Becoming an NPA Advisor

To join the NPA, an advisor must complete three core workshops presented by MN JCF in the first year. To maintain recognition, a member must attend at least one NPA event annually or meet with MN JCF staff.

Please contact MN JCF staff for dates and times of the workshops and annual event.

Program Highlights

• Provides professional development and education to participants in the area of philanthropy

• Three (3) workshops offered annually (continuing education credit for attorneys, accountants, and financial advisors may be offered)

• Recognition as trusted advisor of the NPA in MN JCF publications and on our website.

• Connect with other charitably minded advisors

• Learn about emerging trends in philanthropy

• If desired, MN JCF staff can partner with cohort participants to help facilitate conversations and charitable planning with their clients around philanthropy, as well as develop customized materials for your firm to lead charitable conversations.

• Participants will also receive a complimentary ticket to MN JCF’s annual professional advisor event- an event for advisors to learn about new developments in charitable planning and stay up to date on relevant laws.

Workshop Sessions

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

Inspire and Engage

• Language of philanthropy

• Multi-generational family meetings

• Charitable giving vehicles and options

• Planned giving conversations

About the Workshops

Over a series of workshops, professional advisors gain valuable professional development and learn new approaches to strengthen client relationships through the introduction or expansion of philanthropic conversations.

This workshop is a great professional development opportunity and is open to all advisors and may offer continuing education credit for attorneys, accountants, financial and wealth advisors.

The Network of Philanthropic Advisors program was designed by the Jewish Community Foundation San Diego and is sponsored by the MN JCF.

PROGRAM FEE: $180

“For me, the most valuable aspect of the NPA is hearing different approaches to situations from colleagues.”

—NPA alum

I joined the NPA to “further my knowledge of charitable options for clients.”

—NPA Alum