The Foundation News

2016 EDITION

A Tale of Two Olympians Accomplishments, Struggles, and a $25,000 Prize Unite Carol Lavell and

By Jenny Johnson, Executive Director the USA in 3rd place for the bronze medal. Fast-forward to 2002, when young rider t’s not uncommon for the stories of top Laura Graves had a dream of being a top Iathletes to be similar. We often hear of the equestrian. That year her family purchased hard work, dedication, and sacrifices made Verdades as an extremely difficult 6-month- by the best in any sport, but it is rare when old from the Netherlands. As the years the stories of two athletes are entwined in passed, “Diddy” continued to be unruly, but such a way as those of Carol Lavell and moments of magic began to shine through. Laura Graves. As with Carol, Laura worked hard and didn’t In 1984, Carol Lavell purchased Gifted as give up on her horse when the going got an untrained 4-year-old from Germany. She tough. And seemingly out of nowhere, Carol Lavell and Gifted spent years building a solid, trusting relation- Laura and Diddy burst onto the US dressage Photo credit: Bob Tarr ship with Gifted and brought him up the scene in 2014. levels; however, it was not without setbacks There was a real chance for Laura and and frustration. Gifted was a big horse, es- Diddy to secure a spot on the 2016 US Olym- pecially in comparison to Carol’s petite, 5’4” pic Team, but they’d need some help to get frame, and he could be difficult to handle. there. Laura was used to scrimping and sav- At one point, a well-respected judge told ing, but this quest would need more support Carol that Gifted would never be a top inter- than she’d ever received. It was in the fall of national horse. Carol continued to toil away, 2015 that Laura submitted an application to living in her horse trailer at shows to save TDF for the $25,000 Carol Lavell Advanced money and working relentlessly to bring out Dressage Prize. Carol, her family, and friends the best in Gifted. had established the Prize in 2009 because Carol and Gifted ended up earning many Carol knew first-hand how difficult it was accolades at top national and international to finance international competition. She competitions, but their crowning achieve- decided that the ideal Prize candidate would ment was their performance at the 1992 be a talented, committed, qualified rider with . At that time, USA a plan to reach and excel at the elite, interna- had been in a 16-year dry spell with no Team tional standards of high performance dres- finishes in the top three. Solid performances sage. In 2016, that person was Laura Graves. by Carol and Gifted in Barcelona, along with Laura Graves and Verdades The $25,000 Prize enabled Laura to Photo credit: Shannon Brinkman a team-high 6th place individual finish, put focus on training Diddy with coach Debbie (continued on page 4) THE DRESSAGE FOUNDATION NEWS | 2016 EDITION In This Issue

The Dressage Foundation News The Tale of Two Olympians ...... 1, 4 is published by Message From TDF President & CEO, Beth Baumert ...... 3 The Dressage Foundation 1314 ‘O’ Street, Suite 305 Florida Dream Tour ...... 4 Lincoln, NE 68508 Young Rider International Dream Program ...... 5 Telephone: 402/434-8585 Grant Recipient Stories and Training Tips ...... 6-9 Fax: 402/436-3053 Email: New Fund Spotlight ...... 10 [email protected] Catching Up with Carey – A Century Club Story ...... 11 Website: Two-Tempi Challenge Update ...... 12 www.DressageFoundation.org 2017 ...... 12 Find us on Facebook Creative Ways to Help ...... 13 Leave a Lasting Legacy Through Your Will ...... 14 Planned Giving ...... 15 The publication is sent free TDF’s Book of Memory ...... 16 of charge to Foundation Donor List ...... 17-19 donors and friends. It is also posted on The Dressage TDF – Funding for the Future ...... 20 Foundation’s website, www.DressageFoundation.org, and is available to read or print as an Adobe® PDF file.

THE DRESSAGE FOUNDATION 2016 BOARD OF DIRECTORS

Maryal Barnett (MI), Chairman Michael Poulin (FL), Vice Chairman Judith Noone (MA), Treasurer Eliza Sydnor Romm (NC), Secretary Beth Baumert (CT), President & CEO

The Dressage Foundation is a Barbara Cadwell (FL) Lendon Gray (NY) non-profit tax-exempt corporation Joseph Carr (KY) Hilda Gurney (CA) [IRS Code Sec. 501(c)(3)]. Catherine Chamberlain (CA) Carol Lavell (FL) All donations are tax-deductible Nicole DelGiorno (VA) Karin Reid Offield (MI) to the extent allowed by law. Ralph Dreitzler III (WA) John F. Boomer (NE), Emeritus Sarah Geikie (CT) General Jonathan Burton (AZ), Emeritus

Staff Jenny Johnson, Executive Director © Copyright 2016 Jane Fucinaro, Administrative Assistant

2 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Message From TDF President & CEO, Beth Baumert

Dear Friends of TDF, yet competitive with the comparable This is your newsletter because it European Championships for Juniors tells the stories of how you have helped and Young Riders. We clearly need TDF become the inspiring and important to press on with the efficiency of our organization that it is. We’re all on training across this huge country, and this journey with the goal of improving that requires funds that are currently dressage across the board, helping insufficient. not only high performance riders but While the size of our country is often also judges, instructors, breeders and seen as a stumbling block to progress, I anyone who can help raise the bar predict that it will soon be our strength. for dressage in the U.S.. Creating that As we see young stars emerge from the depth of dressage expertise is what I grassroots of disadvantaged dressage call the rising tide of dressage in this locations, it’s easy to see how our size country. This tide isn’t caused by the will become our strength--hopefully moon. Rather, this tide can rise faster soon. When the TDF Board of Directors than the regularity of the ocean’s surge. meets in October, we’ll brainstorm The tide of dressage in this country is about how to help the pipeline work Beth Baumert, TDF President & CEO rising faster because of the generosity even better. of donors. You’ll see, in these pages, that But the way isn’t always easy. For generosity doesn’t always come in the example, the USEF pipeline program form of wealth. Dressage fans also that ushers, trains and encourages contribute their wisdom and their work. talented horses and riders through the Wealth, Wisdom and Work make TDF system from young horses and young tick, and you’ll see throughout this riders to the Grand Prix is definitely newsletter that dressage lovers are inspiring and feels like the right way to finding all sorts of creative ways to give go, but we have yet to see great results. to TDF. Many thanks to each of you for I refer, primarily, to the NAJYRC where being a part of the rising tide! we see talented horses and riders, but Cheers, they (and their scores) are not

