Jewish Community Foundation of San Diego - Advisor eNewsletter Preview
Registration is now open for our 2018 sessions!
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 and Benefits 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 Luncheon!
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps to protect data. These steps also reduce the risk of... Read More
Private Letter Rulings
Service Approves Foundation's Grants
Private Foundation requested advanced approval of its educational grants. Private Foundation plans to operate an educational grant program for individuals studying the arts and theatrical performance. The grant program will be nonrenewable and publicized to... Read More
Case Of The Week
Exit Strategies for Real Estate Investors, Part 5
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl was most successful with real estate investments. It was definitely his passion.
Amazingly, Karl continued to... Read More
Article Of The Month
Strategies for IRA Distributions to Family and Charity
According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in the U.S. This is up significantly from the $3.7 trillion of... 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