PARTNERING WITH ADVISORS

The Jewish Community Foundation Orange County has a long history of working with attorneys, accountants, financial advisors and wealth managers, providing them with tools to engage their clients in charitable conversations to enhance their relationships.

 

 

The Foundation offers the Recognized Charitable Advisor (RCA) program to advance charitable planning and to further strengthen our partnership with the Orange County professional advisor community. This program was designed by the Jewish Community Foundation San Diego and is sponsored by the Jewish Community Foundation Orange County.

PROFESSIONAL ADVISOR RESOURCES

• Presentations to your firm
• Resource for charitable gifts
• Nonprofit research for clients
• Participation in client or family meetings

 

For the Recognized Charitable Advisor brochure click here.

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