Workshops and Luncheons

The San Diego Human Dignity Foundation is pleased to announce our free educational seminar series!

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At these free seminars you will have the opportunity to learn and ask questions from professional estate planning attorneys that are well-versed in the nuances of LGBT legal concerns and issues.

  • Benefits of planned giving – to the individual and to the LGBT community
  • What you need to consider when planning your estate and charitable giving, both during your lifetime and at death
  • How to find a financial planner and an estate planning attorney
  • Where to get forms for Wills, Power of Attorney, Advanced Healthcare Directives
  • Where to get estate planning books and tools, and planned giving websites

Charitable Remainder Trusts and Donor Advised Funds are tax efficient and effective ways for you to leave your legacy and provide for the causes you care most about. These are also wonderful tools for you to protect your partner form estate taxes and can be used as free income streams in retirement.

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Upcoming Workshops and Luncheons

What Could Inauguration Day Mean For Markets? 

Presented by
Supal Vora and Maria Reid, Financial Advisors with Ameriprise Financial

Date: February 23rd, 2017
Time:
11:30 am-1:00 pm
Location: Pizza Nova in Point Loma at 5050 N Harbor Dr, San Diego, CA 92106

Come and join SDHDF and friends as we discuss the current state of the market. Additional topics about charitable giving will be discussed, and a delicious lunch will be provided. Space is very limited. Please RSVP by Friday, February 17th to reserve your space!

RSVP here or call 619.291.3383 today!

 


 

Accounting for Non-Profit Organizations

Give to Charity & Save on Estate Taxes!

When:

March 30th

Location:

San Diego Human Dignity Foundation

2508 Historic Decatur Road
San Diego, CA 92106.

Details:

We invite you and a guest to join SDHDF for a free educational workshop and lunch presented by members of our Professional Advisor Network.

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SDHDF welcomes our guest speakers as they present an engaging and informative workshop on topics important to those who both work in the non-profit industry and those who give to charitable organizations!

More details coming soon!

RSVP:

Dates to be announced soon!

RSVP here or call 619.291.3383 today!