Beth Baumert

3 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION

Florida Dreaming A Tale of Two Florida Dream Tour Participants Spend a Olympians Day with Top International Riders Accomplishments,

ellington is known to draw • Havensafe Farm, owned by Betsy Struggles, and a $25,000 Wtop international riders dur- Juliano, with Laura Graves, Prize Unite Carol Lavell ing the winter, and it also drew a Adrienne Lyle, Kathy Connelly, and Laura Graves crowd of dressage enthusiasts for Olivia LaGoy-Weltz, Jennifer (continued) TDF’s 2016 Florida Dream Tour. The Baumert, and Molly Tour, to benefit TDF and its Young • Stillpoint Farm, owned by Tuny McDonald in the months leading up to Rider International Dream Program, Page, with David Marcus and Rio. At the time of the award, Laura told gave people of all ages the opportu- Nicholas Fyffe us, “I am beyond honored to be the re- nity to learn from exceptional train- • MTICA Farm, owned by Janne cipient of this grant, which will allow me ers. At each stop on the Tour, the Rumbough to concentrate on everything Diddy needs trainers shared their philosophies • Bell Tower Farm, owned by Mikala as we move into our first Olympic year. and used real-time examples of how and Henrik Gundersen Having constant and consistent focus on they train and develop their horses. “Seeing these talented riders our training will make a difference. It can We appreciate the generosity of the and amazing horses, and the be tenths of a percentage that decide farm owners and the riders who systematic way they all train, medals, and I don’t plan on letting any provided our group with an incred- was truly inspiring!” points slip away. Thank you!” ible learning experience! – Diane Skvarla, Tour Participant And by now, you know the rest of the story. Many thanks to the Florida Dream Tour Sponsors: The US hadn’t stood on a podium for team dressage since 2004, when the bronze was awarded to USA in Athens. Much like Carol and Gifted in Barcelona, Laura and Diddy’s solid performances 2016 Florida Dream Tour participants with Janne Rumbough in Rio anchored the Team, who stood and Mikala Gundersen on My Lady on the podium together to receive the bronze medals, the first for USA in 12 years. Carol said that she was overjoyed with Team USA’s finish in Rio. “While watch- ing the Olympics, I empathized with Laura. Very few people know the kind of pressure of being the rider who can get the score needed for the Team to medal,” said Carol. “We really hit the jackpot in awarding the Prize to Laura and Diddy this year, and we hope to continue that every year with the Advanced Dressage Prize!”

Photo credit: Annan Hepner, Phelps Media

4 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Learning From the Best Four Young Riders’ International Dressage Immersion

tough or stressful circumstances and be aware of how you handle pressure. She stressed the need to have strong work ethic and a good reputation. – Emily General Impressions German riders Dorothee Schneider and Anabel Balkenhol were fascinating to watch and their horses were in total self-carriage. There was hardly a mo- ment when the horses were not totally on the aids, matching their rider’s seat Young Riders and Chaperones with Christoph Hess stride for stride. Being here really brings home that, even at the highest levels, ake the world’s best horse and rider active behind, in the spirit of piaffe. – this harmony is a rare thing to witness. combinations, add in the fact that Rachel T I am reminded by the expressions on it’s an Olympic year, place top Young From Juan Matute, Sr., the faces of all these horses that this is Riders from the US in Aachen, and you Spanish Olympian both an honorable and a widely illusive have a recipe for a once-in-a-lifetime In order to select a good young pursuit. – Jen V opportunity. In July, Young Riders horse, Juan emphasized having a good Rachel Chowanec, Emily Gill, Rebekah eye and a good program that the horse Mingari, and Lillian Simons traveled to Thanks to the Donors can be submersed in once purchased. the World Equestrian Festival CHIO in This program is only possible The partnership and development Aachen as part of TDF’s Young Rider because of the generous support together, as horse and rider, is the most International Dream Program. Accom- of these donors: important thing to focus on. – Lillian panied by chaperones Charlotte Bredahl Margaret Duprey and Jen Verharen, the group spent time From , Carol Lavell/Gordon and with international dressage profession- US Olympian May Cadwgan Foundation als who generously shared their time To attain harmony with your horse, Judith Ethell Glatz and wisdom: Steffen said that you much achieve and From Christoph Hess, FEI Judge maintain suppleness. He makes sure Rebecca and Brian Hafner that he’s not driving his horse too much Nikki Soich Christoph emphasized to us that to into the hand (or contact) because that become a really good rider, you have Taylor Harris Insurance Services can ruin the harmony between horse to have a passion and love for the (Sponsor of the Florida Dream Tour) and rider. – Rebekah sport and must pay attention to detail. Gardy Bloemers, Wealth Manage- When asked how he would start a From Betsy Juliano, US ment Advisor, Merrill Lynch Wealth horse in piaffe, he told us that from the Dressage Sponsor and Horse Management very first time he sits on a horse, it must Owner (Sponsor of the Florida Dream Tour) have a very clear two-beat rhythm. The Betsy’s advice to us regarding spon- Participants of the Florida Dream Tour trot to walk transitions must stay very sorships was to be professional under

5 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Because of You TDF Donors Help Improve Dressage in the US

Each donation you make to The Dressage Foundation is used to provide support for individuals who want to become more knowledgeable riders, instructors, judges, breeders, or want to improve in another aspect of our sport. Your support is making dressage in the US better and stronger!

