Planned Giving

Planned giving is a great way to help support ShelterBox USA.

A Planned Gift could be:

WILL OR CODICIL BEQUEST: A bequest in your will can be used to leave any of the above outright gifts to ShelterBox USA or to establish a planned contribution.

CHARITABLE GIFT ANNUITY: It is possible to make a donation of cash or securities to establish a Charitable Gift Annuity to provide you or another individual with guaranteed, partially tax-free income for life.

CHARITABLE REMAINDER TRUST: A Charitable Remainder Trust provides an individual with income for either life or a term up to 20 years from the date the gift is made. When the trust terminates, ShelterBox USA receives the trust’s principal.

CHARITABLE LEAD TRUST: A Charitable Lead Trust provides ShelterBox USA with a steady income for a term of years or the life of an individual. When the trust terminates, the donor’s designated heirs will receive the trust’s appreciated principal.

LIFE INSURANCE: There are several ways to use life insurance to make a donation to ShelterBox USA and can be named as owner and beneficiary to an existing policy or a new policy can be established.

RETIREMENT ASSETS: The combination of federal income, estate and excise taxes can seriously erode the value of retirement savings. Naming ShelterBox USA as a beneficiary of these assets can save your estate and heirs both income tax and federal estate taxes.

APPRECIATED STOCK: These assets that have a higher market value than their basis or tax purpose value. Such assets would, if sold by an individual or non-charitable organization at a price higher than their basis, potentially generate a taxable capital gains (either long-term or short-term depending on the holding period).