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Jewish Community Foundation San Diego can help you serve your clients with impactful philanthropy.
By working with the Foundation, you can help your clients apply their passion to give, while helping them enjoy significant tax benefits. The Foundation works with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.
We offer guidance and illustrations to support your conversations with clients.
Tools & Resources
Guide your clients’ charitable giving by offering a tax advantageous and efficient vehicle for their philanthropy.
Donor Advised Funds
Professional advisors meet and learn from philanthropy professionals and colleagues to advance and strengthen their client relationships.
The Jewish Community Foundation offers an annual high-level event for all advisors to learn about new developments in charitable planning.
The following professionals have completed the TCA program and are dedicated to integrating charitable planning in client conversations.