Planned Giving
Text Resize


Legacy planning decisions require expertise in many areas: law, finance, insurance, taxes, investments and charitable planning. Collaborate today with our dedicated advisors to begin your estate plan and to grow and protect your wealth.

Schedule now

The Foundations of Sharp HealthCare host free workshops each quarter. We invite you to attend and learn how to make wiser, more fully informed decisions about your financial future.

Doing Well and Doing Good
Some investments provide competitive returns while also providing a positive impact to the community. These investments provide investors with quarterly "Impact Reports" showing the positive benefits for health care in San Diego. Developing a rigorous and trustworthy impact report is an important and growing personal and community service. This seminar will explore the details of how to measure impact, and will look at real-time examples, and the investment vehicles that create them.

Brad Benter, Sr. V.P. Wealth Management, UBS
Jeff Dunigan, Sr. V.P. Wealth Management, UBS
Norm Timmins, JD, Estate Planning Director, The Foundations of Sharp HealthCare

When: Thursday, September 28, 10 - 11:30 a.m.
Location: SPIEC Board Room (4th floor), Sharp Prebys Innovation and Education Center, 8695 Spectrum Center Drive, San Diego, 92123
Registration: Email Constance Jackson, or call 858-499-4823