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Wealth

Elizabeth Baran Wagner

Senior Vice President and Director of Institutional Wealth Management
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Elizabeth Baran Wagner

Read Articles by Elizabeth Baran Wagner

  • A parent teaching their child about giving.

    Talking About Giving with Your Kids and Grandkids

    Many of us first learned to care for others when we were small, at home, or at the knee of…

    • Article
    | 3 min read
  • A person using a laptop to donate money to a charity.

    Maximizing Your Year-End Charitable Giving

    Charitable giving is a uniquely American phenomenon, driven by both social and tax considerations. In 2022, Americans gave $499.33 billion…

    • Article
    | 3 min read
  • Servicemembers packaging donations as disaster relief.

    Charitable Giving After Disasters – How You Can Help

    “When I was a boy and I would see scary things in the news, my mother would say to me,…

    • Article
    | 3 min read
  • Businesspeople smiling at a meeting.

    Key Considerations for Trustees When Investing Nonprofit Endowments

    Endowments work hard to ensure their resources last in perpetuity–but forever is a long time, and it’s impossible to predict…

    • Article
    | 3 min read
  • People volunteering at a food bank.

    How Nonprofits Can Successfully Navigate the Current Financial Environment

    Nonprofits are facing new challenges in the current financial environment. Between market volatility, inflationary pressure, the unpredictable behavior of donors…

    • Article
    | 3 min read