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Haley Kirk Dahl, CAP, CTFA, MBA

Vice President, Client Advisor

Haley Kirk Dahl is a seasoned professional in the financial services sector, currently serving as Vice President and Client Advisor for Philanthropic Services at Whittier Trust Company. She holds several professional designations, including CAP (Chartered Advisor in Philanthropy), CTFA (Certified Trust and Fiduciary Advisor), and an MBA.

In her role at Whittier Trust, based in the Orange County office, Haley is responsible for assisting clients with administrative tasks and planning related to their philanthropic endeavors. Her expertise lies in guiding individuals and organizations in managing their charitable giving strategies effectively.13

Haley is also active on LinkedIn, where she shares insights and updates related to her professional journey and philanthropic initiatives.2

Highlights

Apr 24 · linkedin

I had a wonderful time at the Hoag Heritage Society Luncheon earlier this month, surrounded by great minds on The Planned Giving Advisory Committee. The Planned Giving Advisory Committee was formed in 1989 to provide oversight and technical assistance to the Office of Gift Planning on all estate and other planned gift arrangements that benefit Hoag Hospital.

Apr 12 · linkedin

I had the wonderful privilege presenting on a panel at the University of San Diego - Knauss School of Business this week. Thank you to The Family Business Consulting Group, Inc. (FBCG) for bringing us together to talk to family business owners about the importance of philanthropy. If you find yourself considering how to incorporate philanthropy within your family business, I would be happy to share my insights with you. Whittier Trust Company

Related Questions

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Haley Kirk Dahl, CAP, CTFA, MBA
Haley Kirk Dahl, CAP, CTFA, MBA, photo 1
Haley Kirk Dahl, CAP, CTFA, MBA, photo 2
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Experience

Vice President, Client Advisor at Whittier Trust Company
Assistant Vice President, Philanthropic Services at Whittier Trust Company (Dec 2018 - Dec 2021); Grant Manager | Philanthropic Advisor at Whittier Trust Company (Oct 2016 - Dec 2018); Senior Associat at Vodafone (Aug 2015 - Sep 2016)

Education

MBA from USC Marshall School of Business (2020-2023); BA in Psychology from Stanford University (2011-2015); Chartered Advisor in Philanthropy from The American College of Financial Services (2017-201

Location

Orange County, California, United States