Advisor Resources

Scripps Health Foundation's Office of Gift Planning is a valuable resource for estate planning professionals such as attorneys, certified public accountants, financial advisors, realtors, appraisers and other advisors.  Our staff has years of complex gift planning experience. We are ready to assist you, at no obligation, with the following:

  • Telephone consultations about gift planning vehicles and options
  • Charitable deduction calculations
  • Summaries of benefits of various gift planning vehicles
  • Comparisons of alternative gift planning vehicles
  • Flow charts and graphs
  • Private client meetings
  • Workshops and presentations for estate planners and their firms
  • Seminars for clients
We also invite Professional Advisors to join us at our special educational luncheon seminars. Sign up to receive our weekly e-Newsletter and receive early notice of our monthly educational luncheons.

Questions?      We are here to help!

Contact us today.