Special Workshops for Professional Advisors
You are Invited to 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 SPACE IS LIMITED Scripps Health Foundation, Office of Gift Planning 'Through philanthropy, we help to heal, enhance and save lives.' |
Presenters: |