Jewish Community Foundation of San Diego - Advisor eNewsletter Preview
  

Trusted Charitable Advisor

Dear John,

Registration Now Open!

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.

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.

-- Receive a complimentary ticket to the Annual Professional Advisor event.

For program details click here.

To register or for questions, please contact Sharleen Wollach:
sharleen@jcfsandiego.org

Best Regards,

 
Sharleen Wollach

Sharleen Wollach
Vice President, Operations
sharleen@jcfsandiego.org
(858) 279-2740

 
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Thank you for your interest in planned giving. To access any of our resources, please go to our website.

Jewish Community Foundation of San Diego, 4950 Murphy Canyon Rd, San Diego, CA 92123
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