Trusted Charitable Advisor (TCA) Program.
The Jewish Community Foundation offers the Trusted Charitable Advisor (TCA) 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. Here are our Top 5 Reasons to become a Trusted Charitable Advisor.
Make new professional connections and further strengthen your partnerships with the San Diego professional advisor community.
Meet philanthropy professionals and colleagues. Learn new approaches to support, foster and enrich your client relationships.
Participate in training for enhanced charitable planning and develop customized materials for your firm to lead charitable conversations.
Connect with other charitably-minded advisors and learn about emerging trends in philanthropy.
Obtain recognition as a Trusted Charitable Advisor both in the community and Foundation publications and website.
For more information and to see the full list of Trusted Charitable Advisors, please visit