Leaving a Legacy

Jim Werwie & Charlene Grimes

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

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 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