Leaving a Legacy

Charlene Grimes & Jim Werwie

Legacy Donors
Jim and Charlene hope that though their gift to The Shelter, they will play a part in ultimately ending all forms of domestic violence.- View Video

Muffy Clark Gill

Legacy Donor
Muffy's bequest creates a meaningful legacy that will continue to support what matters most to her - inspiring the love of art in the lives of others. - View Video

The Late Maxine Carter

Legacy Donor
Maxine believes that a positive outlook can inspire victims of domestic violence to overcome their struggles. - View Video

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 Wisely

Financial advisors call these creative techniques “planned gifts” because with thoughtful planning, you can turn personal giving into win-win solutions for you and The Shelter. See full brochure

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. Compare your options

Creative Gifts Anyone Can Afford

  • Gifts by check or cash – If you itemize income tax deductions on your tax return, the first tangible benefit of making a gift by cash or check is the tax deduction for the full value of your gift.
  • Gifts that pay you for life – A charitable gift annuity is attractive because it ensures you a stream of income that you can’t outlive.
  • Memorial Gifts – A gift given in honor of someone special is a lasting tribute to the important part he or she plays in your life.
  • 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.

To discuss establishing a planned gift for The Shelter, contact Senior Development Officer Tamika Seaton at 239.775.3862 or email tseaton@naplesshelter.org

Planned Giving Advisory Council

Circle of Peace

Individuals who establish a Planned Gift will become members of The Shelter’s planned giving society called the “Circle of Peace.” All planned gifts are designated for The Shelter’s endowment fund.

Recognition:

There is no minimum gift amount; however, all gifts of $1,000 or more may receive recognition on the “Partners for a Peaceful Community” Donor Wall in The Shelter’s Foyer.

The Circle of Peace was created to honor those dedicated supporters who have chosen to leave a lasting mark on our future through planned giving. Joining the planned giving society will not only bring you pride and joy, but the same for those down the road in need of a strong and vibrant Friendship Circle community.

Benefits of all Circle of Peace members:

  • Recognition in our annual Impact Report
  • Invitations to special events and seminars
  • Receipt of the Planned Giving Newsletter
  • Peace of mind that future generations will benefit from your generosity

There are no dues or other responsibilities to be a member. If you choose to include The Shelter in your estate plans, please let us know so that we can extend our sincere appreciation. Informing us of your intentions does not create any obligation on your part.

For more information, call Development Director Cyndi Fields at 239.775.3862 or email cfields@naplesshelter.org