Jul

14 2022

JCF Trusted Charitable Advisor program Session 2 for MCLEs

12:00PM - 2:00PM  

Jewish Community Foundation 4950 Murphy Canyon Road
San Diego, CA 92123
8582792740 mara@jcfsandiego.org
http://www.jcfsandiego.org/tca

Contact Mara Hochberg-Miller
8582792740
mara@jcfsandiego.org
http://www.jcfsandiego.org/tca

$ Cost $ 180.00

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

Sponsor: Jewish Community Foundation