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EVENTS

Saturday, July 19
For Leadership Circle Members
Donor Appreciation Luncheon in Alexander Valley

Thursday, July 24
For Donors
How Does California Marriage Change your Estate Plan?
Saturday, September 6
For Donors and Prospects
Peninsula/South Bay House Party


LGBT Community Endowment Fund
Philanthropic Education

If you are a donor who needs help with specific questions or other services, please contact Julie Dorf at 415.398.2333 x103 or jdorf@horizonsfoundation.org.


LGBT Philanthropy: Taking Care of Yourself and Your Community

Horizons Foundation presents workshops around the Bay Area to help philanthropically minded individuals, couples, and families give to the LGBT community more effectively and strategically. Our educational sessions are designed to be donor networking opportunities in a solicitation-free space. Horizons’ Philanthropy Series covers a wide range of giving topics, with a special emphasis on estate planning because of the particular legal needs of our community in this area as well as the enormous potential for increased charitable giving.

This series is supported in part by The Evelyn & Walter Haas, Jr. Fund, The Ford Foundation, Levi Strauss Foundation, United Way of the Bay Area, and Northern Trust.

Capacity is limited, and RSVP is required. RSVP for all events online, by emailing events@horizonsfoundation.org or calling 415.398.2333 x115. Food is served at these no-charge events.

How Does California Marriage Change your Estate Plan?

There are lots of questions that come up for couples who are either now legally married or who are thinking about getting married soon! This panel of LGBT estate planning experts will help explore the questions related to estate planning and charitable gifting. LGBT couples and families face particular complications in the estate planning arena because of the discrepancies between federal and state legal recognition. LGBT people also have special opportunities, including opportunities to create meaningful and permanent legacies to support our community. This session will explore estate planning issues and techniques for LGBT couples and families wanting to provide for loved ones and maximize their charitable interests, with the changed legal situation in the State of California.

Deb Kinney, DLK Law Group
Alma Soongi-Beck, The Beck Law Group
Jean Johnston, Law Firm of Johnston and Childress

Thursday, July 24, 2008
12:00 noon – 1:30 p.m.
Northern Trust
580 California Street, Suite 1800
San Francisco

RSVP Required: RSVP online, call 415.398.2333 x115 or email events@horizonsfoundation.org.

For information on past Philanthropy Series sessions:

Givers & Shakers Conference

Horizons Foundation's Givers & Shakers Conference

On January 27, 2008, scores of donors gathered at Hotel Kabuki for Horizons Foundation's first-ever Givers & Shakers Conference. This event was geared towards individuals who currently give or have the capacity to give at least $5,000 annually to LGBT organizations.

The day was full of memorable moments, from Anthony Romero's superb luncheon address and the stimulating opening plenary with leaders of the Jewish community, to the warm hugs and excited conversations during the tea break. It was truly inspiring to see so many donors with such powerful commitments to the LGBT community all in one place, devoting a full day to learning, sharing, and questioning.

Many thanks to all of our speakers and sponsors for making the conference such a success!

View photos and session descriptions from the conference...