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!