Arianna Barzman-Grennan Annie Morris (CT) – who helped make it possible, including (CA) – Participant in USDF Recipient of The Dressage Foundation’s donors for Jr/YR Clinic Series (funded in a Major making it financially possible for me to part by TDF) Anders attend. I recommend that anyone audit these workshops, even if you do not I had the chance to participate in Lindgren want to become a Certified Instructor. the USDF Region 7 clinic with George Scholarship These workshops helped me overall Williams, and I want to extend my TDF donors become a more confident trainer and heartfelt thanks to The Dressage Foun- make opportu- instructor. dation for its support of these opportu- nities possible nities. Such chances to interact with the for young Gina Leslie, Sandpiper Farm top riders and coaches in our sport are professionals (NY) – Recipient of an Elysium amazing and don’t come around every and also help Annie Morris Photo credit: MacKenzie Cooley Farm Fund for US Breeder day. Supporting these programs makes to grow and Excellence Grant it possible for riders of all ages and improve the sport in the US. We Because of this grant, I was able levels to get wonderful help from top couldn’t do this without you. to attend the Hanoveraner Breeders trainers, and the value of that extends Orientation Class in Verden, Germany. beyond one lesson or one weekend. Andrea Quale (OR) – The trip will forever by one of the best Thank you so much for all that you do! Recipient of a Continuing Education for Instructors Grant experiences I have ever had. The op- portunity to learn and grow my breed- Overall, the USDF Instructor Cer- ing program has been priceless. Thank tification Program workshops were a you for your generosity! great experience. I appreciate everyone

Arianna Barzman-Grennan with George Williams Gina Leslie Photo credit: Carole MacDonald

Andrea Quale

6 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Because of You TDF Donors Help Improve Dressage in the US (continued)

North Coast Dressage Association – Dancing Horse Fund Grant Recipient April 13, 2016 A participant shared: I loved how interactive this clinic was Dear TDF Donors, with the other riders and auditors. It was, by far, the most fun I have had in a I’m a happy recipient of the 2015 Major Anders Lindgren Grant, and long time! I used to think that musical I’m joyfully using it to train regularly with Jan Ebeling through the 2016 season. We are bringing my 8-year-old Sueno Hit out at PSG freestyles were just riding to music, but Level and participating in the FEI Developing PSG Program. So far, they are so much more! Freestyle has Sueno has won all but one of his six open and developing PSG classes the potential to appeal to more “ca- at Rancho Murietta and Del Mar shows with scores from 70-74%. sual” riders and increase local participa- There is lots of room for improvement and maturity, but I feel he is tion in dressage. well-launched and thriving.

Nebraska Dressage Association I’ve been an FEI trainer, instructor, and competitor through Grand – Violet Hopkins Fund Grant Prix for many years, and this grant has given me something special, a renewal. I’m getting beyond the occasional clinic to check my self- Recipient driven progress. With a week at a time of pushing the envelope with A participant shared: Jan’s expert guidance, I can stretch my idea of what is possible. Jan’s In this Pilates for Dressage® clinic, insights and example are invaluable. I’m realizing my horse is better I learned a lot about how to exercise than I dared think. I feel current and confident competing amongst the ever-improving horses and riders of this generation. I’m excited and then position my body to make my about this growth and sharing it with my students and colleagues. horse more comfortable. All the exer- Thank you for making this possible. cises were really eye-opening. It was a wonderful experience. Thank you, TDF! Sincerely, Rachel Saavedra (CA)

Rachel Saavedra Photo credit: Carolynn Bunch Nebraska Dressage Association members attend a Pilates for Dressage® clinic with Janice Dulak

7 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Training Tips for You Grant Recipients Share What They Learned

TDF grant recipients are able to use their grant money for various educational experiences. But the training shouldn’t just help one person, and we encourage each recipient to share the education with others – students, colleagues, friends, club members – the more, the merrier! Here we share some brief riding tips that we hope will help you or someone you know.

Lisa Hall (PA) – the horse and rider. After watching Continuing Education for without instructing much, I would have Instructors Grant Recipient a better idea of how to proceed with my lesson plan. Having gone through Certification for Riders may believe that the horse not a second time, I’ve learned more about going round is a hand-issue, or a horse positive wording, awareness of your as- not going sideways is an obedience sessment before beginning a lesson, and issue. Finding the true root of the that a fault may only be a symptom, not problem is a fun challenge and helps the the problem. In my teaching, I had the rider much more. For example, instead habit of telling someone not to do some- of a rein problem, not being round might thing. By changing my wording and hav- come from not having enough forward ing the student DO something, the tone impulsion. Not going sideways might of my lesson becomes more positive. be because the rider is sitting on the Allowing the horse and rider com- wrong side of the saddle, instead of bination to warm up and not just jump an obedience question. into a lesson gave me time to assess Lisa Hall

Heather Hamilton (NC) – riding a cold backed horse) so when Karen Skvarla Fund for Young you request the horse to step back- Professionals Grant Recipient ward their back has a place to “fill up” underneath your seat. My instructor, Lynn Leath, explained to me her philosophy on the rein back: Once balance and shoulder-fore were understood and consistent in the warm- • Imagine walking forward and into a up, we entered the rein back: wall where you halt. • It is a forward backward movement. • Sit up tall and keep the forward walk idea, but because there is a wall, the • Halt, sit tall, check suppleness, cre- horse’s energy is directed backwards. ate space, sit up on thigh, add leg to a hand that creates a wall so horse • Elevate sternum, and make space steps backward and lifts back filling up between seat and saddle by sitting space under your seat. Heather Hamilton a little on your thigh (as if you were • Don’t lean forward! Photo credit: WNC Photography

8 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Training Tips for You Grant Recipients Share What They Learned (continued)

Katrina Sadis (MI) – degree of collection, Lendon cautioned Carolyn Van Cise Memorial me not to help Tess too much. “Organize Sportsmanship Grant Recipient or correct her if you have to, then leave her alone if you can.” She explained that In my lessons, Lendon Gray helped me always telling Tess to keep cantering and work towards my end goal of FEI Pony not break to trot was worse than letting (2nd-3rd Level movements), while keeping her make the mistake of breaking and Tess happy and interested in the work. then bringing her back to the canter and One of the biggest things we worked on letting her know that wasn’t what I want- was maintaining a forward desire and ed. Lendon didn’t mind if Tess or I made a self-carriage while developing collection in mistake, as long as we learned from it. her gaits. While working towards a higher Katrina Sadis

