< Professional Advisors
The Jewish Community Foundation of San Diego has a long history of working with Attorneys, Financial Advisors, and Wealth Managers, providing you with tools to engage your clients in charitable conversations.
This program provides multiple benefits including: listing on our website, networking with like-minded professionals, access to our annual gathering, and exclusive invitations to professional advisor events.
We will meet with you and your client to review their options and collaborate to ensure the most creative techniques are applied to their charitable giving. We concentrate on documenting and honoring the donor’s intentions for lifetime and legacy planning.
For More Information on the Trusted Charitable Advisor Program
Sharleen Wollach, Executive Vice President and Chief Impact Officer
858-279-2740
Registration Closed All workshops include catered lunch, are from 12:00 noon to 2:00 pm, and held in-person at the Jewish Community Foundation. CFP® credit will be offered.
The Philanthropic Landscape Wednesday, May 28, 2025
Philanthropy in Your Practice Wednesday, June 25, 2025
Charitable Giving Solutions Wednesday, August 20, 2025
Creative Legacy Planning Wednesday, September 17, 2025
Trusted Charitable Advisor Program Flyer
The Jewish Community Foundation offers an annual high-level event for advisors to learn about new developments in charitable planning.
These professionals have completed the Trusted Charitable Advisor Program and are dedicated to integrating charitable planning into their clients’ overall goals.
We assist professional advisors and their clients to provide for organizations in their after-lifetime plans.