• Advancing aligned impact goals in climate, health, and EquityTech and a shared commitment to supporting diverse founders
• Media exposure, as we feature our partners on social media, email newsletters, press releases, and more
• Additional recognition and branding opportunities
• Networking opportunities through partner happy hours and other events
• Opportunities to engage with our fellows
• Volunteer opportunities for employees

• Program Sponsorship
• Employee Engagement
• Angel Investors Network
• Event Venue Sponsorships
• Board and Honorary Board Service
• Programmatic Support (including skill series, mentorship and advising)
• And more

A Gift in Your Will or Living Trust:

There are several ways to include a gift to Halcyon in your will or living trust. Your attorney can help you determine the best way to make your gift. Options include:

• Leaving a small percentage of your estate
• Leaving a defined sum to Halcyon or a specific asset
• Leaving a percentage of funds left over after other gifts and debts are paid and your loved ones are provided for
• Making a secondary or contingent gift that comes to Halcyon only if your other beneficiaries do not survive you or other specific gifts cannot be fulfilled

Charitable Gift Annuities:

A charitable gift annuity provides fixed payments for life in exchange for a gift of cash or securities to Halcyon. Gift annuities are easy to set up and the payments you receive are backed by the general resources of Halcyon. To establish a charitable gift annuity, donate cash or securities worth $10,000 or more to Halcyon. Your payment rate is based on your age and will never change, no matter how long you live or how the market fluctuates. You must be 65 or older to receive payments.

Under the Secure 2.0 Act, you may be able to make a qualified charitable distribution (QCD) from your IRA to fund a charitable gift annuity. Please contact us to determine if you qualify and if this gift is right for you.

This information is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.

Charitable Remainder Trusts:

A charitable remainder trust (CRT) can provide you and/or other beneficiaries with income for life or for a fixed number of years. Many people prefer to use real estate to fund a CRT, but you can also donate cash or appreciated securities. For your donation, you receive an immediate income tax deduction for a portion of your contribution to the unitrust and savings on capital gains taxes. You may also be able to:

• Avoid paying capital gains on sales of appreciated stock and real estate
• Give up the stress of being a landlord, while retaining a lifetime income stream
• Receive a significant charitable income tax deduction
• Remove assets from your taxable estate

Gifts by Beneficiary Designation:

You can name Halcyon as a partial or total beneficiary of your (a) Donor-Advised Fund (DAF), (b) life insurance plan, (c) retirement accounts, and (d) other financial accounts. As with gifts in your will, you can designate all or a percentage of the funds in your account, and you can name Halcyon as a primary beneficiary or a second-in-line beneficiary. To make a gift by beneficiary designation, contact your bank or financial institution, insurance company, or retirement plan administrator.

Gifts of Stock

We happily accept gifts of stock. For questions or further details, please contact Kim Johnson Roberts at k.roberts@halcyonhouse.org.

Employee Giving

Many companies match charitable gifts made by their employees, including cash gifts, marketable securities, stocks, and volunteer time. If your employer is eligible, request a matching gift form from your employer and send it completed and signed via email (k.roberts@halcyonhouse.org) or mail to:

Halcyon
3400 Prospect Street NW
Washington, DC 20007

Donor Advised Funds (DAFs)

DAFs provide an opportunity for donors to donate funds to a single nonprofit organization, which then holds the donated funds and distributes them in the form of grants to other nonprofits at the donor’s request. The donor receives an immediate tax deduction, even though the donated funds may not reach the ultimate nonprofit recipient for up to several years. There is no time requirement for making donations from a DAF, which allows the money to compound in an account.

By directing a portion of DAF assets to underrepresented founders and venture fund managers through Halcyon, donors can get more from their DAFs in three ways:

1. In addition to supporting our nonprofit, donors can direct some of their funds to market-based solutions that are addressing the issues they care about and move the needle on building scalable solutions.
2. Donors can put more capital into the hands of managers who will make strategic investments in underrepresented entrepreneurs.
3. Proceeds from those investments, once returned to the DAF, can be directed as donations to nonprofits of the donor’s choosing, or to future investments in market-based solutions and funds.

For more information, contact Kim Johnson Roberts at k.roberts@halcyonhouse.org.