Lindsey Saad (WV) – for bend, my trainer told me to think Region 2 Gifted Fund for Adult of it for power to carry him forward. Amateurs Grant Recipient It took several attempts, but the final result was truly beautiful. It was power- Just like many amateurs, I do most of ful AND flowing. It’s so hard for me to my schooling on my own and get two get both. To the right, it got even harder. lessons in a clinic about once every 6-8 I overbend him this direction and get weeks. The opportunity to have concen- his shoulders stuck behind the motion. trated training time was just the boost The key is to not only think of powering we needed. We worked on shoulder-in from my inside leg, but to actually turn down the long side, turn down cen- MY shoulders and allow his shoulders to terline and halfpass. The key is for me advance. It literally feels like it releases to not let my horse get behind the leg. Lindsey Saad the hand brake in the halfpass. Photo credit: Pics of You Instead of thinking of my inside leg as

Emily Staadecker (NC) – Mann used a quote by Rosamund Stone that you must not only be talented but Captain Jack Fritz Grant Zander which I felt perfectly described also ethical, connected, teachable, loyal, Recipient the way a sponsored athlete must act organized and informed. - “You are more likely to be successful, The first topic of the USDF/USEF overall, if you participate joyfully with Young Rider Graduate Program was projects and goals and do not think your about sponsorships. Adequan’s Allyn life depends on achieving the mark.” Mann spoke of larger, corporate spon- Sponsors are going to be more attracted sorships while Kim Boyer more clearly to those who are passionate about defined individual sponsorships. Both what they are doing and believe in the Mann and Boyer gave advice on how to products they are using, but who also attract and keep a sponsor. Ultimately hold their head up high when things the key to both is how you handle your- don’t go as planned. Boyer made it clear self through both the ups and downs. Emily Staadecker

9 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION New Fund Spotlight New Grants for Youth, Show Management, Adult Amateurs, and Judges

We are honored to announce these new Grant Funds, which will help a variety of individuals for many years.

Cynthia Aspden Lloyd Landkamer Evie Tumlin

Photo credit: Susan J. Stickle

Cynthia Aspden breeder, top show manager, FEI Amateur riders who currently reside in Youth Development Fund Steward, and Regional Director. This USDF Region 9, for educational experi- Cynthia Aspden felt that young Fund, established in Lloyd’s memory, ences that will further the applicant’s equestrians needed to become horse- will provide grants for show managers knowledge of dressage. The application men, not just riders, as their foundation or secretaries to help them move up deadline will be announced soon. is critical for the growth of the sport. the levels of management. Grants She wanted to continue that legacy af- will be awarded for costs associated Shannon Foundation Fund ter her passing, so she designated part with completing mentoring and for Judges’ Licensing of her estate to create grants for youth apprenticeship requirements. Other The Shannon Foundation Board of and young adult riders (age 25 and educational events will be considered Directors, at the request of dressage under). Grants will be awarded for edu- as well. The application deadline is professional Julie Shannon (GA), cational experiences that are not within November 1st of each year. recently established the Shannon the horse and rider’s typical training Foundation Fund for Judges’ Licensing, plan, that will strengthen their overall Evie Tumlin Memorial Fund to help create a strong pipeline of skills as a horseman. The application for Region 9 Adult Amateurs judges in the United States. Grants deadline is July 15th of each year. Evie Tumlin was an integral part of will be awarded for dressage judges her Region 9 dressage and eventing to participate in activities related Lloyd Landkamer Show community and touched countless lives to obtaining a judging license of Management Development Fund throughout her years of serving and “recorded” (small ‘r’) or higher. Lloyd Landkamer was a passionate helping others. The goal of this Fund is The application deadline will be ambassador for dressage in the US, as a to provide financial assistance to Adult announced soon.

10 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION

Catching Up With Carey A Century Club Story

Carey Evans of Portland, Oregon, outdoor arenas, as well as trails. We was a spry 84-year-old when she and can ride if it’s raining or not raining, her horse, Enjoy, became Century Club which we have to deal with in Oregon! Team #41 in 2006. Now, 10 years What is the most rewarding part later, Carey can still be found riding on of working with horses? a regular basis as she approaches her To think that even though I ride 95th birthday. We thought it would be very badly at this point – I have more Century Club fun to catch up with her on the 10th replacement parts than original! – if the UPDATE (as of September 20th) anniversary of her Century Club mem- horses are ridden from back to front, bership. even older horses begin to move better. New Members This Year: What lessons you have learned That is very rewarding for me, even if 50 anticipated new members from riding in your senior years? just at the walk. If you build a relation- at this time Exercise and recreation are rec- ship with the horses, they will respond ommended to reduce stress in older and learn. Oldest Combination (TIE): people. Riding is something seniors How do horses and dressage Team #230 Laura Joyce King can do for both exercise and recreation, help you? and Chocolate Chip (108 years) and associating with animals is good for I generally ride about three times per and Team #254 Mary Brady and us. Also, you need a horse that can still week. This provides me with exercise Shatar (108 years) learn, so you can teach them what you and entertainment, and I appreciate Oldest Rider: need them to do. For example, I had to having the opportunity to ride. There Laura Joyce King, 90 years old teach a horse I was riding to be more are many nice people at the barn and I patient while I am mounting. She has enjoy their company. Oldest Horse: learned to stand absolutely still for me. Do you have any words of advice Harmony, 35 years old, How do you stay motivated to for other senior riders? owned and ridden by Esther go out to the barn each day? Keep riding! Absolutely keep riding! Siegel, pictured above I enjoy working with my horse. We You have to make a way to do it. If you Number of States represented: can ride no matter what the weather have an older horse that dies, find an- 14 states represented so far this because the facility has indoor and other one. Look for one that still likes year. Colorado has the most new to work, even if at the walk. members, with 7 teams.

