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Category: BMT in the News

How to Vet a Charity

Ahead of the busy year-end giving season, U.S. News & World Report consulted Elizabeth Wagner, Senior Vice President & Director for Institutional Wealth Management at Bryn Mawr Trust, for her expert insight on checking the legitimacy of a nonprofit organization. Elizabeth explained how to research a charity’s board of directors, review annual reports and speak with representatives to help ensure your donations are going to nonprofits that will use them well.

Here’s How Taxes Can Affect Special Needs Planning

Financial Advisor Magazine consulted Bryn Mawr Trust’s Senior Vice President & Senior Relationship Manager Joanne Shallcross and Vice President & Wealth Advisor Todd Reckamp for their expertise in special needs planning. Joanne and Todd explained the importance of having a well-rounded team to capitalize on current and future tax incentives.