Dianne Carlile Gives Far Ranging Support

Dianne CarlileGrowing up in Ipswich, England, which is 60 miles northeast of London, Dianne Carlile was not around many animals. Although her mother did not have the same affinity for animals as Dianne, she did allow her daughter to have one cat as a young girl.

When she was a young woman in England, she met her husband, a United States airman, who brought her to America to begin a new life. The couple originally settled in Kankakee, Ill., where her husband had grown up, but soon moved to Cape Girardeau, Mo., where his sister lived. She says she enjoyed living in the southeast Missouri town and found it a good place to raise her son, Shaun. After divorcing, Dianne chose to stay in Cape Girardeau, where Shaun graduated from Southeast Missouri State University. Later he earned his master's degree at Saint Louis University. When Shaun moved away from Cape Girardeau, Dianne felt she needed a change. She moved to St. Louis and eventually settled in Kirkwood, which she now calls home. Shaun was established in a promising career when he died tragically in 1996 at the age of 31.

Although Dianne had been an accountant most of her working life, she found herself searching for something more fulfilling after her son's passing. She decided to combine her love of animals with volunteer work,which was how her relationship with the Humane Society of Missouri was forged. She began volunteering in the adoption center, then decided to work in the development office assisting with mailings and keeping the staff organized. Dianne also launched a second career with animals-she is a pet and house sitter and says it is perfect for her as she no longer owns any pets of her own.

Volunteering was only the beginning of Dianne's relationship with the Humane Society of Missouri. She wanted to do more, so she arranged a bequest in her estate plans for the Humane Society and became an 1870s Associate. She says it is a perfect way for her to contribute by remembering the Humane Society in her will and at the same time considering her own needs during her lifetime. As a volunteer, donor and 1870s Associate, Dianne is truly committed to animals and to the Humane Society of Missouri.

"Since Shaun's death, my love for dogs has helped fill a big void," Dianne says. "Dogs can be a lifesaver; I know they certainly have been for me." If you have questions about providing for the Humane Society of Missouri in your estate plans or about other planned gifts, please contact Tim Henry at 314-951-1584 or thenry@hsmo.org.

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 give to Humane Society of Missouri, a nonprofit corporation currently located at 1201 Macklind Avenue, St. Louis, Missouri 63110, or its successor thereto, ______________* [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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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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