Directory of Professional Advisors for the LGBT Community When LGBT People Give Together, We Have the Power to Change the World— Forever LGBT Community BY ALMOST ANY MEASURE, LGBT people have made tremendous gains in the past few decades. Yet even our basic human rights remain far from secure. Endowment Our organizations lack the funds even to meet our community’s most vital needs. Meanwhile, those who oppose our freedom, our families, and our love have financial resources far greater than our own. FUND Together, we have the power to create a different world—forever. The LGBT Community Endowment Fund at Horizons Foundation will provide permanent resources to secure the rights, meet the needs, and celebrate the lives of LGBT people—forever. The Endowment Fund will help propel our movement and community organizations from fragility to strength, provide steady support through inevitable economic and political changes, and help ensure that our community can address needs and threats that we can’t predict today. Your gift to the LGBT Community Endowment Fund is a permanent gift to the future. Created through thousands of acts of generosity, the Endowment Fund principal will remain in perpetuity, while the income earned on its investment will support our community year in and year out. One by one, couple by couple, family by family, we and our allies can create the means to touch countless lives. DIRECTORYOFPROFESSIONALADVISORSFORTHELGBTCOMMUNITY Contents 2 About this Directory 3 About Horizons Foundation 4 Adoption, Domestic Relations, and Family Law Attorneys 6 Estate Planning Attorneys 10 Fiduciaries 11 Financial Advisors 18 Tax Preparers 21 Other Professional Advisors 22 Useful Websites and Organizations 23 Horizons Foundation Staff, Board of Directors, Advisory Council 24 Donor-Advised Funds at Horizons Foundation If you know of other advisors who should be listed in this directory, please contact Deb Stallings at 415.398.2333 x103 or visit our website at www.horizonsfoundation.org to download the appropriate forms. Publication Date September 2012 ©2012 Horizons Foundation 1 DIRECTORYOFPROFESSIONALADVISORSFORTHELGBTCOMMUNITY About This Directory Horizons Foundation is proud to present the Horizons is committed not only to serving the needs 2012 edition of our Directory of Professional Advisors of donors, but also to promoting our community’s for the LGBT Community. Created in response to philanthropic values and potential. It is our hope that numerous requests for referrals to such advisors, this as people engage the services of professional advisors, directory is intended to assist our donors and others all parties keep in mind the philanthropic dimensions in the community seeking professional advice that and possibilities of the decisions to be made. considers the particular legal, economic, and social Towards that end, we also offer a series of seminars needs of lesbian, gay, bisexual, or transgender on topics related to LGBT giving, with sessions (LGBT) people. tailored both to the donor community and to professional advisors. The directory - which is updated annually—includes attorneys, financial advisors, accountants, and others We hope that you find this Directory of Professional who offer services that integrate the philanthropic Advisors useful. For more information and resources needs of LGBT clients. In compiling it, Horizons cast specifically for donors as well as professional advisors, a wide net by asking hundreds of advisors to please see our website at www.horizonsfoundation.org. complete a questionnaire describing their services; only those who returned the questionnaire are included here. We welcome contact from advisors interested in being listed in future editions. Because part of Horizons Foundation’s mission is to increase LGBT philanthropy, we also asked advisors for information on how they give back to the Bay Area LGBT community. We have highlighted with an asterisk those who let us know that they support local LGBT organizations through board service or significant personal donations, or who promote LGBT philanthropy through client referrals to Horizons Foundation. 