Gift Planning

Gifts by Estate Note

Gifts by Estate Note Diagram

How It Works

  1. You make a pledge of support to SHELTER, Inc.
  2. You execute an estate note to pay off pledge from estate assets in case pledge remains unpaid at death

Benefits

  • You are assured that the programs you wish to support at SHELTER, Inc. will receive all the funds you intend

More Information

Contact Us

Julie Clemens
Director of Development
925-957-7572
Julie.Clemens@shelterinc.org

 

SHELTER, Inc.
1333 Willow Pass Road, Suite 206
Concord, CA 94520

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