Professional advisors play important roles in helping individuals, couples, and families plan for their futures. For more than a decade, Horizons has supported financial advisors, estate-planning attorneys, and other professionals in deepening their knowledge and enriching their practices so that they can comprehensively and effectively serve their LGBT clients.
Professional Advisors Series
Our annual series for professional advisors is an educational and networking opportunity for financial advisors, estate-planning attorneys, and other professionals who work closely with LGBT clients.
The 2015 Professional Advisors Series includes:
Working with LGBT clients
There are special considerations and issues that are particular to working with LGBT individuals, couples, and families. Here are a few select resources recommended by Horizons’ Professional Advisors Council.
Estate Planning and LGBT clients
Like all clients, LGBT clients want to craft legacies that reflect the causes they are passionate about in their lives. Since 80% of LGBT people don’t have children, LGBT clients are very often willing to include charities in their estate plans.
Horizons provides a number of tools to help LGBT clients consider charitable bequests, and we offer individualized philanthropic counseling.
We are also happy to meet with professional advisors to help address bringing philanthropic intent to your conversation with your clients.
Directory of Professional Advisors
Horizons Foundation is proud to offer a dynamic online Directory of Professional Advisors for the LGBT Community, accessible to donors and advisors. The new online directory is coming soon!
For more information for Professional Advisors, contact Deb Stallings, Director of Development, at (415) 398.2333, ext. 103 or firstname.lastname@example.org.