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Gift Planning

New Tax Law and How It Affects Charitable Giving. Read more...
Gift Annuity Rates Are Up, Fund with Your IRA. Read more...

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. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to SHELTER, Inc..

We recommend that you familiarize yourself with various gift options by exploring How 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

Life Stage Planner™

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

Are we in your estate plan?

Thank you for sharing your plans with us—it helps us plan for the future. If you have already included a future gift to SHELTER, Inc. in your estate plan, let us know!

Compare

Gift Comparison Chart

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.

Planend Giving Blog

National Make-A-Will Month: The Perfect Time to Create or Review Your Will

Do you have a will that reflects your current personal and charitable goals? If not, now is the time to act! Read more for answers to four key questions about creating your will.

Read More

What Types of Assets Can You Give to Support Your Favorite Charities?

What are the best types of assets to give to support the causes that mean the most to you? Read more to explore your options for tax-smart charitable giving.

Read More

How to Leave a Charitable Legacy and Provide for Adult Children with Your IRA

It is possible to use IRA assets to provide for both loved ones and your favorite charitable causes. Read more to learn about the most tax-advantaged ways to arrange your gifts.

Read More

More Blog Posts

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