The Charlotte W. Newcombe Foundation Welcomes New Trustee, Elizabeth B. Wagner

The Newcombe Foundation is pleased to announce the appointment of Elizabeth B. Wagner to the Board of Trustees. She is Senior Vice President and Director of Institutional Wealth Management for Bryn Mawr Trust, where she leads the endowment, foundation and charitable practice and the firm’s Investment Policy Committee. She has over two decades of experience advising nonprofit organizations toward long-term sustainability and building charitable solutions for high-net-worth individuals and families. The firm’s institutional clients count on her advice on issues regarding endowment investing, mission-aligned investment choices and related issues, and she works closely with growing organizations to ensure their investment policies support their goals.

female smiling wearing gold earrings and grey jacket

Elizabeth joined Bryn Mawr Trust in 2019 from the Princeton Area Community Foundation, where she was Senior Vice President and Chief Philanthropy Officer. Previously, she was a strategy and management consultant to nonprofits.

She is immediate past Board Chair of Global Refuge (formerly Lutheran Immigration & Refugee Service) and sits on its finance & investment committee; is Vice Chair and a finance committee member at Princeton Nursery School; Secretary of the Board of New
American Lending; and Board member of the WSFS CARES Foundation, Mariano Rivera Foundation and United Lutheran Seminary.

Elizabeth speaks frequently on charitable topics; offers workshops to nonprofit Trustees on governance, endowment, gifting, and strategic issues; is a resource and connector across the philanthropic sector; and is a member of the BoardConnect faculty, teaching Governance. Her expertise has been widely quoted, including in U.S News & World Report and on WHYY.

A 21/64 Certified Advisor, Elizabeth has extensive training in family dynamics and charitable issues. She is a graduate of Smith College.

Areas of Expertise

  • Strategic Philanthropic Giving • Estate Planning • Endowments and Foundations
  • Board Governance • Nonprofit Development • Charitable Vehicles
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