2 DIRECTORYOFPROFESSIONALADVISORSFORTHELGBTCOMMUNITY About Horizons Foundation Horizons fuels the LGBT movement by increasing For more information about making a planned gift support for diverse SF Bay Area nonprofits that help or opening a donor-advised fund, please contact thousands of people each day. Our work strengthens Deb Stallings, Director of Development and Gift organizations and their leaders, mobilizes donors and Planning, at 415.398.2333 x103. funders to inspire increased giving, and actively secures our LGBT community’s future for generations to come. horizons foundation Horizons is the world’s first LGBT community 550 Montgomery Street, Suite 700 foundation, and the only nonprofit that supports all San Francisco, CA 94111 parts of the LGBT community. We’re often the first to Phone: 415.398.2333 provide grants to emerging nonprofits and a core Fax: 415.398.4733 funder for anchor organizations that advocate for LGBT Email: [email protected] rights, serve LGBT youth and elders, ensure community Web: www.horizonsfoundation.org health, and promote arts and culture. Horizons works to increase giving in the LGBT community, educating donors and combining individual DISCLAIMER donations so that all gifts benefit multiple organizations Horizons Foundation offers these lists as a resource and not and thousands of lives. We offer a full-service as an endorsement of the qualifications or services of any in- dividual, partnership, corporation, or any other entity listed. Donor-Advised Funds program, philanthropic We advise you to conduct your own investigation before en- counseling, and assistance with legacy planning. gaging the services of any of the advisors listed. Horizons re- tains additional information about each advisor, which is available upon request. We also advocate for important LGBT issues with mainstream foundations and corporate funders who rely Accredited Investment Fiduciary® is a registered trademark of Center for Fiduciary Studies, LLC. Ameriprise® and on our expertise, bringing millions of additional dollars Ameriprise Platinum Financial Services® are registered to LGBT nonprofits over the last 30 years. trademarks of Ameriprise Financial, Inc. Certified Financial Planner® and CFP® are registered trademarks of Certified Financial Planner Board of Standards, Inc. CFA® is a regis- Horizons actively secures our community’s future by tered trademark of CFA Institute. ChFC® and CLU® are reg- promoting planned giving and building the LGBT istered trademarks of The American College. Chartered Retirement Planning CounselorSM is a registered service Community Endowment Fund, a permanent fund mark, and CRPC® is a registered trademark, of the College dedicated to meeting the needs, securing the rights, for Financial Planning. All other trademarks are the property and celebrating the lives of LGBT people – forever. of their respective holders. 3 DIRECTORYOFPROFESSIONALADVISORSFORTHELGBTCOMMUNITY Adoption, Domestic Relations, and Family Law Attorneys Names with an asterisk (*) indicate advisors who give back to *Frederick Hertz local LGBT organizations through board service or significant Attorney/Mediator personal donations, or who promote LGBT philanthropy Law & Mediation Office of Frederick Hertz through client referrals to Horizons Foundation. The brief 5464 B College Avenue notes about each advisor are taken from information provided Oakland, CA 94618 by the advisors. PHONE: 510.834.4114 EMAIL: [email protected] WEB: www.FrederickHertz.com *Bill Ambrunn Frederick Hertz provides legal counseling and agreement See listing under Estate Planning Attorneys preparation in the formation of relationships – cohabitation, marriage or domestic partnership registration – and *Emily Doskow mediation and arbitration services in the dissolution of Attorney at Law relationships. Law Office of Emily Doskow 180 Grand Avenue, Suite 1300 *Dylan Miles Oakland, CA 94612 Attorney, Mediator, and Collaborative Practitioner PHONE: 510.698.4902 Miles Family Law and Mediation FAX: 510.318.7701 870 Market Street, Suite 621 EMAIL: [email protected] San Francisco, CA 94102 WEB: www.emilydoskow.com PHONE: 415.298.9033 Emily Doskow provides family law counsel to the LGBT FAX: 415.552.2891 community, including adoption, domestic partnership and EMAIL: [email protected] marital formation and dissolution, mediation, and other WEB: www.milesfamilylaw.com family matters. The Family Law and Mediaton Office and Dylan Miles assists families in starting and ending relationships fully informed, Eva Herzer, JD respectfully, and with heart. Mediator and Attorney at Law Mediation Law Offices of Eva Herzer *Heba Nimr 901 Peralta Avenue Lawyer, Mediator, Collaborative Practitioner Albany, CA 94706-2117 510 49th Street, Suite 212 PHONE: 510.526.5146 Oakland, CA 94609 EMAIL: [email protected] PHONE: 510.654.7171 Eva Herzer, a mediator and attorney with over 30 years of FAX: 510.764.2255 family law experience and a background in psychology, EMAIL: [email protected] focuses on mediation of divorces and other partnership WEB: www.hebanimr.com dissolutions, including property division, child custody and Heba Nimr serves those who are in the midst of or planning support issues. She offers a forward looking, practical for significant transitions, such as relationship formation approach to reaching balanced and informed decisions. or dissolution, co-habitation,