A Model for Giving Back

George Lord's Generosity to Horizons Inspires Others

George Lord made a lasting impact at Horizons Foundation through a legacy gift. His spirit lives on in the work we do for the LGBTQ community.

George Lord made a lasting impact at Horizons Foundation through a legacy gift. His spirit lives on in the work we do for the LGBTQ community.

George Lord's legacy is having a lasting impact on the LGBTQ community. Through his philanthropy and volunteer work, he modeled "giving back to the community, especially to those less fortunate," says George's best friend and executor of his estate, Mark Cooper. "It was a value George's father passed on to him." George passed away in 2012.

Mark and George were close friends and travel companions for nearly 40 years. Travel was a lifetime passion of George's and he is remembered as an avid cruiser who sailed to nearly every port of call. He and his life partner, Dennis, were well-known in the community for their annual Halloween parties. In addition they volunteered their time at Food for Thought, the Sonoma County food bank dedicated to helping clients with HIV and AIDS. George also served on the board of directors.

According to Mark, "George searched for charities with low overhead and direct impact in the communities they serve." Horizons Foundation was a grateful beneficiary of George's estate.

Mark himself is following in the steps of a man whose legacy of pride has enabled the foundation to support the LGBTQ community in many important ways. "Because of George's influence," Mark is a generous and loyal donor to Horizons' work today.

Give Back to What Matters Most
To learn how you can give back to the LGBTQ community through your Legacy of Pride, contact April Hopkins at ahopkins@horizonsfoundation.org or (415) 398-2333 x114, or go to plannedgiving.horizonsfoundation.org.

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 give to Horizons Foundation, a nonprofit corporation currently located at 550 Montgomery Street, Suite 700 San Francisco, CA 94111 , or its successor thereto, ______________* [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 potential 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 may qualify for a federal income tax charitable deduction when you itemize. 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 may qualify for a federal income tax charitable deduction when you itemize. 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.

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