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Planned Giving

Did You Know...

  • You don’t have to be wealthy to make a significant gift to The Shelter?
  • Making an estate plan doesn’t have to be complicated or expensive?

Gift plans create opportunities for both our donors and The Shelter. In fact, just one “creative gift” can return an immediate tax deduction for you and long-term financial support to The Shelter. That’s right, you benefit and The Shelter benefits… If that isn’t creative, we’d like to know what is.

Discover the Benefits of Giving Wiselyhappy_couple
Financial advisors call these creative techniques “planned gifts” because with thoughtful planning, you can turn personal giving challenges into win-win solutions for you and The Shelter.

Determining what gift is right for you is just as important as making the gift. There are many options from which you can choose. The correct plan for you balances what you wish to accomplish for yourself, your family, and The Shelter in your overall estate and financial plans.

Creative Gifts Anyone Can Afford

  • Gifts by Will or Living Trust: Give to The Shelter without affecting your cash flow during your lifetime.
  • Gifts of Retirement Plans: Name The Shelter as beneficiary of your retirement plan, leaving less-taxed assets for your heirs.
  • Gifts of Life Insurance: Increase your ability to make a significant gift to The Shelter without dipping into your capital assets.
  • Gifts of Appreciated Securities: The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Buy low and give high—while avoiding capital gains tax.

Circle of Peace

We invite you to Circle of Peace by simply including The Shelter in your estate plan. If you have already done so, please let us know by filling out our Membership Profile Form below, so that we can thank you and recognize the plans you have made.

Your membership serves as an example and inspires generosity in others. If you prefer to remain anonymous, we will honor your wish; recognition is optional. We also encourage you to send us a copy of your plan. Having a copy of the original paperwork on file can help ensure that your plan is followed accurately once your gift matures.

By joining our Circle of Peace you are demonstrating your commitment to our mission and will help ensure the long-term sustainability of The Shelter.

If you are considering including The Shelter in your estate plan and would like to speak with someone from The Shelter, please contact us at 239.775.3862.

Learn How to join our “Circle of Peace” ™ in our helpful PDF booklet.

Membership Profile Form

Please fill out your membership profile to join our Circle of Peace.

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