Giving

Professional Advisors Seminars & Workshops

The Office of Gift Planning regularly holds seminars and workshops for our Professional Advisors (such as Attorneys, Certified Public Accountants, Financial Advisors, Realtors, Insurance Brokers, Appraisers etc.) to provide advanced education about sophisticated and complex gift, tax and estate planning vehicles along with their technical aspects. This is also an opportunity for networking with your fellow professional advisors. These seminars and workshops offer the attendees a free opportunity to learn the subject matter in more detail from local experts in their fields and from our experienced Gift Planning Officers. We provide quality speakers with quality presentations about the topics that are relevant to your work. Workshops are in a small intimate setting where attendees will have an opportunity to ask questions in a more casual and interactive atmosphere. The luncheon series will be dark in July and August.

If you would like a presentation made at your office or firm, please contact a Gift Planning Officer at 858-678-7120 to schedule a date and time.

Presentations available:

  1. Overview of Advanced Gift Planning Techniques
  2. Overview of Charitable Remainder Trusts
  3. Charitable Gift Annuities - The Gift that Pays You Income for Life
  4. Life Estate Gift Annuity Using a Personal Residence - Are you Living in a Goldmine?
Our Next Workshop Will Be:
 
Overview of Advanced Gift Planning Techniques
Tuesday, June 12, 2018 ~ 10:00 a.m. to 11:15 a.m. Note: different time
 
Presenters: David E. Williams, Esq. Senior Director of Gift Planning and Janet H. McDonough, Esq., Director of Gift Planning, Scripps Health Foundation
RSVP deadline is Wednesday, June 6, 2018.
Click Here or call 858-678-7120 to RSVP
 
  • LocationFounder's Room at Schaetzel Center for Health Education at Scripps Memorial Hospital La Jolla, located at 9890 Genesee Avenue, La Jolla, CA 92037 on the first floor of Prebys Cardiovascular Institute.
  • 1.25 hour MCLE Credit offered to those who qualify
  • Refreshments will be served. Validated Self-Parking

The speakers will provide an overview and comparison of the various advanced estate and gift planning techniques that gift planners work with every day. Covered will be an overview of the common methods - such as bequests and beneficiary designations of retirement accounts, life insurance and annuities, plus an overview and comparison of charitable remainder trusts, charitable lead trusts and charitable gift annuities - when they work and when they don't work. You'll learn about the Scripps Health Life Estate Gift Annuity for personal residences, vacation homes and farms. You'll learn how to use the free illustration software on our www.scrippsheritage.org website plus how to conduct free research using Crescendo Pro©, how to access the Internal Revenue Code, Regulations and Private Letter Rulings and more.

2018 Gift Planning Workshop:

The Office of Gift Planning holds small intimate workshops for professional advisors to educate them about advanced gift planning vehicles in a more relaxed and informal venue. These workshops offer the attendees a free opportunity to learn the subject matter in more detail from our experienced Gift Planning Officers. You will also learn how to use our complimentary research resources, our website, our tax deduction calculators and how to prepare client illustrations using our free on-line website software. You will have an opportunity to ask questions in a more casual and interactive setting.

Our Next Workshop Will Be:

Overview of Advanced Gift Planning Techniques
Tuesday, June 12, 2018 ~ 10:00 a.m. to 11:15 a.m.
 
Presenter: Janet H. McDonough, Esq., Director of Gift Planning, Scripps Health Foundation
RSVP deadline is Wednesday, June 6, 2018.
Click Here or call 858-678-7120 to RSVP
 
  • LocationFounder's Room at Schaetzel Center for Health Education at Scripps Memorial Hospital La Jolla, located at 9890 Genesee Avenue, La Jolla, CA 92037 on the first floor of Prebys Cardiovascular Institute.
  • 1 hour MCLE Credit offered to those who qualify
  • Refreshments will be served. Validated Self-Parking

The speaker will provide an overview and comparison of the various advanced estate and gift planning techniques that gift planners work with every day. Covered will be an overview of the common methods - such as bequests and beneficiary designations of retirement accounts, life insurance and annuities, plus an overview and comparison of charitable remainder trusts, charitable lead trusts and charitable gift annuities - when they work and when they don't work. You'll learn the process and attractive benefits of a Scripps Health Life Estate Gift Annuity for personal residences, vacation homes and farms. You'll learn how to use the free illustration software on our www.scrippsheritage.org website plus how to conduct free research using Crescendo Pro©, how to access the Internal Revenue Code, Regulations and Private Letter Rulings and more.


 

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


 


 
Questions?  We're here to help!
Office Address:
Scripps Health Foundation
Office of Gift Planning
4275 Campus Point Court, Suite 138
San Diego, CA  92121
Mailing address: 
Scripps Health Foundation,
Office of Gift Planning
P.O. Box 2669, CPB 217
La Jolla, CA  92038-2669
Gift Planning Coordinator:  Fabiola Esparza
Department telephone:  858-678-7120 
Department email:  giftplanning@scrippshealth.org




 
 
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