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Webinar │ Can Your Clients Really Have it All? Using Philanthropy to Accomplish Multiple Goals
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Webinar │ Can Your Clients Really Have it All? Using Philanthropy to Accomplish Multiple Goals

 Export to Your Calendar 8/18/2020
When: Tuesday, August 18, 2020
12 noon Pacific | 1 pm Mountain | 2 pm Central | 3 pm Eastern
Where: United States


Online registration is available until: 8/18/2020
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About the webinar... 

Can Your Clients Really Have it All?  Using Philanthropy to Accomplish Multiple Goals

 

Although families are all unique, there are some common questions that arise:

  • How can we minimize our income, gift and estate taxes?
  • How can we transfer assets to our kids free of estate taxes?
  • How can we “save” our kids from our wealth, instill positive values and ensure they are prepared to be effective stewards of the wealth they will one day inherit?
  • How can we harness our wealth to make a positive change in the world and/or leave a lasting legacy?

Philanthropy has always been an effective tool, but perhaps never more so than in our current environment.  We will share real client stories that illustrate how philanthropic solutions have resulted in “home runs” for some of our clients, answering their big questions, providing peace of mind and strengthening their relationship with our firm.  And we’ll share some valuable lessons we have learned along the way.  



About the presenters...

 

Pegine E. Grayson
Senior Vice President, Whittier Trust Philanthropic Services

Pegine is a Senior Vice President in Whitter Trust’s Philanthropic Services department, providing philanthropic advisement to our high net worth clients and management services for their foundations and donor-advised funds. Pegine advise clients on issues such as formalizing their philanthropy, strategic grantmaking and involving the next generation in charitable giving. She also provides turn-key, comprehensive foundation and DAF management services, shouldering all the administrative responsibilities so clients can simply experience the joy of giving and the positive impact it has on their families.

Pegine brings a wealth of experience to Whittier Trust 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 well-respected, state-wide poverty advocacy organization, and as a management and Board consultant to nonprofit organizations through California. Pegine has extensive experience with private foundations, grants management, board development, nonprofit governance and administration, nonprofit financial management, organizational development, strategic planning, retreat facilitation and program evaluation.

Pegine received her law degree from the University of Southern California Law School, her Chartered Advisor in Philanthropy designation from The American College, and her Bachelor’s degree from Middlebury College. She is also trained as a mediator through the Los Angeles County Bar Association. Pegine serves on the Endowment Board of the Western Center on Law & Poverty and on the Advisory Board of Casa Treatment, a Pasadena-based residential and outpatient treatment center for women in recovery. 

     

 

Julie Lytle Nesbit
Executive Vice President and Executive Director, Whittier Trust Philanthropic Services 

Julie is an Executive vice President and Executive Director of Whittier’s Trust’s Philanthropic Services department. She and her staff provide advisement to the firm’s high net worth clients and provide management services for their foundations and donor-advised funds. Julie advises clients on issues such as formalizing their philanthropy, strategic grantmaking and involving the next generation in charitable giving. She also provides turn-key, comprehensive foundation and DAF management services, shouldering all the administrative responsibilities so clients can simply experience the joy of giving and the positive impact it has on their families. She also organizes and conducts Family Legacy Retreats to help our clients achieve their desire for richer and fuller lives.

Julie joined Whittier Trust with over 30 years of experience in the financial services and high tech worlds.  Prior to Whittier Trust, she was with Ernst & Young, LLP and a partner her last thirteen years with the firm. She held a number of operating and leadership positions working with private and Fortune 250 clients. Prior to Ernst & Young, she worked for XL/DataComp, Inc. in Hinsdale, IL as a District Manager and for IBM as a Systems Engineer/Consultant.

Julie grew up in Southern California and has raised three highly philanthropic children. She received her Bachelor’s degree from the University of California, Los Angeles and has completed advanced studies at Harvard Business School and at the Kellogg School of Management at Northwestern University. Julie is presently on the Advisory Board of USC Marshall Business School Brittingham Social Enterprise Lab, the Advisory Board of UCLA Anderson School of Management Riordan Programs, Board of the Los Angeles Advisors in Philanthropy and is a Board Member and/or Officer of seven Private foundations.

 

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