This October, Jewish Community Foundation San Diego (JCF) celebrated two significant milestones for its Trusted Charitable Advisor (TCA) Program: the graduation of its recent cohort of charitable planning professionals and the program’s 10th anniversary.

Since its launch in 2016, the TCA Program has equipped financial, estate planning, tax, and wealth management professionals with the knowledge and tools to integrate charitable planning into their client conversations. Through in-depth education and peer learning, participants gain practical strategies to help individuals and families align their charitable values with their financial goals.

JCF is pleased to recognize the following professional advisors:

• Michael Amichai, Esq., Estate Planning Attorney, Amichai Law, APC

• Amanda Brown, Wealth Manager, La Jolla Wealth Partners

• Gary Hirschfeld, Director of Client Relations, LourdMurray

• Mark James, Vice President, Banker, J.P. Morgan Private Bank

• Ryan Lawler, Senior Associate, Torren Management

• Adam Lemberger, CPA, Senior Tax Manager, Lavine, Lofgren, Morris & Engelberg, LLP

• Andy McNamara, CFP®, CPWA®, CEPA®, Wealth Advisor, Corient

• Jake Pearlman, CRIS, CISR, Commercial Insurance Broker, Cavignac

Graduates and members of JCF’s Professional Advisor network gathered at a recent happy hour to commemorate the graduation and the program’s 10th anniversary, celebrate accomplishments, strengthen relationships, and connect with peers committed to advancing philanthropy in our community.

Over the past decade, the TCA Program has brought together advisors committed to strengthening their charitable planning expertise while using philanthropy as a powerful tool to deepen client relationships and help clients create lasting impact.

“As charitable giving continues to play an important role in comprehensive financial and estate planning, professional advisors are increasingly seeking ways to help clients incorporate purpose and legacy into their plans,” said Sharleen Wollach, Executive Vice President and Chief Impact Officer. “We are proud to celebrate these graduates and grateful for the many advisors who have been part of the TCA community over the last 10 years.”

JCF’s partnership with advisors extends beyond the classroom. Advisors turn to JCF as a thought partner to explore strategies such as bunching or bundling multiple years of charitable contributions into a single year, to help clients maximize potential tax benefits while supporting the causes they care about. JCF also works alongside advisors to help eligible clients use qualified charitable distributions (QCDs) to pre-fund their legacy plans, turning future intentions into lasting support.

Today, 150+ advisors have participated in the program, creating a network of professionals dedicated to thoughtful charitable planning and community impact. As the program enters its second decade, JCF remains committed to providing advisors with innovative educational opportunities and resources that help them better serve their clients while strengthening philanthropy across the region.