Executive Director, Gift Planning, Hoag Hospital Foundation
Julie Heggeness, JD, CSPG, is the Executive Director, Gift Planning of Hoag Hospital Foundation. Julie is responsible for assisting individuals accomplish their financial, tax, estate, and philanthropic goals through charitable tax-wise planning. She provides a resource to assist donors and their advisors on the best methods of optimizing and minimizing income and estate taxation.
Julie graduated from the University of California Santa Barbara with a Bachelor's Degree in Journalism and then attended Western State University School of Law where she obtained her Juris Doctor. In 2000, Julie became a Certified Specialist in Planned Giving from the American Institute of Philanthropic Studies and is a member of the Society of Trust and Estate Planners. Julie was recently presented with the Long Beach Business Journal's Business Woman of the Year Award. Julie serves as the Chair of the City of Long Beach Parks and Recreation Board and served as a member of the City of Long Beach Redevelopment Agency Board. Julie is on the Orange County Estate Planning and Trust Council Board of Directors. Julie is a past board member of Orange County Partnership for Philanthropic Planning and is a Past President of the Orange County Planned Giving Round Table. She also served as a member of the national board of the Partnership for Philanthropic Planners. Julie is Past President of Women Lawyers of Long Beach. She is also a member-at-large of the Long Beach, Los Angeles County and American Bar Associations. Julie was a member of the board of Camp Fire USA. Julie is a graduate of the Leadership Long Beach Class of 2003. Julie has served as a member of the Nominating Committee for the National Committee on Planned Giving and has been an NCPG Delegate. She is a past member of CAMEO, the professional auxiliary of the Assistance League of Long Beach. She is also a past president of the Estate Planning and Trust Council of Long Beach.
Julie frequently makes presentations on estate planning to seniors, community groups and professional associations as well as continuing education courses to attorneys, certified public accountants and financial planners.