The Foundation can help you serve and bring added value to your clients

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 Wallach

Sharleen Wollach,
Executive Vice President and Chief Impact Officer

858-279-2740

2026 TCA Program Details

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

  • Why is philanthropy different today?
  • How has technology influenced giving?
  • What can we expect in the next decade?
  • Who are the next generation of givers?

Philanthropy in Your Practice

  • Developing a dialogue of trust
  • Being a good listener for charitable triggers
  • Creating relationships through stories
  • Understanding High Net Worth individuals and families

Charitable Giving Solutions

  • Charitable giving vehicles and options
  • Understanding philanthropy and the law
  • Leveraging tax advantages
  • Bridging charitable tax and estate planning

Creative Legacy Planning

  • How legacy planning enhances client relationships
  • Engaging with the ‘Modern’ Family
  • Getting the legacy conversation started
  • Becoming a charitable ambassador

TCA Program Highlights

Benefits

  • Attend four Trusted Charitable Advisor luncheon workshops
  • Recognition as a Trusted Charitable Advisor in Foundation publications and website
  • Receive customized materials for your firm to lead charitable conversations
  • Connect with other charitably-minded advisors
  • Learn about emerging trends in philanthropy
  • Participate in training for enhanced charitable planning

Trusted Charitable Advisor Program Flyer

Professional Advisors Annual Gathering

The Jewish Community Foundation offers an annual high-level event for advisors to learn about new developments in charitable planning.

The Trusted Charitable Advisor Network

These professionals have completed the Trusted Charitable Advisor Program and are dedicated to integrating charitable planning into their clients’ overall goals.

Charitable Estate Planning

We assist professional advisors and their clients to provide for organizations in their after-lifetime plans.