Supporting City of Hope Orange County at the 11th Annual Let’s Be Frank Gala

We were proud to have Nielsen Fields, CFA, Sam Bauserman & Sophia Nolan of the Whittier Trust team attend the 11th annual Let’s Be Frank About Cancer gala, joining clients who are passionate supporters of City of Hope Orange County—a nationally recognized leader in cancer research and care. The event raised nearly $900,000 to support […]

Nick Momyer and Danielle Delmar Represent Whittier Trust at UW State of the Economy Forum

We were proud to sponsor the 2025 State of the Economy Forum hosted by the University of Washington Foster School of Business—a meaningful event that brought together faculty, business leaders, and economic experts to explore the key trends shaping today’s market. A special thank you to Nick Momyer, CAIA and Danielle Delmar for representing Whittier […]

Sponsoring Cancer Support Community’s 35th Annual Angel Gala

Whittier Trust was proud to be a sponsor of the 35th Annual Angel Gala hosted by Cancer Support Community at the Langham Hotel. It was an inspiring evening dedicated to supporting individuals and families impacted by cancer. A special thank you to Kathleen Briley and Jeff Treut for representing Whittier Trust and showing our continued […]

Devin Wikke Speaks at Stanford’s Conference on Charitable Giving

Whittier Trust was proud to sponsor the reception at the Conference on Charitable Giving at Stanford University. Devin Wikke, CFP®, CTFA, Jesse Ostroff, MPP, CAP®, Charlie Normandin, CTFA, and Sophia Nolan represented our team and took part in meaningful discussions around philanthropy, impact, and legacy. A special thank you to Devin, who spoke during the […]

Celebrating Whittier Trust Honoree Rebecca Menhall Duguid at Nevada Women’s Fund Salute

We were proud to attend the Nevada Women’s Fund Salute to Women of Achievement, a remarkable event celebrating 75 inspiring women who are making a meaningful impact across Nevada. With nearly 1,400 in attendance and over $300,000 raised, the event was a powerful reminder of the importance of investing in education, opportunity, and community. We […]

Sponsoring the Helen Woodward Animal Center Spring Fling Gala

Whittier Trust was honored to sponsor the 2025 Helen Woodward Animal Center Spring Fling Gala, held at the La Valle Coastal Club in Rancho Santa Fe. This year’s “Yacht Rock”–themed evening brought together a passionate community of supporters to raise funds for Helen Woodward’s mission to rescue, heal, and place animals in loving homes. The […]

Sponsoring the American Cancer Society Annual Golf Classic

Whittier Trust was honored to serve as a Sponsor of the American Cancer Society Annual Golf Classic at Palos Verdes Country Club. Our team was well represented at this incredible event, which raised over $525,000 to support cancer research, patient services, and advocacy efforts. The need for continued support has never been greater, and we’re […]

Running the Presidio Half Marathon in Support of Underprivileged Youth

Whittier Trust was proud to participate in the Presidio Half Marathon, an event organized by The Guardsmen—a selective San Francisco-based charitable organization dedicated to supporting underprivileged youth. Our team, represented by Matt Messerli, CFA, Kyle Destiche, Souad A., Maria Marquez, Charlie Normandin, CTFA, Derek Galvan, and Fahad Khalifa, joined fellow runners to help raise funds […]

Kiley Barnhorst MacDonald Represents Whittier Trust at Symphony at Salk

Symphony at Salk remains one of the most inspiring evenings of the year—a celebration of music, science, and philanthropy set against the stunning backdrop of the Salk Institute for Biological Studies’s oceanfront courtyard. This year, the event focused on the Year of Alzheimer’s Disease Research, highlighting the Institute’s innovative efforts to explore new drivers of […]

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