It’s a Match
Whittier Trust has a team of more than a dozen dedicated professionals responsible for protecting and growing all of our charitable clients. The passion these skilled matchmakers have for the philanthropic field is never more apparent than when they have the opportunity to connect Whittier Trust nonprofit endowment clients to Whittier Trust grant-making clients. Philanthropic […]
Whittier Trust Presents: Inflation and Its Impact on Your Family and Business
The market turbulence of 2022 stands in sharp contrast to the utopian mix of easy money, low volatility and high returns seen in 2021. It is now widely acknowledged that inflation is perhaps the most disruptive theme contributing to economic uncertainty. High inflation can act as a tax and slow growth by itself. It also increases […]
Key Considerations for a Trustee
There are a significant amount of considerations to take into account when establishing a trustee for your estate. In the case of a living trust, you may play all the roles of trustor, trustee, and beneficiary. In the event of your death, or in preparation for a time in your life when you no longer […]
Whittier Trust Presents: Philanthropic Best Practices for Interfacing with Grantees and Applicants
We are often asked by folks who are relatively new to philanthropy – especially younger family members as they begin to get involved with their family’s philanthropy – if we have a list of do’s and don’ts for interfacing with grantee organizations. Because every family’s philanthropic journey is unique, we’ve been reluctant to come up […]
Actionable Ideas Webinar: The Yield Curve Inversion
As we begin the second quarter of 2022, the U.S. Treasury yield curve has inverted across several key maturities. Yields on 2, 3, 5 and 7-year Treasury bonds are all higher than on 10 and 30-year bonds. The 2-10 yield spread is widely regarded as a leading recessionary indicator. Even as the bond market may be pricing in the possibility of a […]
Is ‘Doing Good’ Good for your Portfolio?
As environmental and social issues come to the forefront of the agenda of many individual investors when working with an advisor, trickling down from the shift led by large endowments and foundations, the question stands – is it profitable to make investment decisions aligned with values that will have a positive impact on our world? Studies […]
An Upside to Inflation? Larger gift tax exemptions!
Inflation has been a trending topic in the news as supply chains and labor shortages continue to struggle to meet market demands. Though this current climate may reduce an investor’s confidence, there is an upside: larger gift tax exemptions. The increase in gift tax exemptions has increased to $16,000 per donee, which means that tax […]
Seven Steps to Involving the Next Generation in Philanthropy
As a parent, it can be challenging to find meaningful ways to integrate your children into your philanthropic efforts. Factors such as age, interests, and financial status all play into how you handle introducing your children to your family’s philanthropic goals. At Whittier Trust, we channel our years of experience into tailored solutions that help […]
Seven Steps to Involving the Next Generation in Philanthropy
As a parent, it can be challenging to find meaningful ways to integrate your children into your philanthropic efforts. Factors such as age, interests, and financial status all play into how you handle introducing your children to your family’s philanthropic goals. At Whittier Trust, we channel our years of experience into tailored solutions that help […]
Whittier Trust Presents USC Keck: Innovations in Aging Well
Whittier Trust is excited to provide access to a panel of experts from Keck Medicine of USC thanks to our longstanding relationship with the medical center. You’re invited to hear about revolutions in diagnosis, treatment, and tips for optimal and joyful aging. Topics will also include heart health, eye health, and Alzheimer’s prevention. Whittier Trust […]