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Be involved
Gift and estate planning is a simple and flexible way to meet your philanthropic and financial goals. In fact, a planned gift can help you give more to the ongoing work of ShelterBox than you may have thought possible—while still providing you with favorable financial and/or tax benefits.
 
A planned gift can allow you to invest in the ShelterBox mission, providing disaster relief for families all over the world for generations to come.
 
Making a planned gift can be as easy as working with your attorney to establish a bequest to ShelterBox USA in your will, or by designating ShelterBox USA as a beneficiary of your life insurance policy or retirement accounts. Here are some of the options available:
 
• Will or Codicil Bequest
• Life Insurance
• Charitable Gift Annuity
• Deferred Gift Annuity
• Flexible Deferred Gift Annuity
• Charitable Remainder Trust
• Charitable Remainder Annuity Trust
• Charitable Lead Trust
 
There are many creative giving strategies that can enhance your well-being while at the same time providing financial support for an organization you care deeply about.

We encourage you to speak with your financial planner to identify the strategy that is right for you.
 
Contact ShelterBox USA at 941.907.6036 or legacy@shelterboxusa.org with questions or to let us know of your charitable plans.
 
Including ShelterBox USA in your Will 
Thank you for considering a gift to ShelterBox USA in your will. Below are examples of bequest language that may be used to update your legal documents. 
 
Outright Bequest
"I give, devise, and bequeath to ShelterBox USA, Inc., a 501(c)(3) nonprofit charitable organization (Tax ID# 20-0471604) with principal offices at 8374 Market Street #203, Lakewood Ranch, FL, the sum of $______________for its general charitable purposes.”
 
Bequest of Residuary Estate
"All the rest, residue, and remainder of my estate, both real and personal property, I give, devise, and bequeath to ShelterBox USA, Inc., a 501(c)(3) nonprofit charitable organization (Tax ID# 20-0471604) with principal offices at 8374 Market Street #203, Lakewood Ranch, FL, for its general charitable purposes. 
 
Bequest of Percentage of Residuary Estate
"I give, devise, and bequeath to ShelterBox USA, Inc., a 501(c)(3) nonprofit charitable organization (Tax ID# 20-0471604) with principal offices at 8374 Market Street #203, Lakewood Ranch, FL, for its general charitable purposes an amount equal to ______% of my gross estate.
 
Bequest of specific property
“I give, devise and bequeath to ShelterBox USA, Inc.,  a 501(c)(3) nonprofit charitable organization (Tax ID# 20-0471604) with principal offices at 8374 Market Street #203, Lakewood Ranch, FL, for its general charitable purposes my ______________________ .” (property, such as “100 shares of XYZ Corporation” or “my 6 x 9 Picasso sketch titled Dove of Peace”).
 
Contingent Bequest 
“In the event that any of the above-named beneficiaries predeceases me, or that any of the above bequests shall otherwise not be effective, I give, devise and bequeath that share in question to ShelterBox USA, Inc., a 501(c) (3) nonprofit charitable organization (Tax ID# 20-0471604) with principal offices at 8374 Market Street #203, Lakewood Ranch, FL, for its general charitable purposes."
 

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