Plan with purpose. Give with confidence.

Planned giving lets you arrange a charitable gift as part of your overall financial or estate plans. Some gifts are made now; others take effect later. The right approach depends on your goals, assets, and family needs.

• To extend a lifetime of generosity 
• To honor someone meaningful
• To sustain important work into the future
• To use assets in a tax-conscious way  

You do not need to be wealthy to make a lasting difference. Many planned gifts require no change to your current budget.

• Keep control of your assets during your lifetime.
• Provide for family and loved ones first.
• Support the mission and programs you value.
• Potentially receive tax or financial benefits.

Name Horizons of Kent and Queen Anne’s for a specific amount, a percentage, or the remainder of your estate. You can revise your plans if circumstances change. 

Name Horizons of Kent and Queen Anne’s as a beneficiary of all or part of an IRA, 401(k), or other retirement account. 

Designate Horizons of Kent and Queen Anne’s as a beneficiary of an existing policy. 

A gift of long-held stock may offer charitable and capital-gains tax advantages.  

 Certain property may be given outright or through an arrangement tailored to your needs. 

A charitable gift annuity or charitable remainder trust may provide payments to you or others while ultimately supporting our mission. 

Lead trusts, retained life estates, and bargain sales may help balance charitable and family goals. 

1.  Consider the impact you want to make.
2. Talk with your professional advisers.
3. Contact us so we can help honor your intentions.

Contact Horizons to explore options and work with your legal, tax, or financial advisers. 

Horizons of Kent and Queen Anne’s
Emily Murphy
410-778-9903
emurphy@horizonskqa.org