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 Wollach,
Chief Impact Officer

858-279-2740

TCA Program Highlights

Benefits

  • Attend three Trusted Charitable Advisor luncheon workshops
  • Recognition as a Trusted Charitable Advisor in Foundation publications and website
  • Develop 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
  • Receive a complimentary ticket to the Annual Professional Advisor Gathering