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

Use Charitable Giving’s “Superpower” to Guide Your Year-End Planning

Do you have a plan to control the most important elements of your charitable giving? Read more to learn how to make the most of your year-end planning opportunities.

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How New Legislation Could Affect Your Charitable Giving Before Year-End

Recently enacted legislation could mean more tax benefits for charitable gifts made before year-end. Read more to learn how to maximize your giving and save taxes.

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Celebrating National Estate Planning Awareness Week: October 20-26, 2025

Did you know National Estate Planning Awareness Week starts October 20? Read more to see four questions you should consider to ensure your estate plan is complete.

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