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: 550 Montgomery Street, Suite 700, San Francisco CA 94111

Legacy Giving Toolkit

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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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!

Tell Us About Your Gift

Questions? Want to set up a time to talk?

Theary Chan

DIRECTOR OF PHILANTHROPIC SERVICES

Pronouns: she/her

(415) 398-2333 x121

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- I would also like to receive complimentary legacy resources.
- I would also like to receive Horizons' monthly newsletter with updates, event invitations, stories, and ways to get involved.

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.