Gifts That Pay You Income

You can leave your Legacy of Pride will also creating an income stream for yo​u or your family.

CHARITABLE Remainder TRUST

A charitable remainder trust, or a CRT, is an irrevocable trust that generates a potential income stream for you or other beneficiaries, with the remainder going to Horizons. You can name yourself or someone else to receive a potential income stream for a term of years, no more than 20, or for the life of one or more non-charitable beneficiaries, and then name Horizons to receive the remainder.

With a CRT, you have the potential to take a partial income tax charitable deduction when you fund the trust, which is based on a calculation on the remainder distribution to Horizons.

There are two main types of charitable remainder trusts:

  • charitable remainder annuity trust distributes a fixed annuity amount each year, and additional contributions are not allowed.
  • charitable lead unitrust distributes a fixed percentage based on the balance of the trust assets (revalued annually), and additional contributions can be made.

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Notify us of your legacy gift to unlock an additional $1,000 contribution.


Thanks to a generous challenge match from Hon. James Hormel and Michael Nguyen, your legacy gift will trigger an immediate $1,000 gift that will help power Horizons' work today, including our ongoing response to the COVID-19 pandemic. Don't miss the opportunity to have an additional gift made in your name!


Questions? Want to set up a time to talk?

Theary Chan

Theary Chan

DIRECTOR OF PHILANTHROPIC SERVICES

Pronouns: she/her

(415) 398-2333 x121

This information is not intended as legal, accounting, or other professional advice. For assistance in charitable giving, always engage the services of a qualified professional.