Don’t Leave Me: Philanthropy As A Tool For Strengthening Client/Advisor Relationships Across Generations
A Presentation from WhittierTrust
Are you talking with your clients about philanthropy? If not, why not? Perhaps you wouldn’t know where to begin, or if they showed an interest you aren’t sure where to go from there. This presentation highlights the power of the philanthropic conversation and the tools to leverage experts in this field to bring a more holistic approach to your client service model. Our case studies will show that incorporating philanthropy into financial planning not only creates trust and rapport with your current clients, but offers a unique way to build a relationship with subsequent generations of your client’s family.
About the presenters...
Ashley is a Vice President in Whittier Trust’s Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. The Philanthropic Services team provides comprehensive consulting services for clients who wish to begin a formal process of charitable giving, enhance their existing philanthropy or explore new opportunities to increase philanthropic impact. Additionally, the team specializes in grants administration, foundation management and next generation/family legacy planning.
Ashley brings to Whittier Trust a background in both financial services and nonprofit management. Prior to joining Whittier Trust, Ashley worked at Merrill Lynch in Beverly Hills where she was responsible for advising wealth management strategies for her clients and their families. Prior to that, she spent several years as a director of a nonprofit organization serving chronically-ill youth in Los Angeles and the Bay Area.
Ashley grew up in Claremont, CA. She earned her Bachelor’s degree in International Relations from the University of Southern California and has completed advanced studies at USC’s School of Social Work. Ashley has held the FINRA Series 7 and 66 licenses. She remains an active volunteer in the community, working with organizations that address homelessness, youth-mentorship and education.
Pegine E. Grayson, JD, CAP®
Pegine provides philanthropic advisement and comprehensive, turn-key management services for her clients’ foundations and donor-advised funds. She advises high net worth families, senior executives, founders of companies and family offices regarding issues of formalizing their philanthropy, strategic grantmaking and involving the next generation in charitable giving.
As a Senior Vice President, Pegine brings to WT a wealth of experience as an attorney in both private practice and nonprofit legal services. She previously served as the Executive Director of the Western Center on Law & Poverty, a state-wide poverty advocacy organization, and as a management and Board consultant to nonprofit organizations throughout California. She received her law degree from USC Law School, her Bachelor of Arts degree from Middlebury College and her Chartered Advisor in Philanthropy designation from The American College. She is trained as a mediator, and serves on the Board of Casa Treatment Center, a residential recovery center for women in Pasadena.