Planned Giving - Goals and Gifts

Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective.

And no matter how or what you give, rest assured that you will be helping a cause close to your heart. The chart below details a gift vehicle for every goal.

After determining the gift that is right for you, meet with your financial advisor or our organization to begin implementing your wishes. Call Veronica Brandon Miller for more information at 941.907.6036 or vmiller@shelterboxusa.org.