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Sample Language for Planned Gifts

Below are some examples of language you can use for different types of bequests. Be sure to consult an attorney when preparing legal documents. Horizons Foundation's tax ID number is 94-2686530.

   
There's a personal side to this: I have no kids, and over the years I've been feeling that I want to leave less and less to my nieces and nephews and more to charities. I have confidence in Horizons and believe that they are well-positioned to see broad needs [in the LGBT community].

Legacy Circle member
 

 

Percentage of your estate
"I give ____% of my estate to Horizons Foundation, located in San Francisco, California, for its general charitable uses and purposes."

Fixed amount of money
"I give $____ to Horizons Foundation, located in San Francisco, California, for its general charitable uses and purposes."

Real estate or other property
"I give [description of property, including exact location] to Horizons Foundation, located in San Francisco, California, for its general charitable uses and purposes."

Residual bequest
"I give the residue of my estate to Horizons Foundation, located in San Francisco, California, for its general charitable uses and purposes."

"I give ____% of the residue of my estate to Horizons Foundation, located in San Francisco, California, for its general charitable uses and purposes."


To learn more about how planned giving can make a critical difference for you, the people you love, and your community, please contact Roger Doughty at 415.398.2333 x102 or rdoughty@horizonsfoundation.org.

 
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