Swinging Hard For A Good Cause

Sam Bauserman, a Client Advisory Associate with Whittier Trust, played a pivotal role in supporting the Boy Scouts and the community through his dedicated work on the tournament committee for the Boy Scouts golf tournament at Newport Beach Country Club. Sam’s involvement with the event which began last February highlights his commitment to this initiative […]
Building Community Through Food

At Whittier Trust, we take pride in not just serving our communities, but participating wholeheartedly in them and supporting local organizations, entrepreneurs and artisans. For a night of team bonding, and to show support for an inspired community project, several members of our Newport Beach office recently attended a Farm Dinner event as part of […]
Wrapping Up Summer With The United Way

After a summer of successful initiatives, Executive Vice president and Manager of the Whittier Trust Newport Beach Office, Greg Custer and Jimmy Filter attended the annual Men of Breakfast End of Summer Party. The event was kicked off by a speech from Supervisor Don Wagner, and served as the latest in a series of Men of Breakfast events […]
Lifting Spirits with the Dream Foundation

The Philanthropy Department recently hosted a card-making event, where Whittier Trust staff came together to create beautiful, heartfelt cards for the Dream Foundation. These cards will be sent to terminally ill adults and their families, offering comfort and support during a challenging time. Over several weeks, staff gathered in the Legacy conference room, watched inspiring Dream Foundation videos, […]
Enhancing The Lives of Children and Families

Gregg Millward, Haley Kirk Dahl, Leo Connolly, and Steve Pizula had the pleasure of attending the opening night celebration for the Festival of Children, an event proudly sponsored by Whittier Trust this year. The atmosphere was lively, and it was inspiring to see so many passionate supporters of the Festival’s mission to enhance the lives of children and families […]
A Proud Sponsor of the Farmstead Feast

The +BOX Farmstead Feast is a farm-to-table dinner and celebration of community impact, and Whittier Trust is proud to support +BOX’s mission to deliver healthy food and fresh ideas to those in need. +BOX partners with local farms, food rescue organizations, and schools to provide food-insecure families with weekly boxes of fresh, nutritious food. Each week, […]
Whittier Trust and the Second Harvest Food Bank

Whittier Trust proudly sponsored the Second Harvest Food Bank’s annual “No Lunch” Lunch. This meaningful event brought together community members for a simple meal of soup, bread, and salad to raise awareness about food insecurity and support the fight against hunger. The event featured a State of the Food Bank update, inspiring videos, and a call […]
Whittier Trust Making a Local Impact at the YMCA

Whittier Trust is proud to share that Matt Markatos, Senior Vice President, Senior Client Advisor and head of the West LA Office, has joined the Board of Managers at the YMCA. Matt’s connection to the YMCA runs deep—his involvement spans decades, from childhood experiences to years as a camp counselor and now as a parent watching his […]
David Dahl Visits The Boys and Girls Club of San Bernardino

David Dahl, President and CEO of Whittier Trust, recently had the privilege of meeting with the inspiring leaders at the Boys & Girls Club of San Bernardino. Their shared commitment to empowering young people as productive, caring, and responsible citizens made the visit especially impactful. David believes that “investing in youth is investing in our future,” […]
Whittier Trust Volunteers at the Orange County Food Bank

On Martin Luther King Jr. Day, as part of the National Day of Service, Chief Portfolio Manager Caleb Silsby, CFA, and his daughter joined thousands of families at the Community Action Partnership of Orange County Food Bank to combat food insecurity and give back to those in need. Their volunteer efforts were recognized in a […]