Professional Advisors

The Foundation can help you serve your clients.

JCF Professional Advisors
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.

Trusted Charitable Advisor
Click here to learn more about our Trusted Charitable Advisor program, or contact Sharleen Wollach at sharleen@jcfsandiego.org or 858.279.2740.

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