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 and 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.

Click here for Foundation Resources and References.

JCF Professional Advisors

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.

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