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:

Best Regards,

Sharleen Wollach

Sharleen Wollach
Vice President, Operations
(858) 279-2740

Washington News
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The Values-Based Charitable Remainder Trust
Stacy Powers is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started their careers, they decided to have a child. During the middle years of their married life, they were delighted to be blessed... Read More
Article Of The Month
Blended Gifts - Part IV
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current gifts, together with a planned gift, such as a bequest,... Read More

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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