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Philanthropic Education
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Horizons Foundation's Philanthropy Series helps philanthropically minded individuals, couples, and families give to the LGBT community more effectively and strategically. Below are sessions that took place during our 2006 series.
 


2006 Legislative and Electoral Update

Please join Horizons as we welcome back Kate Kendell, National Center for Lesbian Rights, Geoff Kors, Equality California, and Mark Leno, our State Assemblymember, for an annual state of the union report. Get the latest analysis on the changed assembly and senate seats across the state, ballot initiatives, key legislation, court decisions, and more. Think about your political giving plans as they relate to our community's most pressing political priorities.

This session is co-sponsored by NCLR and Equality California

Thursday, November 16, 2006
12:00-2:00 p.m.
Penthouse of the Wells Fargo Building
420 Montgomery Street

RSVP Required:
RSVP online or call 415.398.2333 x350 or email events@horizonsfoundation.org


We're All Getting Older: Planning for Your Later Years

This session will provide practical information about planning for our senior years. How do you choose a fiduciary? Does long-term care insurance make sense? Who will take care of me when my partner dies? What are some options for both creating an income stream and helping my community at the same time? Presentations by Nancy Flaxman, social worker and consultant for openhouse; Amy Wolfe, long-term health care specialist; and Thomas Lucas, professional fiduciary and geriatric case manager.

This session is co-sponsored by New Leaf: Services For Our Community, openhouse, National Center for Lesbian Rights (NCLR), and the Lesbian and Gay Issues Network (LGAIN) of the American Society on Aging

Wednesday, July 12, 2006
12:00-2:00 p.m.
Penthouse of the Wells Fargo Building
420 Montgomery Street

RSVP Required:
RSVP online or call 415.398.2333 x350 or email events@horizonsfoundation.org


Charitable Trusts - How Do They Work?

This session is for both professional advisors as well as individuals who want to get a better understanding of charitable remainder trusts and charitable lead trusts. When individuals have taxable estates and charitable intentions, CRTs and CLTs can be excellent, flexible, tax-saving vehicles that also help your community. How can you create an income stream as part of your retirement planning with a charitable trust? How can you pick more than one organization to benefit? How can you use your retirement funds or real estate to create a trust? Learn about how trusts and income on trusts are taxed and how they affect your bottom line. These and many other practical questions will be explored in this session with two experts in the field: Suzanne Muntzing, Wealth Management Specialist for Wells Fargo; and Rick Mordesovich, Senior Vice President, Private Asset Management for Neuberger/Berman.

This session is co-sponsored by Bay Area Lawyers for Individual Freedom (BALIF)

Thursday, May 18, 2006
12:00-2:00 p.m.
Penthouse of the Wells Fargo Building
420 Montgomery Street

RSVP Required:
RSVP online or call 415.398.2333 x350 or email events@horizonsfoundation.org


Am I Covered? An LGBT Guide to Insurance

How do you decide if you need life insurance, long-term care insurance, or if you have adequate coverage? What are the particular tax implications and other considerations that LGBT people and couples need to consider? How do you use life insurance as a replacement for a charitable gift in your estate plan? What are the new rules for domestic partners on insurance products? Learn how to name beneficiaries correctly in your plans if you have a trust. These are some of the questions that will be covered by our two presenters: Mark Battat, Producer in the Private Client Group of Willis Insurance Services of California; and Peter-Eric Phillip, Financial Consultant for Cambridge Investment Research.

Thursday, April 27, 2006
12:00-1:30 p.m.
Penthouse of the Wells Fargo Building
420 Montgomery Street

RSVP Required:
Call 415.398.2333 x350 or email events@horizonsfoundation.org


How to Move the Religious Middle on Marriage Equality

Horizons Foundation and the Interfaith Alliance present a Special Philanthropic Event.

Don't miss this rare opportunity to learn and share ideas with key religious and political leaders about how the LGBT movement can move the hearts and minds of the "religious middle" in our country on our fundamental human rights.

Tuesday, March 21, 2006
12 - 2:30 PM
LGBT Community Center
1800 Market Street
Rainbow Room - 2nd Floor
(boxed lunch included)

PART 1: Muslim, Jewish, and Christian Clergy discuss how they are grappling with marriage equality

Facilitator: Rev. Dr. Welton Gaddy, President of the Interfaith Alliance and The Interfaith Alliance Foundation and the Pastor for Preaching and Worship at Northminster (Baptist) Church in Monroe, Louisiana.

