Planned Giving
Planned Giving with The Shelter is a creative process that allows you to express your personal values by integrating your philanthropic desires and family goals with your financial objectives, while providing and healing for survivors of domestic violence and human trafficking. There are a variety of options available for you to plan for today and tomorrow.
Click on the links below to learn more about your options.
- BEQUESTS: To start your legacy today, The Shelter has partnered with FreeWill, a free, online tool that guides you through the process of creating your will in just 20 minutes. It is free, no matter what, and can be used with an attorney to finalize your estate plans.
Sample Bequest Language
This information can be shared with your attorney as they draft your bequest provision for The Shelter.
I bequeath to The Shelter for Abused Women & Children (Tax ID #59-2752895), a nonprofit organization located in Naples, FL,
- an amount equal to _______ percent of the net value of my estate (most popular among donors); or
- the sum of __________ dollars; or
- all the rest, residue and remainder of my estate
If you have already included a gift to The Shelter for Abused Women & Children in your will, please fill out this form to let us know about your intentions.
– BENEFICIARY DESIGNATIONS: For additional assets not covered in your will, including (but not limited to): 401ks, IRAs, Life Insurance Policies, and Bank Accounts, you must designate a beneficiary. If you would like to name us as your beneficiary, you can use this online tool to help organize your accounts and name beneficiaries.
- DONOR ADVISED FUNDS or DAFs, are a helpful way of recommending support to The Shelter from your charitable investment account. If you are currently providing support to The Shelter through your DAF, you may wish to name us as the beneficiary of your DAF in your estate documents. Ask The Shelter for specific documents to make this simple. Call or email Senior Development Officer Jan Fernandez at 239.775.3862 ext 217 or jfernandez@naplesshelter.org
- INDIVIDUAL RETIREMENT ACCOUNTS are taxed when distributions are taken during your lifetime. If you direct your IRA distribution to The Shelter, the income tax is avoided. In addition, you may wish to name The Shelter as a beneficiary of a portion, or all, of a qualified retirement plan. A charitable gift of an IRA or qualified retirement plan at the end of your lifetime lets you reduce or eliminate estate and income taxes while supporting The Shelter and its mission.
- CHARITABLE REMAINDER TRUSTS allow you to place assets into a trust, and provide income to you or to other beneficiaries either for a set number of years or until the death of the last beneficiary. When the term of the trust ends, the remaining balance is a gift to The Shelter. Many tax benefits and life income options are available for donors who establish a charitable trust.
- DONATING APPRECIATED LAND is a way to make a significant gift to The Shelter without compromising your lifestyle. The benefits of donating property to The Shelter include avoiding capital gains, and the ability to deduct up to 30% on your adjusted gross income for up to six years.
- BESTOWING A HOME is another way philanthropists are including The Shelter in their legacy plans. This is an especially thoughtful gift when there are other assets to pass along to family members who may not want or need the home and/or its contents.
- LIFE INSURANCE policies can be used to fund a gift to The Shelter. Whether you donate an existing policy or take out a new policy, with The Shelter as the owner and beneficiary, you can make a meaningful gift to The Shelter and receive tax benefits.
- ENDOWMENT FUNDS create lasting financial resources for The Shelter. Endowments may be directed to specific programs such as Emergency Shelter, Outreach programs, The Shelly Stayer Shelter for Victims of Human Trafficking and Domestic Violence, and more.
- OTHER GIFT PLANNING options are available. Naming The Shelter as the beneficiary of a financial account (such as a checking account or a brokerage account), or donating personal property, are some other easy ways for you to help The Shelter fulfill our mission in the future. CLICK HERE for information on donating Appreciated Securities.
For more information, call The Shelter at 239-775-3862.
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 239.775.3862.