Thank you to the Century Club sponsors, including Platinum Performance and many dressage clubs and individuals, for helping us continue this program!

Carey Evans

11 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION

2017 FEI Two-Tempi Challenge Update

World Cup he 2016 Two-Tempi Challenge, presented by The Horse of Course, is off Tto a great start! So far, we have had seven riders participate, $8,275 has Dressage Finals been raised, and a cumulative 260 tempi changes performed! Challenges have been hosted at events such as Dressage at Lexington, the NEDA Summer Show, in Omaha and Adequan Global Dressage Festival, and some riders have submitted and publicized their individual efforts to rise to the top! Here’s a look at our What are your plans for March 29 current leaders:

– April 2, 2017? We invite you National Leaders: Heather Salden-Kurtz (MN) – 80 Two-Tempi Changes to join us at the FEI World Cup Stacy Pattison (VA) – 51 Two-Tempi Changes Dressage Finals in Omaha! Thanks Region 1 Leader: Stacy Pattison (VA) – 51 Two-Tempi Changes to a grant from USA Equestrian Trust, we’ll be there with a brand new Region 2 Leader: Jim Koford (KY) – 39 Two-Tempi Changes booth display to showcase all the Region 3 Leader: Kaitlyn Blythe (SC) – 43 Two-Tempi Changes wonderful things our donors are Reserve: Shannon Dueck (FL) – 39 Two-Tempi Changes

doing for dressage in the US. Region 4 Leader: Heather Salden-Kurtz (MN) – 80 Two-Tempi Changes Jenny and Jane will be on hand Region 8 Leader: Jennifer Wilson-Horr (ME) – 34 Two-Tempi Changes to answer any questions you have Reserve: Mary Bahniuk Lauritsen (MA) - 23 Two-Tempi Changes about applying for a grant or Top Donor Group: James Koford: $4,962 Raised making a donation. Stay tuned for details about a very special Reserve: Shannon Dueck: $2,957 Raised raffle, too! These rankings are not final, however, because the Challenge runs through To purchase tickets or learn December 31st, 2016! Prizes are sponsored by The Horse Of Course and will more about Omaha, visit be awarded regionally and nationally for Two-Tempi Challenge Champions. www.omahaworldcup2017.com The top two donor groups will all receive prizes, as well. Contact us or visit www.dressagefoundation.org if you’d like more information on how to participate!

https://thehorseofcourse.com

12 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION Want To Help? Groups and Individuals Find Creative Ways to Raise Money for TDF

ndividuals and groups who are inter- donation of a horse trailer and is Grant recipients have gathered Iested in helping others through TDF selling raffle tickets. Proceeds will donated services such as stud fees, are finding creative ways to raise dona- be split between their dressage group lessons, judging fees, products, etc., tions. There are many ways to help, so and TDF. and auctioned them through online

we thought we’d share a few of their • Individuals such as Judith Noone, fundraisers. We can even help you ideas! We are thankful for… Meredith Clark, Tom Noone, and with that! • Middleburg Tack Sale to benefit TDF’s Stephanie Brown-Beamer have • Does your employer have a com- Karen Skvarla Fund for Young Profes- organized benefit clinics for TDF. pany matching program? When you sionals, organized by Diane Skvarla: Instructors either reduce their fees or donate, some companies will match a In-Kind donations of used or new donate their time. Clinic proceeds are percentage of your donation to TDF.

tack, equine supplies, or apparel donated to TDF, or auditing fees are • Do you love to shop online through were donated and then sold by collected and given to TDF. Amazon? Find TDF on AmazonSmile, Middleburg Tack Exchange (VA). • Partner with your GMO to have a and a small portion of every purchase Middleburg sends profits to TDF fun Silent Auction like grant recipient you make will come directly to TDF! for the Skvarla Fund. Clara Etzel did, or even host a tack Whether your fundraisers are big or • Classical Attraction Dressage Society’s sale to benefit TDF! small, we appreciate every penny raised Trailer Raffle: CADS received a • Host an online auction through on our behalf. Facebook or other platforms.

Tom Noone and Meredith Clark with benefit clinic participant

13

Planning for the Future Leave a Lasting Legacy Through Your Will

Will is important for adults of all Every bequest to The Dressage A ages – it will ensure that your Foundation advances the course of family is provided for and will enable dressage in the United States. We’d be you to leave a legacy with causes that happy to send you sample language for are close to your heart. By creating or making a charitable bequest, or you can updating your Will, your final wishes will find the information on our website at be carried out as you had always hoped. www.dressagefoundation.org/support/ planned_giving.html Do you need a Will? Even if you are young or feel your estate is too small, a Will is necessary A DONOR STORY because it is the legal avenue through My passion for musical freestyles which important issues should be ad- began in the mid-1990s after seeing dressed, such as naming an executor, video of amazing freestyles at the 1994 naming a legal guardian for minors, World Equestrian Games. The combina- making gifts or transfers, and reducing tion of music matched to a “dancing” estate tax liability. horse was eye opening and I knew I In the absence of a Will, a judge wanted to get more involved. would name an executor and a In 2003 I initiated a call to TDF to guardian for minors, and a formula explore the possibility of establishing would determine asset distribution. a Grant Fund to support and promote Don’t leave your final wishes up to musical freestyles, and the Dancing the courts – create your Will today! Horse Fund was created to accomplish If you aren’t sure how to get that goal. Although the amount in the started, we can help! Contact us at Fund is adequate to support current [email protected] or levels of activity, I wanted to ensure it (402) 434-8585 to request a free was properly funded for the long term. Wills Guide. It will help you gather I believed the best way to accom- important information that you’ll plish the long term goal was through need as you begin the process of my Will. Thus my Federal job-related creating or updating your Will. equivalent of an IRA names The Dres- Philanthropic Wishes sage Foundation’s Dancing Horse Fund Charitable bequests are an easy as beneficiary when I pass. Hopefully way for nearly anyone to express that legacy will ensure many future rid- specific philanthropic wishes. A ers will be smiling when they “dance” with their horse. bequest, made to the cause of one’s – Michael Matson, choice through a Will, may be made Chair of TDF’s Dancing Horse in a variety of ways, including naming Fund Committee a specific dollar amount, a percentage of the estate, or specific assets.

