The 2017 and 2018 cohorts of the Trusted Charitable Advisor (TCA) program will be gathering for a social evening.
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.
Program Highlights include recognition as a Trusted Charitable Advisor in Foundation publications and website and customized materials for your firm to lead charitable conversations.
Sponsor: Jewish Community Foundation