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Planning Your Legacy

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Action Items

We hope our website has answered many of your questions about naming Horizons Foundation in your will or living trust. Here are some actions to take to learn more about this flexible way to support our mission in the future.

  • Just a few sentences in your will or trust are all that is needed. Sample Language

    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."

    federal tax ID #: 94-2686530

  • Contact Deb Stallings at 415.398.2333 x103 or dstallings@horizonsfoundation.org with any questions you have, or to let us know of your charitable plans.


Copyright © The Stelter Company, All rights reserved.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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