Planned and Legacy Giving

Give Through Your IRA, Life Insurance or Retirement Assets

• If you're 70½ or older, you can donate directly from your IRA through a Qualified Charitable Distribution (QCD). This gift counts toward your Required Minimum Distribution (RMD) and may reduce your taxable income — even if you don't itemize your deductions.

• Designate Horizon as a beneficiary of your IRA, 401(k), or life insurance policy. This is a powerful way to support our mission, often with significant tax advantages for your heirs.

Charitable Gift Annuity or Trust

• Create a legacy and receive income for life by establishing a charitable gift annuity or trust. These planned giving options can offer tax advantages while supporting Horizon’s long-term sustainability.

Include Us in Your Will or Estate Plan

• Schedule a Meeting with Our Estate Planner

  • We offer complimentary consultations with an estate planner to help you create a lasting legacy. Whether you’re just beginning to think about your estate or updating your plans, we’re here to help.

To schedule your free consultation or to learn more, contact Marcy Stutzman at marcy.stutzman@horizonhch.org or 414-586-8341.