Horizons Foundation Philanthropy Series 2004
LGBT Philanthropy: Taking Care of Yourself and Your Community
Presented in collaboration with the Astraea Lesbian Foundation for Justice, Changemakers Northern Trust, Poulos Brothers, Resourceful Women, Social Venture Partners Bay Area, The San Francisco Foundation, and The Women's Foundation of California
2004's eight-part series of workshops was again geared toward philanthropically-minded individuals and couples in the Bay Area who give to the LGBT community. Horizons' LGBT Philanthropy Series aims to enhance the overall quality and quantity of philanthropy from individuals through providing educational sessions and donor networking opportunities in a solicitation-free space. Horizons' mission is both to support LGBT organizations in the Bay Area as well as to grow local LGBT philanthropy. These sessions were devised to help LGBT and allied donors become more strategic in both their individual giving plans, as well as more knowledgeable about the mechanisms available for charitable gifting, and their particular applications for LGBT people and family structures.
This series was supported in part by The California Endowment, The Evelyn & Walter Haas, Jr. Fund, The Ford Foundation, Levi Strauss Foundation, Northern Trust, The San Francisco Foundation, and The United Way of the Bay Area.
April
Tuesday, April 27, 12-2 p.m.
Talk About Marriage!
Evan Wolfson, Executive Director of Freedom to Marry and one of the central architects of the marriage movement, will join Executive Director Kate Kendell of the National Center for Lesbian Rights and Geoffrey Kors, Executive Director of Equality California, in a discussion about where this movement is taking the LGBT community and the nation. As same-sex marriage continues to sweep the country in this important election year, get an updated picture of the legal and political landscape in which these critical organizations are working, and hear more about their plans. Lunch will be provided.
May
Friday, May 7, 12-2 p.m.
Election Year Giving
How do you keep up your charitable giving in an election year? How can you leverage your political gifts with support for other advocacy organizations? What are the rules about campaign gifts? Learn from a panel of our community's most seasoned political donors and committed philanthropists: Ambassador James Hormel, Timothy Wu, and Kathy Levinson.
June
Monday, June 7, 12-2 p.m.
Now that You're Married or Domestically-Partnered: How to Document Your Financial Family in the New Era of Same-Sex Partnerships
As the political and emotional benefits of same-sex marriage and civil unions become more apparent than ever before, there is a growing need for couples to understand the financial and legal implications of the decision to marry or register as domestic partners. Attorney Frederick Hertz will lead this session.
Lunch will be provided.
July
Saturday, July 10, 9 a.m. - 1:30 p.m.
Estate Planning for Those with a Charitable Heart
This session will be an in-depth workshop looking at estate planning issues for LGBT individuals, couples, and families. Break-out sessions will focus on straightforward gifting techniques, advanced tax strategies, and balancing family and community support. New options for legacy gifting at Horizons Foundation will also be presented. Attorneys Dale Boutiette, David Gellman, Jean Johnston, and Deb Kinney will facilitate this workshop. Lunch will be provided.
September
Thursday, September 9, 5:30-7:30 p.m.
Working with Advisors
Two groups of client-advisors talk about how they work together. How do you get your lawyer, accountant, financial planner, investment manager, and/or insurance brokers on the same page regarding your situation? What is a financial planner, anyway? What is a philanthropic advisor? Who gives you tax advice? Joining our presenters will be advisors Dan Neumann of Neumann Capital and Dan Joraanstad of Wachovia Securities. Moderating this session will be philanthropy coach and advisor, Lisa Tracy.
October
Thursday, October 7, 6-9 p.m.
Your Giving: Planning and Execution
Join Horizons Foundation and fellow donors in a discussion about planning your philanthropy. Topics will include giving your time through volunteer and board service, selecting and evaluating organizations to give your money to, discerning how much you want to engage with an organization, and deciding how all of these factors should drive your giving and community involvement. This interactive session will be led by Vincent Robinson, Executive Director of Social Venture Partners/Bay Area, and Ann Barden, Director of Planned Giving and Advisory Services of The San Francisco Foundation.
November
Tuesday, November 9, 12-1:30 p.m.
Post-Election Review of the Year of Marriage
One week after the 2004 elections, join our discussion about how marriage and other LGBT issues played out. Hear the analysis from our local marriage organizations and seasoned politicos, including Assemblyman Mark Leno and NCLR's Kate Kendell. Lunch will be provided.
December
Thursday, December 2, 12-2 p.m.
Raising Kids with Philanthropic Values
As the holidays approach, in our culture with both giving and consuming tendencies, take a long lunch to talk about how we are teaching our kids to value giving back. Listen to a wonderful panel of parent-philanthropists talk about how they are raising their children to care about their community and to give both their time and money. Lunch will be provided.
Events for Professional Advisors
Tuesday, June 15, 4:30 - 6:30 p.m.
California's New Domestic Partnership Law:
Marriage or Not, Here We Come!
As of January 1, 2005, state-registered domestic partners are subject to all rights and obligations of California's Family Law codes, including community property ownership, joint liability for debts, and potential obligations for post-separation spousal support. At the same time, none of the tax benefits that accrue to married couples will apply to these partners. Advising same-sex couples in this new era of legal opportunity and tax complexity will pose many challenges. This panel will cover:
- Provisions regarding community property and spousal support obligations
- Impacts of registration on property ownership and financial assets
- The rules regarding pre-nuptial and post-registration agreements
- The effect of registration on eligibility for public and private benefit programs
- State and federal tax implications of domestic partnership registration
- Important issues facing couples in the registration decision process
- Special concerns regarding estate planning for same-sex couples
- Particular issues for professionals advising same-sex couples
The panelists are Frederick Hertz, an attorney and author specializing in the legal issues in the formation and dissolution of non-marital relationships, and Jean Johnson, an attorney specializing in estate planning and tax concerns for lesbians and gay men.
Note: Northern Trust has arranged for attendees to receive Professional Continuing Educational Credit.
This session took place at:
Northern Trust
580 California Street (at Kearny), 18th Floor
San Francisco
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