14 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION

A Gift for the Foundation’s Future Benefits of Planned Giving

lanned Giving refers to LOWELL’S LEGACY Pcharitable gifts that require some Lowell Boomer launched Boomer’s Printing Company in 1919 and presided planning before they are made, over the company for the next 74 years. and can provide valuable tax In 2001, he arranged for the company’s benefits and/or income for life long-time employees to purchase his stock, thereby turning ownership and for the donor (or in some cases, management over to them. someone the donor designates). Because Lowell’s stock was long and closely held, its appreciated value over Planned gifts can include all those years was substantial, and bequests/wills, trusts, or gift all subject to capital gain taxes (20% annuities. Potential benefits federal, 7% state) if he sold the stock outright. Working with his estate plan- Lowell Boomer to the donor include reducing ners, he elected to create two Chari- income tax, avoiding capital table Remainder Unitrusts, funded with placed as assets in the two Unitrusts. his company stock valued at $200,000 The second tax advantage was a sub- gains tax, passing assets to each. He received the Unitrust income stantial charitable contribution income family at a reduced tax cost, during his lifetime, taxable to him at tax deduction, taken at the time of the and making a significant and ordinary income tax rates, while the Unitrusts’ creation, thereby lessening his assets grew tax-free inside the two Uni- payment of income taxes. meaningful gift to the charity! trusts. Since Lowell’s death, an annual When he established the Unitrusts, Throughout the years, fixed 7% of the Unitrusts’ asset value Lowell Boomer said, “Through the use has been paid to Lowell’s son, John and of these two Charitable Remainder generous donors have worked John’s wife, Lynn, until the second of Unitrusts, I have been able to extend with The Dressage Foundation them is deceased, at which time the the value of assets built over my life- to establish various types of charitable remainder amount will be time to provide income for me in my paid to The Dressage Foundation. The senior years, to provide income for planned gifts. One of the most second Unitrust has paid an identical my two sons and their families during generous Planned Gifts TDF has income stream to Lowell’s son, Jim, and their senior years, and then to help the Jim’s wife, Lois, until the second of them equestrian sport in which my family and ever received was from founder, is deceased, at which time the remain- I have spent so many enriching, enjoy- Lowell Boomer. der will also be paid to The Dressage able years.” Foundation. If you would like to learn more about Lowell gained two solid tax advan- types of Planned Gifts that can help you, tages for making these estate plan your beneficiaries, and our sport, please arrangements. The first was the avoid- contact TDF at (402) 434-8585 or visit ance of paying capital gain tax on the www.dressagefoundation.org/support/ highly-appreciated value of the stock he planned_giving.html

15 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION TDF’s Book of Memory Honoring Dressage Friends, Past and Present

DF’s Book of Memory is a way Kathryn Meintsma, Anne Moss, In Special Memory of Tfor you to remember dressage Adrienne Pot, Ruth Rensink, our Equine Friends enthusiasts who have passed away, to Axel Steiner, Anne Sushko, Andre, owned by Judy Finkel honor living dressage friends, or to Sonja Vracko, Kentucky Dressage Judy Finkel give special recognition to retired or Association Chesterton, owned by deceased horses. A donation to Karen Skvarla Sharon Berkshire the Book of Memory will provide Dorie Forte, Chris Graybill, Sharon Berkshire a lasting tribute to your devoted Joanna Shearman, Diane Skvarla, dressage friends. John Skvarla, Leslie Sponberg, Gator, owned by Marie Maloney Bruce Stephens, JoAnn Weisenford Nancy Litsch The following individuals and Lee (Dennis) Sobba Lancer, owned by Michael Matson horses have been added to the Book Arkansas Dressage Society, Nancy Sobba Katie Tolbert of Memory since September 2015. Uwe Steiner Levi, owned by Judy Seeherman The name of the individual being Cindy Bickman, Catherine Echternach, Maggie Brodnick, Lyn & Don Christie, honored appears in bold italic type; Joan Ehnle, Rebecca and Brian Hafner, Debbie Gibbons, Gilan & Tim Hanagan, donors’ names appear below it in David and Susan Haupt, Sharyl Kidd, Nancy Kassner, Jacqui Key, Deb Neivert, regular type. Mary Alice Malone, Donna Reber, Bev Parks, Barbara Ross, Natalie Sandler, Nancy Ruth Judy Seeherman, Kathy White, In Memory of Mary Yates Dressage Enthusiasts Evie Tumlin Colleen Byrne, Lisa Seaburg, Donors to Winspo, owned by Allison Gerlt Patsy Albers Donna Meyer’s Two-Tempi Challenge, Judy Ethell Glatz, Kate and Ruth Babcock, William and Dianne Boyd, Mississippi Eventing and Dressage Martin Kuhn, Alice Martin, Carol Lavell/Gordon and May Cadwgan Association Patricia McVary, Jon and Ida Gray Noll Foundation, Janine Malone Carolyn Van Cise Veronica Holt Pamela Evans, Elaine Ludwig, We invite you to visit our online Michelle Anderson, William and Randy Miller, Jesse and Sylvia Sabo, Book of Memory for names of all Dianne Boyd, Jane Bunting Sage, Edward and Amy Van Cise, those who have been honored Joan Clay, Melinda Hallmark, Ken Van Cise, Stephanie Wangler through the years. It can be viewed Deborah Heier, Theresa Hunt, at www.dressagefoundation.org. Kentucky Dressage Association, In Honor of Living Click on “Support” then “Book of Michelle King, Kristina Lee, Arlene Page, Dressage Friends Memory.” Heather Petersen, Anne Sushko Beth Baumert Lloyd Landkamer Maryal Barnett Jeanne Ahrenholz, Janet Foy, Judy Finkel Christel Carlson, Joan Clay, Mary Bolovan, Linda Burton, Susan Fran Dearing Kehr, Ralph Dreitzler, Conda, Joy Potthoff, Michele and Margaret Freeman, Lendon Gray, Mark Seitzinger Deborah Heier, Fiona Hillen, Margo Hoagland, Lisa Hollenbeck, Robert Gaebel Angela Jackson, Linda Landers, Susan Gaebel Wallace

