We are often asked by folks who are relatively new to philanthropy – especially younger family members as they begin to get involved with their family’s philanthropy – if we have a list of do’s and don’ts for interfacing with grantee organizations. Because every family’s philanthropic journey is unique, we’ve been reluctant to come up with a universal set of rules. But we do have a set of guiding principles that we believe have allowed us to represent our clients well in the philanthropic community for over 65 years. In this webinar, we’ll share our philosophy and the best practices we have developed for:
- Conducting grantee research and initial outreach
- Performing financial diligence
- Scheduling and conducting site visits
- Engaging in ongoing communication
By implementing these practices, we believe you’ll be on your way to developing respectful and honest relationships with your grantees, which can only enhance your philanthropic experience.
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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