artnering with Advisors
he Jewish Community Foundation
San Diego has a long history of
orking with Attorneys, Accountants,
nancial Advisors and Wealth
anagers, providing them with tools
engage their clients in charitable
onversations to enhance their
lationships.
A Program Benefi ts Annual Professional Advisor Event
Foundation offers the Trusted Charitable
sor (TCA) program to advance charitable
ning and strengthen our partnership with
ocal professional advisor community.
cipants attend three workshops in order to
ecognized as Trusted Charitable Advisors. The Jewish Community Foundation offers an annual high-level event
for advisors to learn about new developments in charitable planning and
keep up to date on relevant law. This luncheon is open to all advisors
and typically offers continuing professional education credit.
rkshop Topics
Philanthropic Landscape
tent Includes
Why is philanthropy different today?
What can we expect in the next decade?
en and Learn
tent Includes
Developing a dialogue of trust
Creating relationships through stories
ire and Engage
tent Includes
Multi-generational family meetings
Our presenters will share their expertise in estate, strategic and
philanthropic planning -- considering the current complex tax landscape.
Complex Gifts Without Litigation
Interesting Assets as Charitable Contributions
Wednesday, March 20, 2019
11:30 am - 1:30 pm
The Lodge at Torrey Pines, La Jolla
Please share this information with
your own professional advisors.
For pricing information and to attend, please contact:
Sharleen Wollach (858) 279-2740 / [email protected]