Panelists:

  • Imam W. Mahdi Bray, national political director of the Muslim Public Affairs Council and President of Coordinating Council of Muslim Organizations. Bray also serves on the advisory board of the American Muslim Council. In the 1960s, Bray worked in coalitions with the Student Non-Violent Coordinating Committee (SNCC), the Students for a Democratic Society (SDS) and other activist groups. Mr. Bray is often called on by the press to comment on Muslim American issues.
  • Rev. Leonard B. Jackson, an Associate Minister at the First African Methodist Episcopal Church in Los Angeles. He played a major role in planning and implementing the relief efforts immediately following the civil unrest in Los Angeles in 1992. He is past president of the Los Angeles Council of Churches, a board member of Bread for the World, and Chaplain for the Los Angeles Police Department.
  • Rabbi Jack Moline, rabbi of Agudas Achim congregation of Alexandria, Virginia (a conservative synagogue). He is the former President of the Washington Board of Rabbis and the Alexandria Interfaith Association, and serves on the Executive Council of the Rabbinical Assembly. RabbiMoline also serves on the boards of the Faith and Politics Institute. He is an adjunct faculty member of the Virginia Theological Seminary and frequent contributor to radio, television, and newspaper coverage of religious affairs.

    • PART 2: Major LGBT leaders discuss ways that our movement can gain the support of clergy and religious people by incorporating how they think and feel about these issues into our work

    Discussants:

  • Evan Wolfson, Executive Director of Freedom to Marry
  • Geoffrey Kors, Executive Director of Equality California
  • Shannon Minter, Legal Director for National Center for Lesbian Rights
  • Jennifer Pizer, Senior Counsel for Lambda Legal
  • Mary Tolbert, Executive Director, Center for Lesbian and Gay Studies in Religion and Ministry Pacific School of Religion

    • Program Closing: Reverend Dr. Yvette Flunder, Senior Pastor of City of Refuge United Church of Christ

    Co-Sponsors:
    Congregation Sha’ar Zahav
    Metropolitan Community Church - SF
    Center for Lesbian and Gay Studies in Religion and Ministry at the Pacific School of Religion
    The Jewish Community Federation LGBT Alliance

    RSVP Required by March 17th:
    Call 415.398.2333 x350 or email
    mar21@horizonsfoundation.org


     



    Sessions in Other Bay Area Locations


    LGBT Estate Planning for the Charitably Inclined

    LGBT people often have particular needs when it comes to estate planning. Couples and families, for example, face complications because same-sex marriages are not legally recognized. LGBT people also have special opportunities, including opportunities to create meaningful and permanent legacies to support our community. This session will be an in-depth workshop looking at basic estate planning issues and techniques for LGBT individuals, couples, and families wanting to provide for loved ones and maximize their charitable interests. This session will discuss straightforward gifting techniques, more advanced estate planning and tax strategies, as well as current applications of domestic partnership and other relevant laws in California (AB205, SB565). Information about Horizons Foundation's LGBT Community Endowment Fund will also be presented.

    Because of high levels of interest in this important topic, Horizons will offer this session in five locations around the Bay Area.

    Oakland
    Presenters: Deb Kinney, DLK Law Group, and Virginia Palmer, Fitzgerald, Abbott & Beardsley
    This session is co-sponsored by Lavender Seniors of the East Bay, Sistahs Steppin' in Pride, and Pacific Center for Human Growth
    Tuesday, May 8, 2006
    12:00-1:30 p.m.
    East Bay Community Foundation
    200 Frank H. Ogawa Plaza
    Oakland
    RSVP Required:
    Call 415.398.2333 x350 or email events@horizonsfoundation.org

    Walnut Creek
    Presenters: Deb Kinney, DLK Law Group, and Virginia Palmer, Fitzgerald, Abbott & Beardsley
    This session is co-sponsored by Lavender Seniors and Rainbow Community Center
    Thursday, May 11, 2006
    12:00-1:30 p.m.
    Keller Williams
    3021 Citrus Circle, Suite 100
    Walnut Creek
    RSVP Required:
    Call 415.398.2333 x350 or email events@horizonsfoundation.org

    Santa Rosa
    Presenters: Deb Kinney, DLK Law Group
    This session is co-sponsored by Fountaingrove Lodge, Spectrum Marin, Face to Face/Sonoma County AIDS Network, and Community Foundation Sonoma County
    Wednesday, May 24, 2006
    12:00-1:30 p.m.
    Fountaingrove Golf and Athletic Club - Lakeview Room
    1525 Fountaingrove Parkway
    Santa Rosa
    RSVP Required:
    RSVP online or call 415.398.2333 x350 or email events@horizonsfoundation.org

    Palo Alto
    Presenters: Deb Kinney, DLK Law Group, and Alma Soongi Beck, The Beck Law Group
    This session is co-sponsored by the Billy DeFrank LGBT Community Center, Community Foundation Silicon Valley, Stanford LGBT Resources Center, and Peninsula Community Foundation
    Wednesday, July 19, 2006
    6:00-7:30 p.m.
    Stanford University
    Arrillaga Alumni Center
    Palo Alto
    RSVP Required:
    RSVP online or call 415.398.2333 x350 or email hpacheco@horizonsfoundation.org