Philanthropy and Impact Investing: A Perfect Match

Philanthropy is the heartbeat of wealth management. It gives investors a chance to align their wealth and their values for a positive impact while furthering the long-term goals they envision for themselves. However, traditionally, only a relatively small percentage of charitable assets available to investors are actually given in service of donor-advised funds, grant-making or […]

Actionable Ideas: Can I Really Do That With a Donor-Advised Fund?

Donor-advised funds are remarkably flexible and versatile. Learn how many of our clients – whether or not they consider themselves to be philanthropic – are employing DAFs to minimize their income tax burden, reduce family conflict, structure their charitable giving for greater impact, diversify assets while avoiding capital gains tax, teach their children positive values […]

Philanthropic Response Options During the COVID-19 Crisis

Private philanthropy has always played a critical role in disaster relief efforts. While it certainly can’t and shouldn’t take the place of well-funded governmental aid programs, private donors have proven time and again to be more nimble and flexible, and their philanthropy can serve to help meet the immediate needs of those affected as they […]

Decisions: Making the Most of Year-End Giving

The last few months of 2017 have been particularly trying. In addition to the omnipresent needs of people living in poverty and instability, our world has been shaken by massive hurricanes, devastating earthquakes, destructive wildfires, terrorism and mass shootings. As the year-end approaches and many of us begin to consider making charitable gifts, it can be […]

Continuing Ed for OC’s Community of Business

A single day last week bought a plethora of practical and poignant reminders that business is about continuing education at is core … It started at the Pacific Club, where Whittier Trust gathered a group of friends and clients for a recent breakfast and outlook, with CIO Sandip A. Bhagat chatting up legendary “value investor” […]