The Foundation can help you serve your clients.
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, while enjoying 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.
North County Estate Planning Council Meetings
November 3, 2020
Is the CRUT an IRA ‘Life’ Saver?
featuring Lynda L. Sands, J.D., MBA
October 6, 2020
State of the Various Sectors of the Real Estate Markets with the COVID-19 and Economic Shutdown
with Douglas Wilson, Timothy Wright, Robert Vallera, and Mike Moser
August 4, 2020
Planning for the $30 Million to $150 Million Taxable Estate:
from the Basics to the Creative to the Exotic
with Mark Morris of LevitZacks and
Phil Sullivan of Sullivan, McGibbons & Associates
July 7, 2020
The Challenges that Fiduciaries (Trustees) Face with This Volatile Financial and Economic World We Are Now Living In
(As well as the World We Are Facing with the COVID-19 Pandemic and the Sheltering in Place and Businesses and Courts that are Closed)
with Carlee Harmonson of Union Bank, The Private Bank and
Dawn Hall Cunneen of Cunneen & Booth
June 2, 2020
Charitable Planning When the Stars Align:
Why 2020 is the Year for Charitable Gifts
with Steve Chidester of Withers Bergman and John Kraemer of WealthPoint
May 12, 2020
The Best Planning Ideas Today in the Face of COVID-19,
COVFEFE, and Chaos
with Paul S. Lee of Northern Trust
Annual Professional Advisors Luncheon
In addition, the Jewish Community Foundation offers a high level technical event annually for advisors to learn new developments in charitable planning and keep up to date on relevant law. This is open to all advisors and typically offers continuing education credit for attorneys, accountants and financial advisors.