Trusted Charitable Advisor Program

Trusted Charitable Advisor
Trusted Charitable Advisor

The Trusted Charitable Advisor Program

is a network of trusted San Diego professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving clients’ overall goals.

View the full brochure here and see below for workshop dates.

Partnering with Advisors

The Jewish Community Foundation of San Diego has a long history of working with Attorneys, Accountants, Financial Advisors and Wealth Managers, providing them with tools to engage their clients in charitable conversations to enhance their relationships.

Benefits

The Foundation offers the Trusted Charitable Advisor (TCA) program to advance charitable planning and to further strengthen our partnership with the San Diego professional advisor community.

Over lunchtime workshops, professional advisors meet and learn from philanthropy professionals and colleagues to discuss approaches to strengthening their client relationships.

Participation Cost

$180 – Limited space is available.

Workshops:

The Philanthropic Landscape
July 27, 2017 / 12:00 noon – 2:00 pm

Listen and Learn
August 23, 2017 / 12:00 noon – 2:00 pm

Inspire and Engage
October 31, 2017 / 12:00 noon – 2:00 pm

Register Here

Annual Professional Advisor Meeting

professional advisorsIn 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.

For more information, contact Sharleen Wollach, Vice President, Operations, or call 858.279.2740.