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.
#1
Make new professional connections and further strengthen your partnerships with the San Diego professional advisor community.
#2
Meet philanthropy professionals and colleagues. Learn new approaches to support, foster and enrich your client relationships.
#3
Participate in training for enhanced charitable planning and develop customized materials for your firm to lead charitable conversations.
#4
Connect with other charitably-minded advisors and learn about emerging trends in philanthropy.
#5
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
www.jcfsandiego.org/TCA.
