Professional Advisors

The Foundation can help you serve your clients.

As a professional advisor, you have clients who care about the community. By working with the Foundation, you can help them apply their passion to give, while enjoying 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.

Click here for Foundation Resources and References.

Trusted Charitable Advisor
The Foundation offers the Trusted Charitable Advisor (TCA) program to advance charitable planning and to further strengthen our partnership with the San Diego professional advisor community.

For program details click here.
For a list of our Trusted Charitable Advisors click here.

Annual Professional Advisors Luncheon

Professional AdvisorsIn addition, the Jewish Community Foundation offers a high level technical event annually for advisors to learn new developments in charitable planning and keep up to date on relevant law. This is open to all advisors and typically offers continuing education credit for attorneys, accountants and financial advisors.

Click here for the photo gallery of our 2018 luncheon.

Thank you to our presenters!

Jenny Hill BrattJenny Hill Bratt, Esq.
Partner / Withers Worldwide
Jenny is a partner in the private client and tax team. Her practice is focused on US and international estate planning, trusts and estates administration, family business planning and charitable planning and exempt organizations.

Linda SpuckLinda Spuck, CTFA
Principal / Linda Spuck Consulting
Linda provides clients with actionable advice in the areas of planned giving, fundraising strategy, strategic and philanthropic planning. She sits on several boards and chairs the Gift Planning Advisory Council for the YMCA of San Diego County.

Use the following tools to help your clients achieve their philanthropic visions: