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Endowments, Nonprofits & Foundations


When you are doing the most good for others, BMT Wealth Management is focused on you

Your connection to a [  MISSION  ] fulfilled

You are always working to make tomorrow better, and you have the responsibility to manage your organization today. Choosing BMT Wealth Management as your partner when it comes to the stewardship of your endowment or foundation will provide you with the financial expertise and value-added service so you can focus on your mission.

Bryn Mawr Trust has advised and managed endowments for more than 130 years, ensuring they pass to the next generation stronger and better equipped to solve social challenges.

Whether it’s a family legacy or a nonprofit endowment carefully built over time, BMT listens to your goals and offers planning, advice and a team dedicated to your needs.

The Planning Process

Step 1:

Understanding Your Situation and Defining Our Relationship

Share your vision, values, and objectives to set the direction of our work. Together, we assess your goals to better understand your current financial situation that will build the scope of a plan.

Step 2:

The Deep Dive: Identify and Select Goals

Our relationship will be pointed and personal to discover what matters most to you. An open and honest conversation helps us understand what you want to accomplish — your priorities and objectives.

Step 3:

Analyze and Evaluate Options

Our team conducts a thorough analysis of your existing strategies and identifies gaps or shortfalls. Then, we consider potential alternative solutions for the next course of action.

Step 4:

Develop Planning Recommendations

We research banking, wealth management, and insurance solutions and collaborate with your outside advisors to create a personalized plan with a well-defined purpose for your wealth.

Step 5:

Present Planning Recommendations

We present our analysis and planning recommendations to you, sharing different models and scenarios that illustrate current and potential planning options. Together, we discuss alternatives and determine the appropriate steps toward your achievement.

Step 6:

Implement Strategies

Your BMT relationship team works to implement your action plans. We proactively engage and coordinate efforts among investment advisors, wealth advisors, private bankers, and outside advisors to fulfill your plan.

Step 7:

Monitor Progress

Progress toward your priorities is monitored carefully. Subsequent next steps in planning are updated as your goals and circumstances evolve.

Institutional Services

How do we make our organization
more capable?

You’re strongest when you have great networks and access to best practices. BMT Wealth Management helps make a strong organization accessible by offering networking and educational events for Board and staff, tailored trainings just for your organization, and a library of resources on timely issues.

Building Sustainable Nonprofits

How do we create a sustainable organization?

As an endowment, foundation or nonprofit leader, you know the strength and creativity of the charitable sector. BMT offers you over 130 years of expertise in meeting the unique needs of these institutions.

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Investment Management

How can our endowments do more?

The investments you make are a key part of how your foundation or endowment will be able to reach your goals. So it’s important to have a partner ask the right questions to discover not only what the goals of the foundation or endowment are, but what is the best path to reach them.

Concierge Banking & Lending Services

How do I best manage my
day-to-day banking?

As your organization grows and becomes more complex, so do your banking needs. This is when it helps to have dedicated banking and lending experts who understand the complexities of your situation and can help with the day-to-day needs.

Insurance & Risk Management

How do we protect our organization?

Protection from risk means you should have experts on your team to provide custom risk management planning for your organization’s complex needs.