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.
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.
Session 3: Inspire and Engage for CFPs
-Language of Philanthropy
-Multi-generational family meetings
-Charitable giving vehicles and options
-Planned giving conversations
Sponsor: Jewish Community Foundation