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.


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.

Planned Giving Blog

Celebrating 15 Years of National Estate Planning Awareness Week: October 16-22, 2023

Do you know the essential elements of an estate plan? Read more to learn what they are and why estate planning is so important.

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70½ or Older? Use Your IRA Funds for Tax-Advantaged Giving

Charitable giving with retirement funds offers many tax advantages. Read more to learn about the benefits of annual and planned giving using IRA distributions.

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August Is National Make-A-Will Month—Is It Time to Create or Update Your Will?

If you have been considering creating or updating your will, now is the perfect time! Read more for helpful steps to ensure your will reflects your current personal and charitable goals.

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