Philanthropic Services

What Are Philanthropic Services?

Philanthropy is more than financial generosity. It’s about creating a legacy of positive change. Our Philanthropic Services encompass everything from establishing family foundations and managing donor-advised funds to strategic grantmaking and charitable planning.

Philanthropy provides a powerful opportunity to strengthen your estate, unify families, instill values in future generations, and drive meaningful community impact. With Whittier Trust, your giving is strategic, impactful, and aligned with your personal and family goals.

Why It Matters:

Wealth brings complexity. Our Family Office Services ensure that your advisors, financial strategy, family dynamics, and legacy planning all align seamlessly. By consolidating resources and expertise, we reduce risk, simplify decision-making, and create a framework for generational success.

Our Approach: Tailored Support for Your Philanthropic Journey

Holistic Expertise Across Generations
With more than six decades of experience, we bring deep knowledge in tax, law, nonprofit operations, and family dynamics. We understand that philanthropy isn’t just financial. It’s deeply personal.

Integrated Into Your Wealth Strategy
Philanthropy doesn’t sit in a silo. Our process aligns charitable giving with your broader estate and financial planning, optimizing both impact and tax efficiency.

Family-Centered Approach
We specialize in engaging multiple generations—through education, junior boards, and family retreats—to build unity and foster a lasting philanthropic legacy.

Our Differentiators

Whittier Trust has been delivering Family Office services since 1935, offering unmatched expertise and dedication. Our proactive, integrated approach ensures that your financial life is expertly coordinated, allowing you to focus on what matters most—your family and legacy.

We believe our real estate portfolio management expertise sets us apart from other multi-family offices. However, what truly distinguishes us is the close, trusted relationships we build with our clients. In times of challenge—whether financial, trust-related, or otherwise—after their spouse, we are often the first call they make.

Learn more about our differentiators.

Our Process

Discovery

We begin by understanding your values, legacy goals, and desired impact.

Customization

Your dedicated team designs a bespoke strategy tailored to your family’s needs.

Implementation

From compliance and grantmaking to family meetings, we handle the details so you can enjoy the joy of giving.

Ongoing Support

We continuously adapt and refine our services to maximize your philanthropic impact.

Find an advisor near you

Philanthropic Resources

How We Help

Why Work With Whittier Trust?

With a legacy rooted in philanthropy and more than six decades of experience, Whittier Trust is your trusted partner for impactful giving. We provide:

Expertise in navigating complex family dynamics and tax-efficient giving.
A dedicated, high-touch service model focused on your unique needs.
Proven success in uniting families and maximizing community impact.

Transform Your Philanthropic Vision into Reality

Discover how we can simplify and amplify your philanthropic legacy.