Create a Legacy That Matches Your Values

crayons If you’re an LGBTQ person, chances are very good you’ve contributed to the progress of our movement and the building of LGBTQ communities. Maybe you’ve been a volunteer or joined a rally. Maybe you've made a difference simply by being out at your job. Chances are good, too, that you’ve donated financially, whether that’s through regular giving to LGBTQ organizations or tossing a few dollars into a donation bucket now and then.

It’s precisely that generosity that’s made the LGBTQ movement and the LGBTQ community possible. That’s been true in Horizons’ home, the San Francisco Bay Area, and across the country.

For many of us, our single greatest chance to contribute financially to the LGBTQ community comes through our estates. That's because many people tend, over their lifetimes, to accumulate more in total wealth than they’ve ever had in annual income.

When you make a bequest or other form of estate gift to our community, you join a wider movement determined to meet the needs, secure the rights, and celebrate the lives of LGBTQ people. You become an author of our history. If you choose to include Horizons’ LGBTQ Community Endowment Fund in your plans, your generosity will be felt for generations to come. Your commitment and leadership can serve as powerful inspiration to others.

For many years, Horizons has worked with generous individuals and couples to support the LGBTQ community through their estates in ways that reflect their personal values and priorities. We’ve helped hundreds of people to:

  • Provide for specific nonprofit organizations that they care about
  • Dedicate gifts to a particular area of interest, such as the arts or LGBTQ youth
  • Ensure our community’s long-term future by supporting the LGBTQ Community Endowment Fund

Whatever your goals, Horizons is committed to helping you create a meaningful legacy — both for you and our community.

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LGBTQ Community
Endowment Fund

Did you know that there is a way to help you create a meaningful legacy while also ensuring our community's long-term future? Learn more.

A charitable bequest is one or two sentences in your will or living trust that leave to Horizons Foundation a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Horizons Foundation [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Horizons or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Horizons as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Horizons as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Horizons where you agree to make a gift to Horizons and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.