Our Philanthropic Services Group brings extensive expertise
to planning and executing charitable strategies, and works
closely with family foundations and nonprofits to achieve
their charitable and financial objectives.

Services to Nonprofits
Bryn Mawr Trust has decades of experience providing
investment management services to nonprofits. We also work
closely with nonprofits on their planned giving, capital
campaigns and commercial co-ventures.

Services to Family Foundations
We deliver a high level of expertise in the management of
foundation assets. We also provide full back-office, compliance,
and tax services, with on-line account access to allow our
foundation clients to make grants and view grant history.
We help donors create family foundations, and plan and
attend annual foundation meetings.To view a demo of our
online BMT Foundation Services system click here.

Services to Donors
We educate donors and their families about the various
types of philanthropic vehicles, and create models showing
the financial and tax impact of charitable gifts. Charitable
planning is coordinated with the donor’s overall financial
and estate plan. We facilitate the establishment of charitable
trusts and serve as trustee of these trusts, and provide access
to fully deductible donor advised funds.

The Bryn Mawr Trust Commitment to Philanthrophy
The Bryn Mawr Trust Company has a long-standing commitment
to philanthropy, and supports the nonprofit organizations in our
community. As an institution, we believe it is our corporate
responsibility to devote our expertise, labor and financial
resources to facilitate charitable giving by donors, and to help
foundations and nonprofits achieve their charitable missions.

For more information about Bryn Mawr Trust Wealth Management,

please call 610.581.4703, or email telebank@bmtc.com.