Trusted Charitable Advisor Program

Trusted Charitable Advisor Program

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.

Click here for the Trusted Charitable Advisor brochure.

For more information, please contact Sharleen Wollach, Chief Impact Officer, at sharleen@jcfsandiego.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.

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

All of the workshops will be held from 12:00 noon to 1:30 pm.

The Philanthropic Landscape
Thursday, May 13, 2021

Listen and Learn
Thursday, July 22, 2021

Inspire and Engage
Thursday, October 14, 2021

Click here to see a list of the Trusted Charitable Advisors.

Click here to see the Top 5 Charitable Planning Tips.
(As published in the January 2018 issue of the San Diego Jewish Journal)