You are Invited to
Overview of Advanced Gift Planning Techniques
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.'
David E. Williams, Esq.
Senior Director of Gift Planning
Janet H. McDonough, Esq.
Director of Gift Planning