Bequests

Your will or living trust plays a key part in providing for the financial security of your family and others you care about, but it also offers a way to make an impactful charitable gift to help assure the future success of the David Horowitz Freedom Center and the cause for which we fight.

Advantages of a gift made through a will or living trust:

 

    • Convenient to arrange. Your attorney can prepare a simple provision or amendment at the time you make or update your will or trust.
    • It can be revised at any time if your circumstances change.
    • A bequest to the David Horowitz Freedom Center is fully tax-deductible for estate tax purposes.
    • We can provide you with sample bequest language to assist you and your attorney. Click on “Sample Bequest Language” below to access the samples.

 

How to support the Freedom Center though a will or living trust:

 

    • Make a gift of a specific asset or assets (e.g., 500 shares of IBM stock, Wells Fargo savings account #xx-xxxx, etc.).
    • Give a gift of a specific dollar amount.
    • Designate that a percentage (e.g., 5%, 10%, 50% or more) of an asset or of the remainder of your estate after other bequests have been fulfilled, be given.
    • Make a residual gift of all or a portion of your estate that remains after other bequests have been fulfilled.
    • Make a contingent gift that would come to us in the event that one or more of your heirs is unable to receive their legacy gift from you.

 

Sample Bequest Language

A gift directed to the David Horowitz Freedom center without restriction allows us to use the gift where it’s needed most at that time. However, if there is a particular program or programs of the Freedom Center that you would like to support (e.g., TruthRevolt, FrontPage Magazine, etc.) in addition to or instead of our entire organization, we will be happy to work with you to make sure that your gift is directed appropriately.

Please know that you don’t have to rewrite your existing will or trust in order to add the David Horowitz Freedom Center as a beneficiary.  In the case of a will, your attorney can draft a codicil, which is a simple document that adds the new bequest and confirms the existing terms of your will. If you have a revocable trust, your attorney would draft an amendment that designates the David Horowitz Freedom Center as a beneficiary.

Let Us Thank You

 

If you plan on making a legacy gift to the Freedom Center, or if you already have, please let us know so that we can thank you.  You can click on the “Contact us” link below, complete the form there and hit the appropriate button to send it to us. You can email us at legacy@horowitzfreedomcenter.org. Or you can call Jay Ornellas, Director of Development, at (818) 849-3470 ext. 213. Thank you, in advance, for considering the David Horowitz Freedom Center for a legacy gift! 

Contact us

 

Supporting the David Horowitz Freedom Center through Your Will or Trust

Sample Bequest Language

 

Your will or living trust plays a key part in providing for the financial security of your family and others you care about, but it also offers a way to make an impactful charitable gift to help assure the future success of the David Horowitz Freedom Center and the cause for which we fight.

A will or trust is an important legal document, so please contact an attorney for assistance. Adding the Freedom Center to your will or trust does not require you to rewrite the entire document. In the case of a will, your attorney can draft a codicil, which is a simple document that adds the new bequest and confirms the existing terms of your will. If you have a revocable trust, your attorney would draft an amendment that designates the David Horowitz Freedom Center as a beneficiary.

Methods of making a legacy gift of assets to the Freedom Center without a will or trust are described at the following links on our website (www.horowitzfreedomcenter.org/legacy):

Gifts of Retirement Assets
Gifts of Life Insurance
Gifts of Bank and Investment Accounts 

A gift directed to the David Horowitz Freedom center without restriction allows us to use the gift where it’s most needed. However, if there is a particular program or programs of the Freedom Center to which you would like to direct your support (e.g., TruthRevolt, FrontPage Magazine, etc.) in addition to or instead of our general operations, we will be happy to work with you to make sure that your gift is directed appropriately. If you’d like to add such a restriction to your gift, simply replace the bracketed text, “[for restriction, if applicable]” in the examples below with the name of the specific program(s) you’d like to support. For example, you could replace the bracketed text with, “for general operations and TruthRevolt” or, “for FrontPage Magazine,” and so on.

To help you with this important decision, here are some suggested bequest wording samples you can review with your attorney.

Bequest of a Specific Asset or Assets (Bequests of specific assets are fulfilled first, before bequests of a specific dollar amount and residuary bequests. The assets shown in the sample below are examples only and would be replaced by a description of your specific asset(s). If you dispose of the asset(s) before your death, the bequest would be void and no benefit would come to the Freedom Center.)

I give, devise and bequeath to the DAVID HOROWITZ FREEDOM CENTER, CALIFORNIA, a non-profit 501(c)(3) corporation, tax identification number 95-4194642, my savings account #47-5555 at Wells Fargo Bank and 1000 shares of IBM Common Stock [for restriction, if applicable].

Bequest of a Specific Dollar Amount (Bequests of a specific dollar amount are fulfilled second, after bequests of specific assets and before residuary bequests.)

I give, devise and bequeath to the DAVID HOROWITZ FREEDOM CENTER, CALIFORNIA, a non-profit 501(c)(3) corporation, tax identification number 95-4194642, the sum of $__________ [for restriction, if applicable]. 

Bequest of a Percentage Amount of a Residue of an Estate (Bequests of a percentage amount of a residue of an estate are residuary bequests. A residuary bequest is made from the residue, or what’s left in a donor's estate after specific asset and specific dollar amount bequests, taxes, debts and estate settlement costs are paid.)

I give, devise and bequeath to the DAVID HOROWITZ FREEDOM CENTER, CALIFORNIA, a non-profit 501(c)(3) corporation, tax identification number 95-4194642, _____ percent of my residual estate [for restriction, if applicable].

Bequest of a Residue of an Estate (Bequests of a residue of an estate are residuary bequests. A residuary bequest is made from the residue, or what’s left in a donor's estate after specific asset and specific dollar amount bequests, taxes, debts and estate settlement costs are paid.)

I give, devise and bequeath to the DAVID HOROWITZ FREEDOM CENTER, CALIFORNIA, a non-profit 501(c)(3) corporation, tax identification number 95-4194642, all the rest, residue and remainder of my estate [for restriction, if applicable].

Contingent Bequest (A contingent bequest is dependent on the contingency being fulfilled. If it is, then the type of bequest it is classified as depends on what is given.)

If [insert name] predeceases me, I give, devise and bequeath to the DAVID HOROWITZ FREEDOM CENTER, CALIFORNIA, a non-profit 501(c)(3) corporation, tax identification number 95-4194642, the sum of $ _______ [or a specific asset or all or a percentage of the residue of my estate] [for restriction, if applicable].

Click on the appropriate button below to download this document as a Microsoft Word file or as a PDF file.

WORD                      PDF

For questions or additional information, please contact:

Jay Ornellas, Director of Development, David Horowitz Freedom Center
14724 Ventura Blvd., Suite 820, Sherman Oaks, CA  91403
(818) 849-3470 ext. 213
legacy@horowitzfreedomcenter.org