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Horizon Bank

Charitable Trusts have been created to enable you to safeguard your assets for personal causes that matter to you, while ensuring that the assets willed to your heirs are secure. Our charitable trusts will help you organize your assets so that organizations and individuals are able to receive their payments when you want them to. Your Horizon Bank trust advisor will help you decide which charitable trust is right for you based on your desires and the needs of your beneficiaries.

A Charitable Lead Trust (CLT) is designed to ensure that regular payments are made to a charity or charities of your choice for a set number of years.

  • Arrange annual payments to your charity for a fixed number of years
  • Customize your trust payments based on a fixed dollar amount or variable amount according to the yearly value of the trust
  • Ensure that any assets remaining after the payment period ends are distributed to family members and other beneficiaries


A Charitable Remainder Trust (CRT) will help you determine and maintain an income payment schedule from your trust to your beneficiaries.

  • Arrange regular payments to your beneficiaries for a fixed number of years
  • Customize your trust payments based on a fixed dollar amount or variable amount according to the yearly value of the trust
  • Ensure that the remaining assets following the termination of the trust are passed to your charity


Stop by your local Horizon Bank or call us toll-free on 888-873-2640 to apply today.
 

Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.

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