Charity/Philanthropy

WEBINAR: How to Maximize the Impact of Your Charitable Giving

Elizabeth Wagner

Bryn Mawr Trust

< 1 min read

November 22, 2024

How to Maximize the Impact of Your Charitable Giving

Have you delayed your 2024 charitable giving? Join our webinar for guidance on outlining an impactful contribution plan before the year ends. We’ll explore strategies to ensure your donations are both meaningful and efficient and discuss how to effectively utilize financial planning tools to maximize your contributions and achieve your philanthropic goals.

Key Topics:

Tax incentives for donors
Contributing non-cash assets
Benefits of donor-advised funds (DAFs)
Leveraging your IRA for charitable donations

Elizabeth Wagner

Bryn Mawr Trust

Elizabeth Wagner leads the Endowment, Foundation, and Charitable practice. She is responsible for nonprofit client advisory on investment issues and other matters, and also guides philanthropic clients. She joined the company in 2019.

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Disclosures

© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s Registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

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