Jennifer Dempsey Fox, President of BMT Wealth Management, is joined by Elizabeth B. Wagner, BMT’s Director of Institutional Wealth Management, to discuss trends in philanthropic giving, especially the use of donor advised funds and private foundation...

PHILANTHROPIC GIVING: PRIVATE FOUNDATIONS AND DONOR-ADVISED FUNDS

The BMT podcast provides commentary on the financial markets, financial planning, and other timely topics. The podcast features professionals from BMT Banking, Wealth Management, and Insurance.The Bryn Mawr Trust Company (BMT), headquartered in Bryn Mawr, Pa., is a locally managed premier financial services company providing retail and commercial banking; trust administration and wealth management; and insurance and risk management solutions. BMT operates banking, wealth management, insurance, and risk management offices in Montgomery, Chester, Delaware, Philadelphia, and Dauphin Counties in Pennsylvania; New Castle County in Delaware; and Mercer and Camden Counties in New Jersey. For more information, visit bmt.com.The views expressed herein are those of Bryn Mawr Trust as of the date recorded and are subject to change without notice. Guest opinions are their own and may differ from those of Bryn Mawr Trust and its affiliates and subsidiaries. This podcast is for informational purposes only and should not be construed as a recommendation for any product or service.

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PHILANTHROPIC GIVING: PRIVATE FOUNDATIONS AND DONOR-ADVISED FUNDS

PHILANTHROPIC GIVING: PRIVATE FOUNDATIONS AND DONOR-ADVISED FUNDS