Trusted Charitable Advisor Program

A network of trusted San Diego professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving clients’ overall goals.

Prepared for Giving Back Magazine, January 2020 issue Brought to you by:

Program Benefits

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.

Partnering with Advisors

The Jewish Community Foundation of San Diego has a long history of working with Attorneys, Accountants, Financial Advisors, and Wealth Managers, providing them with tools to engage their clients in charitable conversations to enhance their relationships.

Professional Advisor Resources

• Dedicated advisor web page listing                               • Presentations at advisors’ firms

• Charitable gift projections                                               • Nonprofit research for clients

• Monthly newsletter on charitable trends                      • Participation in client or family meetings

For more information and to register for the Trusted Charitable Advisor program, please visit: www.jcfsandiego.org/tca, or call (858) 279-2740.

Annual Professional Advisor Event

The Jewish Community Foundation offers an annual high-level event for advisors to learn about new developments in charitable planning. This luncheon is open to all advisors and typically offers continuing education credit for Attorneys, Accountants and Certified Financial Planners.

Program and Luncheon

Wealth and Estate Planning for the Modern Family
Blended Family Financial, Estate, and Charitable Planning Dilemmas

Wednesday, January 29, 2020 / 11:30 am to 1:30 pm
$75 each for 1-2 people / $50 each for a group of 3 or more Location: The Lodge at Torrey Pines To RSVP or for more information, contact Susan Knopman. [email protected] / (858) 279-2740

Jewish Community Foundation San Diego • 858.279.2740 • www.jcfsandiego.org

2019 Trusted Charitable Advisors Pictured (left to right): Top Row – Andrew Zimmer, Linda Spuck, Ron Ferrari, Rob Britton, Steve Doster, Matt Adams, Mike Shanahan, Jim Sagona, Greg Jackey, Jon Strauss Bottom Row – Goli Alavi, Hannah Moss, Adriana Kaplan, Krysta Cordill, Sanda Ljubovic, Kevin Christensen, Chris Jaccard