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.
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.
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.
The Philanthropic Landscape
July 27, 2017 / 12:00 noon – 2:00 pm
- 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
August 23, 2017 / 12:00 noon – 2:00 pm
- Philanthropy in your practice
- Developing a dialogue of trust
- Being a good listener for charitable triggers
- Creating relationships through stories
Inspire and Engage
October 31, 2017 / 12:00 noon – 2:00 pm
- Language of Philanthropy
- Multi-generational family meetings
- Charitable giving vehicles and options
- Planned giving conversations
Annual Professional Advisor Meeting
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.
For more information, contactÂ Sharleen Wollach, Vice President, Operations, or call 858.279.2740.