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How to Give

How to Give

The Office of Gift Planning is a resource for all donors to Scripps Health. We are here to provide donors information on various gift methods. Click on a gift model below to learn more.

  • Outright Gifts

    • IRA Rollover
      Also referred to as a Qualified Charitable Distribution (QCD), Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
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    • Donor Advised Funds (DAF)
      You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving, or you can make Scripps a beneficiary of your DAF.
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    • Stocks and Bonds
      Avoid paying capital gains tax on the sale of appreciated stock and receive a charitable income-tax deduction.
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    • Cash
      Make an immediate impact at Scripps and receive a charitable income-tax deduction.
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  • Bequests

    • Bequest
      You designate Scripps as a beneficiary of your estate by will, trust or beneficiary designation form.
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    • Beneficiary Designation Gifts
      This is a simple, inexpensive way to leave a bequest to Scripps Health. You can designate Scripps as a beneficiary of a donor advised fund, life insurance policy, retirement, investment or bank account.
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  • Charitable Gift Annuity

    • Charitable Gift Annuity
      You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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    • IRA to Gift Annuity Rollover
      You may be looking for a way to help further our mission and enhance your income. If you are 70 or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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  • Charitable Remainder Trusts

    • Charitable Remainder Unitrust
      You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years
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    • Charitable Remainder Annuity Trust
      You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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    • Give It Twice Trust
      You provide your children with a stream of income while making a gift to Scripps.
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    • Charitable Lead Trusts
      You fund a trust that makes gifts to Scripps for a term of years. Your family receives the balance of the trust, at substantial tax savings.
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  • Real Estate Gifts

    • Bargain Sale
      Scripps purchases your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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    • Sale and Unitrust
      You give a portion of your property to Scripps to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
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    • Life Estate Reserved
      You give your property to Scripps, but retain the right to use the property during your life.
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