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

Naomi Salvatto
Executive Assistant, Office of the CEO
925-957-7572
naomi.salvatto@shelterinc.org

 

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

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