1870 Associates

1870 Associates logo The 1870 Associates recognizes those individuals who have elected to make contributions to the Humane Society of Missouri through a planned gift.

Since 1870 the Humane Society of Missouri has served the local and state communities as a tireless defender of animal welfare. From its modest beginnings in downtown St. Louis to its current status as the fourth largest and fifth oldest humane society in the United States, the Humane Society of Missouri has led the fight against animal abuse and neglect. Our history is an unbroken record of achievement and unwavering commitment to cruelty prevention and humane education unmatched by any like organization in Missouri.

The 1870 Associates is a program dedicated to the continuation of the Humane Society of Missouri's programs and services. By becoming a member of the 1870 Associates, you will have an opportunity to become part of our rich legacy for generations to come.

To become a member of the 1870 Associates, simply inform Tim Henry, at 314-951-1584 or via e-mail at thenry@hsmo.org, that you have provided for the Humane Society of Missouri with a planned gift or a bequest in a will or trust.

Benefits

A planned gift to the Humane Society of Missouri today will assure your own financial security while also helping us provide continued support to more than 90,000 animals and their owners each year. And through the 1870 Associates you can enjoy immediate benefits of recognition for your thoughtfulness. Members receive the following:

  • Member names appear on the 1870 Associates plaque in the mall area of the Macklind Headquarters.*
  • Members are invited to an exclusive annual event with the president of the Humane Society of Missouri.
  • Members are extended invitations to educational seminars on personal and family financial planning.

*If you wish to be anonymous, of course we will honor that request.

A charitable bequest is one or two sentences in your will or living trust that leave to Humane Society of Missouri a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Humane Society of Missouri [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to HSMO or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to HSMO as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to HSMO as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and HSMO where you agree to make a gift to HSMO and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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