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 Jewish Community 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 1: The Philanthropic Landscape for MCLEs
-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?
Sponsor: Jewish Community Foundation