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

Three Strategies for Letting Your Personal Passions Help Fulfill Your Charitable Goals 

Do you want to learn more about making the most of your charitable giving? Read more for three strategies to let your passion help guide your generosity.  

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Three Smart and Simple Ways to Make a Charitable Gift from Your IRA

Have you considered these easy ways to support our mission with tax-wise gifts from your IRA? Read more to learn about three popular ways to give.

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An Estate-Planning Team Can Help You Best Achieve Your Personal and Philanthropic Goals

Do you have a complete estate-planning team to help ensure you best achieve your goals? Read more to learn how each team member contributes to your legacy planning. 

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