfully Reach Their Intended Recipients

Do you know the four main reasons why end-of-life gifts may not come to fruition? Read more to learn how to ensure that your gifts are realized.

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It’s Time to Plant Your Garden … And Your Estate!

Do you know the four important steps that gardening and estate planning share? Read more to learn how to achieve best results when planting your garden and planning your estate.

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