Securing Our Legacy: LGBTQ+ Estate Planning & Its Role in Values-Based Investing

Thu, Apr 3rd 2025 at 6:00 PM EDT · By Stonewall Community Foundation
Date & Time
Thu, Apr 3rd 2025 at 6:00 PM EDT
to
Thu, Apr 3rd 2025 at 8:00 PM EDT
Location
Mintz
919 3rd Ave
38th Floor
New York NY, 10022
Event Details

This year, Stonewall Community Foundation celebrates 35 years of empowering LGBTQ+ communities. Founded in response to the urgent AIDS crises facing our community, Stonewall has evolved into a prominent LGBTQ+ Funder that is committed to protecting and securing our collective future. 

Join us for an evening exploring the vital role of estate planning within the LGBTQ+ community, especially in today’s uncertain political climate, and the growing movement toward values-based investing. This special gathering also marks the official launch of The Stonewall Legacy Circle, a new initiative designed to make planned giving simple, meaningful, and deeply impactful. 

Agenda Highlights 

  • Welcome & Introduction 

  • Host/Moderator: Elisa Crespo (Executive Director, Stonewall Community Foundation) 


  • Learn about The Stonewall Legacy Circle and how it will empower the next generation of LGBTQ+ philanthropy.
  •  
  • Expert Panelists 

  • Lee Vish, of Vish Law - Attorney specializing in LGBTQ+ estate planning 

  • Alex Jovanovic, CFP® -  Managing Director at Trillium Asset Management- Private Client, Investment Manager 


  • Together,
    they’ll discuss the importance of sound estate planning, strategies for safeguarding your legacy, and how to align your investments with your values.
     


  • Refreshments & Networking 

  • Enjoy light bites and beverages as you connect with peers, ask questions, and learn about various ways to get involved with Stonewall Community Foundation. 

 

Why Attend? 

  • Invest in the Future: Learn how socially responsible investing and philanthropy can positively shape the world, help you grow your portfolio, and leave a lasting legacy. 

  • Launch of The Stonewall Legacy Circle: Discover how this new initiative makes estate giving simple, meaningful, and deeply impactful. 

 

Space is limited, and all guests must be registered to enter the event. RSVP today to confirm your spot! 

Questions? For additional information, please contact us at: kazem@stonewallfoundation.org 

We look forward to seeing you on April 3 for this exciting launch of The Stonewall Legacy Circle: together, we’ll secure a stronger, more inclusive future for the LGBTQ+ community. 

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