Giving

You are Invited to
An Educational Workshop for
Professional Advisors

Overview of Advanced Gift Planning Techniques

 

Tuesday, July 17, 2018 - 9 a.m. to 10:15 a.m.

Please join us for this informal Professional Advisors workshop to learn about advanced gift and estate planning techniques.  We will give attendees an overview of the tools in our toolbox to maximize the philanthropic impact and tax impact for your clients.  We will cover the different types of planned gifts that are available through Scripps Health Foundation Office of Gift Planning.

Location: Founder's Room 1st floor of Prebys Cardiovascular Institute
at Scripps Memorial Hospital La Jolla
9890 Genesee Ave, La Jolla, CA 92037
Parking: COMPLIMENTARY VALIDATED SELF-PARKING
MCLE Credit: 1 HOUR MCLE CREDIT for those who qualify

SPACE IS LIMITED
Click Here to RSVP or call Fabiola Esparza at 858-678-7120

Scripps Health Foundation, Office of Gift Planning
4275 Campus Point Court, Suite 138
San Diego, CA 92121
858-678-7120
Please Visit Our Website: www.scrippsheritage.org - click on the link "For Professional Advisors"

'Through philanthropy, we help to heal, enhance and save lives.'

Presenters:

David E. Williams, Esq.

Senior Director of Gift Planning
Scripps Health Foundation

Janet H. McDonough, Esq.

Director of Gift Planning
Scripps Health Foundation

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