Our legacy professionals at JCF work with you to help your clients achieve their philanthropic goals. We are pleased to partner with legal, accounting, insurance, wealth management, and investment advisors.
JCF provides reliable service to support your clients.
The Jewish Community Foundation (JCF) is now offering the Trusted Charitable Advisor (TCA) program, a program of the Jewish Community Foundation of San Diego, to advance charitable planning and further strengthen our partnership with the Southern Arizona professional advisor community.
Over breakfast workshops, professional advisors meet and learn from nationally recognized philanthropy professionals and colleagues to discuss trends in philanthropy, planned giving, and approaches to strengthening and enhancing client relationships.
*Applications are by invitation or referral only. Space is extremely limited.
The Philanthropic Landscape
• Why is philanthropy different today?
• How has technology influenced giving?
• What can we expect in the next decade?
• Who are the next generation of givers?
Listen and Learn
• Philanthropy in your practice
• Developing a dialogue of trust
• Being a good listener for charitable triggers
• Creating relationships through stories
What You Need to Know
• Charitable giving vehicles and options
• Understanding philanthropy and the law
• Leveraging tax advantages
Inspire and Engage
• Language of philanthropy
• Multi-generational family meetings
• Planned giving conversations
