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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Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust.Bryn Mawr Trust is a division of WSFS Bank.WSFS Wealth Management, LLC d/b/a Powdermill Financial Solutions, LLC. Powdermill Financial Solutions, LLC is a subsidiary of WSFS Financial Corporation.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 Capital Management, LLC (“BMCM”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMCM’s Registration as an investment advisor does not imply a certain level of skill or training.

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