16 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION We Thank The Dressage Foundation’s Donors Gifts received from September 1, 2015 to August 31, 2016

$10,000+ Donors Michael Matson Anne Sushko Patricia McVary Anonymous Rennoc Corporation Foundation Edward and Amy Van Cise Jerry Morris Cynthia Aspden Estate Lisa Seaburg Meredith Watters Andrea Neves Maryal Barnett Taylor Harris Insurance Services Sue Anne Wells Northern Ohio Dressage Association O.D. Fisher Charitable Foundation Lisa Wilcox $250-$499 Donors Oregon Dressage Society Carol Lavell/Gordon and $500- $999 Donors Jeanne Ahrenholz Kathy Putnam May Cadwgan Foundation Ruth Babcock Alamo Dressage Association Ruth Rensink $5,000-$9,999 Donors Debbie Banas Jennifer Baumert Rebecca Rigdon Margaret Duprey Dr. Rod, Debbie and Heidi Basler Karl Baumert Heather Salden-Kurtz Martin and Toni Sosnoff Foundation Becky Brown Christian and Nancy Bigelow Donn and Lisa Schneider Mississippi Eventing and Dressage Jane Bunting Sage Carlene Blunt Leslie Sponberg Association Brenda Curnin Amy Bresky Joan Sussman $2,500-$4,999 Donors Ellin Dixon Miller Joseph Carr Eliza Sydnor Romm Beth Baumert Judy Ethell Glatz CDS- Foothills Chapter Margaret Tremain Dressage at Devon Lori and Carl Fisher CenterLine Dressage Ken Van Cise Beverly Gepfer Charitable Frederick Flemming Carolyn Christie and Friends JoAnn Weisenford Foundation Meg Flemming and Gail Lewis Robert and Jean Clements $1-$249 Donors Platinum Performance Lynne and Race Foster Leslie and David Cline Peggy Abbott Bruce Stephens Janet Foy Glenn and Sallie Cochran Jean Amanda Adkisson USA Equestrian Trust Lendon Gray Ralph Conner Eva-Maria Adolphi Zacharie and Louis Vinios Harold and Betsy Hestnes Elise De Papp Herman Aguayo Benefit Clinic Organized by Caroline Jacob Judith Noone, Tom Noone Barbara Doherty Lisa Alexander and Meredith Clark Kevin and Janet Keller Eva Lynn Finlon Sally Alksnis Middleburg Tack Exchange Juliet and Philippe Le Dorze Martha Goodney Alpha Dressage Association Fundraiser for Skvarla Fund Lincoln Community Foundation Lisa Gorsuch Mary Jane Alumbaugh $1,000-$2,499 Donors Middle Georgia Sport Horse Jon and Ida Gray Noll Amazon Smile Association Gardy Bloemers, Wealth Chris Graybill Leslie Anderson Management Advisor, Merrill Arlene Page Sherry Guess Michelle Anderson Lynch Wealth Management Michelle Paris Johanna Gwinn Sharon Andrews Bess Bruton Bob and Diane Perry Rebecca and Brian Hafner Anonymous Jonathan Burton Julia Peterson Jackie and Charles Harris Arkansas Dressage Society Ralph and Freddie Dreitzler Karin Reid Offield Stacey Hastings Victoria Asuaje Joan Ehnle Rocky Mountain Dressage Society Theresa Hunt Austin Dressage Unlimited Candace Faber Peter Rosow Jenny Johnson Allison Bailey Nancy Hutson and Ian Williams Gretchen Schmidt Julie Julian Dale Baker Linda Landers Annis Singleton Buell Betsy Juliano Marian Baldwin Elaine Ludwig Diane Skvarla Michelle King Sally Barber Jane MacElree Smoke Rise Foundation Cindy and Randy Lambert Debbie Barcus Mary Alice Malone Nikki Soich Janine Malone Heidi Basler

17 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION We Thank The Dressage Foundation’s Donors Gifts received from September 1, 2015 to August 31, 2016 (continued)

