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Make a Future Gift of Retirement Assets

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 Notify us of your IRA gift
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Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section.

Beneficiary Designation Gifts

Flowchart: Donor executes designation form with account custodian to designate SCRIPPS as beneficiary of a retirement, investment or bank account.

All beneficiary designation checks should be made out to Scripps Health, Tax ID# 95-1684089. Distributions should be mailed to our mailing address - Office of Gift Planning, Scripps Health Foundation, PO Box 2669, La Jolla, CA 92038-2669.

Future gifts from your retirement assets

Did you know that 40%-60% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Scripps Health. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets. You can use the "Make a Future Gift of Retirement Assets" tool to contact your retirement plan custodian and designate a future gift to Scripps Health.

Donor Advised Fund (DAF) Beneficiary Designation

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.

Payable on Death (POD) Account Beneficiary Designation

A bank account or certificate of deposit (CD) with a named beneficiary is a payable on death (POD) account. People who designate POD accounts do so to avoid probate court (and the costs of probate court) when they die.

If a POD account has one individual named as the beneficiary and the will of the account holder lists another individual as the beneficiary, the POD-designated beneficiary prevails. It is very similar to a transfer-on-death (TOD) arrangement but deals with a person's bank assets instead of their stocks, bonds, mutual funds, or other investment assets. Unfortunately, many people do not go to the trouble to designate beneficiaries when setting up accounts and their heirs must incur the delay and costs of probate.

Life Insurance Beneficiary Designation

A gift of your life insurance policy is an excellent way to make a gift to Scripps. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.

To make a Beneficiary Designation Gift simply contact your retirement plan administrator, life insurance company, bank or investment broker and ask them to send you the appropriate "beneficiary designation" or "payable on death" form. To complete your bequest, you will need to complete and sign the form and then send it back to the person who originally sent the form to you.

Contact Us

If you have any questions about filling out beneficiary designations, please contact us. We would be happy to assist you and answer any questions that you have.

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