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

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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The Reconciliation Bill: New Rules for Charitable Gifts

Do you know how the new tax laws will affect your charitable giving opportunities and benefits? Read more to maximize your tax savings while realizing your philanthropic goals.

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August Is National Make-A-Will Month—Time to Make the Most of Your Will Power

If you’ve been putting off creating or updating your will, August is the perfect time to ensure your plans are in place. Read more about the importance of having an up-to-date will.

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