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. Connect with other charitably-minded advisors and learn about emerging trends in philanthropy.
This is Session one of three:
The Philanthropic Landscape: Tuesday, May 15, 2018
Listen and Learn: Wednesday, July 11, 2018
Inspire and Engage: Thursday, August 16, 2018
Sponsor: The Jewish Community Foundation