14 2022

JCF Trusted Charitable Advisor program Session 2 for CFPs

12:00PM - 2:00PM  

Jewish Community Foundation 4950 Murphy Canyon Road
San Diego, CA 92123
8582792740 mara@jcfsandiego.org

Contact Mara Hochberg-Miller

$ Cost $ 180.00

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 2: Listen and Learn for CFPs
-Philanthropy in your practice
-Developing a dialogue of trust
-Being a good listener for charitable triggers
-Creating relationships through stories

Sponsor: Jewish Community Foundation