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Endowments, Non‑Profits & Foundations

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

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You are always working to make tomorrow better, and you have the responsibility to manage your organization today. Choosing Bryn Mawr Trust as your partner in 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.

Disclosures

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed.

WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank.
Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. 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 Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s Registration as an investment advisor does not imply a certain level of skill or training.

Investments are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Funds are subject to investment risks, including possible loss of principal investment.

WSFS Bank d/b/a Bryn Mawr Trust, and its affiliates, subsidiaries and vendors do not provide legal, tax or accounting advice. Please consult your legal, tax or accounting advisors to determine how this information may apply to your own situation.