Philanthropy not only benefits the charitable organizations receiving support, it also enriches the lives of the families and organizations involved in giving.
For more than 40 years, Whittier Trust has helped clients align their values and wealth through philanthropy. Our trusted professionals shoulder all of the administrative burdens so clients simply can experience the joy of giving. Services include:
- Consulting and advisement
- Charitable investment management and investment consulting
- Administration and management
We currently manage or advise on more than $2.7 billion for foundations, donor advised funds, not-for-profits, and endowments. Our company processes and monitors more than 600 charitable gifts annually.
Our team can work with clients through a variety of charitable vehicles including private foundations, donor advised funds, and other charitable trust instruments. Our services are tailored to meet the needs of each family or foundation, ensuring that goals are met while allowing each individual to participate as he or she chooses.