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!

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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.