Planned Giving
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Thank you for your interest in supporting the Foundations of Sharp HealthCare. Over the years our friends have been pleased with the plans that have helped meet their needs. We extend the same offer to you, and we believe you will gain personal value as you explore the benefits of planned giving.

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

Estate Planning: A Women's Perspective
Back by popular demand! This seminar, designed especially for women, will illustrate how you can use a family binder to help you organize your finances, express your wishes, avoid common mistakes, and prepare for the future.
Presenter:
Barbara Norman, CFP©, ChFC©, CDFA©
Sage Path Solutions
When:
Tuesday, July 30, 10 to 11:30 am
Location:
Grossmont Healthcare District
Conference Center
9001 Wakarusa St., La Mesa
The Home Equity Leveraged Program
The Home Equity Leveraged Program is an estate planning arrangement that is a contractual agreement between you and Sharp HealthCare Foundation. You retain the use of your home for the rest of your life and the Foundation promises to pay an annuity to you for life.
Presenters:
Tom Di Noto, Executive Director, Senior Solutions and Norm Timmins, JD, Estate Planning Director
The Foundations of Sharp HealthCare
When:
Tuesday, August 27, 10 to 11:30 am
Location:
Grossmont Healthcare District
Conference Center
9001 Wakarusa St., La Mesa

To register for either of these complimentary seminars, please contact Constance Jackson: [email protected] or 858-499-4823.

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