Planned Giving

To become a Horizons "Legacy of Opportunity" member, please contact Horizons National for more information.  

Legacy Gift Options
Gifts from Your Will

Give to Horizons National without affecting your cash flow during your lifetime. You can set aside a predetermined amount or a percentage of your estate. This preserves your assets and allows you to plan for all of your obligations.

Gifts from a Retirement Plan

Retirement plan assets left to an heir can be subject to income and estate taxes. Designating some or all of your retirement plan assets to Horizons National leaves more favorably taxed assets to your heirs.

Gifts of Stock or Appreciated Assets

Transfer securities to Horizons National, and we’ll sell those securities and use the proceeds for our programs. You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, and pay no capital gains tax on these securities. 

Gifts of Life Insurance

Transfer ownership of a paid-up life insurance policy to Horizons National. We cash the policy and you receive an immediate tax deduction for the cash surrender value of the policy.