For Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty—taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to SHELTER, Inc. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors
Legal Name: SHELTER, Inc.
Tax ID Number: 68-0117241
Contact Julie.Clemens@shelterinc.org for more information.
Incorporated at: 1333 Willow Pass Road, Suite 206, Concord, CA 94520