Janet Beckers Gabrielle Claridge Molly Frey Judith Huddleston Diane Bell Joan Clay Jane Fucinaro Mariye Inouye Ann Belth Charlene Cole Robert Gaebel Wendy Insinger Marion Benedict Sindorf Susan Conda Susan Gaebel Iowa Dressage and Combined Sharon Berkshire Cyndi Craig Doris Gahwyler Training Association Cindy Bickman Emily Craig Donaldson Lacy Genovese Nancy Isaacson Debra Bishop Eiren Crawford Dianne Georgian-Smith Angela Jackson Rowena Blythe Ruth Crennell Kathleen Gilroy Susan Jacobs Chad Bohne Sharon Curran Cynthia Giordano Anne Johnson Mary Bolovan Marcetta and Don Darensbourg GLASS-ED Nancy Johnston Erin Boltik Mary Grace Davidson Evelyn Goebel Nathan Jones Deborah Bono Susan Day Radene Gordon Beck Marion Julier Suzanne Border Fran Dearing Kehr Jean Gore Kaiser Permanente Community Giving Matching Gift Program William and Dianne Boyd Cindy Deaton Judith Grass Lauren Kalns Candy Brake Eva Debruyn Mary Grigar-Fitzsimon Linda Kapusniak Elizabeth Braun Linda Deyo Suzie Halle’ Nancy Kassner Molly Brewer Dorothea Donovan Melinda Hallmark Alexander, Tatiana and Emily Brewer Johnson Michelle Dorsey Ashley Hammill Amanda Katsman Sally Briney Barbara Doughty Thann Hanchett Kentucky Dressage Association Kylie Brkusich Elizabeth Douglas Nancy Hancock Sharyl Kidd Cyrille Bullock Louise Duda Susan Hancock Harriet Kiehl Laura Burket Catherine Echternach Barbara Handley Laura Killian Linda Burton Kathy Edwards Janet Hannon Jerry Kleffman Virginia Bush Amy Eisenstadt Peggy Ann Harder Kathleen Knappitsch Colleen Byrne Kurt Elder Anne Harrington PJ Koehler Barbara Cadwell Cean Embrey David and Susan Haupt Mark and Kim Koenig Marilyn Cantey Priscilla Endicott Hawaii State Dressage Society Reese Koffler-Stanfield Capstone Saddlery Clara Etzel Deborah Heier Kate and Martin Kuhn Christel Carlson Pamela Evans Janet Henderson Anne Kuhns Martha Carter Thomas Faylor Bob Henry Anne Kulak Suzanne Case Fern Feldman Viktoria Herson Kristina Lee Kathleen Caspary Judy Finkel Sandy Hider Mimi Leggett Marilyn Cassidy Jaralyn Finn Cheryl Hightower Lehigh Valley Dressage Association Cayuga Dressage and Combined Michael Fisher Sandler Thomas Hill Debbie Lemieux Training Association Howard and Barbara Fleming Fiona Hillen Ellen Lerner Lauren Chandler Lilo Fore Margo Hoagland Katherine Lewis Susan Chapman Dorie Forte Lisa Hollenbeck Kathryn Lewis Janet Chisholm Margaret Freeman June Hooks Nancy Litsch Terry Ciotti Gallo French Creek Equestrian Association Jean Horney Karin Loftin

18 THE DRESSAGE FOUNDATION NEWS | 2016 EDITION We Thank The Dressage Foundation’s Donors Gifts received from September 1, 2015 to August 31, 2016 (continued)

Marianne Ludwig David and Diane Octaviano Jesse and Sylvia Sabo Elaine Taub Adrienne Lyle Nettie Olsen Anne and Peter Santer Jo Ann and David Taylor Carol Machulski Donald and Carolyn Orndoff Denise Sarnoff Jeannette Templeton Alice Martin Amanda Paris Ruth Sawin Texas Equine Hospital Sarah Martin Anita Parra Sylvia Schafer Texas Equine Massage Lilla Mason Ashley Parsons Teresa Schlesinger-Parker The Damn Horse Traders Caroline McConnell Kassidy Peacock Monika Schnacke Sharon Thomason Mary McConnell Jean Pecor Schroeder Group Sally Tiegs Heather McCullough Heather Petersen Marilyn Schroer Katie Tobert Debbie McDonald Nan Phipps Judy Seeherman Leanne Tousey Sheila McFarlane Pierre Pirard Michele Seitzinger Nancy Trait-Lira Jane and John McKean Julie Pittenger Joan Shapleigh Russell Tumlin Anne McMillan Gerhard Politz Joanna Shearman Utah Dressage Society William McMullin Adrienne Pot Jennifer Shepherd Julie Van Horn Robyn McNutt Joy Potthoff Ryan Shumacher Carolyn VandenBerg Kathryn Meintsma Richard and Kaaren Powell Rachel Sigler Jen Verharen Stephanie Meredith Annette Pressas Robin Simpson Karen Vinsant Anne Migliozzi Miss Purrcynth Julie Skinner Virginia Dressage Association – Randy Miller Wayne Quarles John Skvarla Northern Chapter Christine Morales Doug, Kimberly and Elizabeth Smith Sonja Vracko Michelle Morehead Makenzie Rath Emily Smith Myra Wagener Jessica Morgan Jessica Rattner Nancy Sobba Judith Wagley Annie Morris Donna Reber Mona Sobieski Martha Wallis Jill Morris Kristen and Mark Redston Southeast Virginia Dressage Stephanie Wangler Anne Moss Susan Reed Association William Warren Sarah Mulder RevitaVet Linda Speer Ruthann Watts Lisa Mullens Marion Ritchey Vance Elinor Spellerberg Anna Weniger Nebraska Dressage Association Marie Rittman Axel Steiner and Terri Miller Elizabeth White Heather and Steve Neely Pinky Roberts Fran Steinwedell Amanda Wilgenburg Jay Neisemier John Rodenburg Charli Ann Stevens Corinne Williams Randi Nelson-Shipley Josephine Rodgers Thomas and Simonetta Steyer George and Roberta Williams New England Dressage Association Debbie Rodriguez Libby Stokes Karen Williams Georgianne Nienaber Leslie Rohrer Janet Stone William Wise Judith Nordstrom Felice Rose Danielle Stout Sheila Woerth Judith Nothem Barbara Ross Karen Stricklett John and Kristina Wood Gigi Nutter Yan Ross STRIDE Karen Woods Kathleen and Mark O’Connor RU Game Jon Stromberg Jessica Wright Roberta O’Dell Colleen Rull Theodore and Judith Sunder Ann Yellott Deborah O’Keefe Nancy Ruth Kathryn Sutton Jo-Anne Young

19 TDF Funding for the Future

our donation to TDF is an investment in Y the future of U.S. dressage. Not only will you help horses and riders today, donations to TDF support the future of dressage in our country through the continuing education of riders, instructors, trainers, judges, breeders, and more.

We invite you to join our donor family!

Your tax-deductible gift can be made at www.dressagefoundation.org, by calling (402) 434-8585, or by sending a check to the address below.

Leave a Lasting Legacy for the Sport You Love.

Planned gifts such as bequests/wills, trusts, and gift annuities provide important, lasting support for TDF and can provide substantial tax benefits for you. Contact TDF for more information on how your gift can help you and U.S. dressage.

Catherine Chamberlain, TDF Grant Recipient THE DRESSAGE FOUNDATION Photo Courtesy of Phelps Media Group / Mary Adelaide Brakenridge 1314 ‘O’ Street, Suite 305 Lincoln, NE 68508 402-434-8585 [email protected] www.dressagefoundation.org