Charitable Giving After a Liquidity Event

Philanthropic strategy for newly realized wealth By Amanda Buntmann, Vice President, Client Advisor, Philanthropic Services, Whittier Trust A liquidity event often begins with spreadsheets, attorneys, and tax projections. But for many wealthy families, the more consequential questions emerge afterward. In one early meeting following a significant business sale, three generations gathered around the table: a […]

Whittier Trust Promotes Ashley Fontanetta to Director of Philanthropic Services and the Retirement of Pegine Grayson

Ashley Fontanetta has been promoted to Director of Philanthropic Services at Whittier Trust.  Ashley has served as a Senior Vice President and Client Advisor, advising families on philanthropic planning and administration. In her new role, she leads the Whittier Philanthropic department and continues guiding clients in the formation and management of private foundations and donor […]

Plan to Give

Charitable giving strategies in the wake of the “One Big Beautiful Bill.” The One Big Beautiful Bill (“OBBB”) significantly changed the tax deductibility of charitable contributions in 2026 and onward by introducing two additional limitations for filers who itemize their deductions. The first limitation sets a 0.5% adjusted gross income (“AGI”) floor on deductible contributions. […]