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The Pattens Got Organized—And Felt Relieved Once It Was Done

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Jerry and Lois Patten

Over the last 30 years, Jerry and Lois Patten have provided a loving home to dogs in need of a second chance—eleven of them in all and even one puppy. Often the dogs had issues that required patience and dedication that the Pattens were uniquely able to provide. The result has been a lifetime of joy from seeing first-hand the change in their dogs as they became healthy and happy in their new home.

The Pattens have always believed in the work we do at AHS and have been faithful annual donors. A few years ago, they realized that their financial situation had changed and they had not updated their plans to provide for the people and causes they care about. "We got organized," Jerry explains, "and felt relieved once it was done." Today they feel very connected to AHS. In addition to their annual giving, they became members of the
Legacy Circle by making a provision for AHS in their will. Jerry volunteers by walking dogs at the Woodbury shelter and is always happy to see them get adopted. AHS alumna Abbey, a Scottie, thanks the Pattens every day for the new home she has with them and their retired show-dog, a Westie named Daisy. AHS is grateful, too, for the many ways the Pattens have provided help and support for the animals.

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A charitable bequest is one or two sentences in your will or living trust that leave to Animal Humane Society 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 the Animal Humane Society [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 the Society 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 the Society 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 the Society 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 the Society where you agree to make a gift to the Society 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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