Events Information

Our presentation will be lead by Sharlene Wollach, Chief Impact Officer at the Jewish Community Foundation of San Diego with other Panelists on:

“How to Have Conversations with Your Clients on
Philanthropy and Charitable Giving”

Many in the Council have had no training in how to have Conversations with Clients about Philanthropy and Charitable Giving. It IS part of the process of “Discovery” when working with a family where many goals, wishes, concerns and “what keeps the family up at night” are unearthed.

This Program will enable you to better enter into conversations with your client families.

Family Philanthropy is NOT required of a Family, though according to the most recent Bank of America study, wealthy families WANT the professionals to inquire and explore philanthropy and charitable giving. This revolves around the idea of: “Leaving a Legacy”, “Making a Difference”, “Giving Back”, etc.