Sample Beneficiary Designation

To designate Horizons Foundation as a beneficiary of a qualified retirement plan or other financial account, please use the following information:

Legal Name: Horizons Foundation
Federal Tax ID Number: 94-2686530
Address: 155 Sansome Street, Suite 650, San Francisco CA 94104

Legacy Giving Toolkit

FreeWill. FreeWill is an innovative, online resource that allows you to create a legally valid will or living trust for free in as little as 20 minutes. FreeWill not only provides a simple, cost-free, confidential way to plan for the future, but it also allows you to create your Legacy of Pride and help secure the future for LGBTQ generations to come.
Sample Language for Your Will or Trust. Find language that may help you and your attorney when making a variety of types of bequests.
Sample Beneficiary Designation. Get the information you need to to designate Horizons as a beneficiary of a qualified retirement plan or other financial account.
Sample Codicil. Find language that may help you and your attorney when amending your bequest.

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Let us know about your legacy gift.

By notifying us about your future legacy gift, you become part of the Horizons community as a member of our Legacy Circle. We're then able to recognize your commitment to our community's future when we honor the 400+ Legacy Circle members in our annual report. You also can become an inspiration to others to make their commitments — every additional Legacy Circle member is an example to other LGBTQ people and our allies.

Horizons will always keep confidential any specific information about your intentions and will always respect any donor's wishes to remain anonymous to the public.

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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.

Sample Beneficiary Designation

Legacy Giving Toolkit

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Let us know about your legacy gift.

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