Trusted Charitable Advisor Program
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.
Click here for the Trusted Charitable Advisor brochure.
For more information, please contact Sharleen Wollach, Chief Impact Officer, at firstname.lastname@example.org or (858) 279-2740.
TCA Program Details
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.
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.
$180 – Limited space is available.
All of the workshops will be held from 12:00 noon to 1:30 pm.
The Philanthropic Landscape
Thursday, May 13, 2021
- 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?
Listen and Learn
Thursday, July 22, 2021
- Philanthropy in your practice
- Developing a dialogue of trust
- Being a good listener for charitable triggers
- Creating relationships through stories
Inspire and Engage
Thursday, October 28, 2021
- Language of Philanthropy
- Multi-generational family meetings
- Charitable giving vehicles and options
- Planned giving conversations