Ashley Fontanetta
Senior Vice President, Director of Philanthropy
Whittier Trust
Jerad Beltz
Senior Vice President, Deputy General Counsel
Whittier Trust
Webcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More
Register Now
September 15 | 1:00 PM PDT
Family-owned businesses allocate over 60% of their giving to local charities. How do you align benefits for both business and community?
In this webcast, Ashley Fontanetta and Jerad Beltz share insights on philanthropy and the family business, exploring pros and cons of five common channels:
- Direct Corporate Giving
- Corporate Donor-Advised Fund
- Corporate Private Foundation
- Cause-Related Marketing
- Employee Matching Gift Program
You’ll learn:
- What are the 5 most common ways for family businesses to engage in philanthropy?
- When might a family-owned business benefit from a Corporate Donor-Advised Fund?
- How can you evaluate your options and pick the best philanthropic fit?
Who should attend: Family-owned business leaders and anyone interested in corporate philanthropy.
Register today for this Live webcast to get the pros, cons, and strategies to pick your best philanthropic fit.
About Whittier Trust
Whittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization that is expert in guiding families through multiple generations–protecting and enriching a family’s legacy through diligence and integrity while educating the family’s future generations about their stewardship and the opportunities it encompasses. We have refined our singular focus on the business of wealth management since 1935. Today as a trust management company, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you.
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