Mar 28th

Whittier Trust Presents: Philanthropy as a Strategic Tool for Family Legacy & Continuity

Whittier Trust presents an overview on how to build a family foundation that will provide a strong family legacy while maintaining continuity. This webinar offers insight on how to formalize a family foundation, the different roles each generation of your family plays, how to use grant-making as a positive training tool and other helpful best practices.

The discussion incorporated real-life scenarios to show how:

  • Philanthropy can be an excellent training ground for NextGens to learn about financial and business analysis.
  • Engaging in philanthropy can offer a safe and neutral space for young family members to demonstrate responsibility and acumen.
  • Intentional philanthropy goes beyond doing good for your community, and how it can strengthen interpersonal ties, bridge generations and build a family’s legacy.
  • After the sale of a family business, formalized philanthropy provides a reason to meet, collaborate and promote shared values.

Whittier Trust’s Ashley Fontanetta, Vice President, Philanthropic Services; Channing Grigsby, Vice President, Philanthropic Services; and David Shaw, Publishing Director, Family Business Magazine, provide an overview and best practices for NextGen philanthropy and family continuity.

Whittier Trust Company and The Whittier Trust Company of Nevada, Inc. are state-chartered trust companies, which are wholly owned by Whittier Holdings, Inc., a closely held holding company. All of said companies are referred to herein, individually and collectively, as “Whittier”. The accompanying materials are provided for informational purposes only and are not intended, and should not be construed, as investment, tax or legal advice. Please consult your own investment, legal and/or tax advisors in connection with financial decisions and before engaging in any financial transactions. These materials do not purport to be a complete statement of approaches, which may vary due to individual factors and circumstances. Although the information provided is carefully reviewed, Whittier makes no representations or warranties regarding the information provided and cannot be held responsible for any direct or incidental loss or damage resulting from applying any of the information provided. Past performance is no guarantee of future results and no investment or financial planning strategy can guarantee profit or protection against losses. These materials may not be reproduced or distributed without Whittier’s prior written consent.

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