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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank

Equal Housing Lender. Bank NMLS #381076. Member FDIC.

Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Wealth Management

Meet our Endowments and Foundations National Practice Team

Our Endowments and Foundations team offers philanthropic, fiduciary, and investment solutions to help small to mid-size nonprofit organizations throughout the U.S.; including endowments, foundations, pensions, board–designated funds, reserve funds, operating funds, and others. Our team understands the complex regulatory environment of the modern nonprofit and maintains a strong knowledge of today's fundraising trends and issues.

Client Relationship Management

Walter J. Dillingham Jr, CFA

National Director of Endowments & Foundations Practice

Walter specializes in working with endowments, foundations, and nonprofit organizations to help them grow, evolve, and weather changing financial and economic environments. He works closely with his clients on their investment, philanthropic, endowment management, and planned giving objectives. With more than three decades of experience in the financial services industry, much of which focused on nonprofit and institutional clients, Walter has a unique perspective on the changing needs of the endowment and foundation marketplace.

Investments

Christopher Sporcic, CIMA®

Senior Institutional Portfolio Manager

Stephen Seivold

Senior Institutional Portfolio Manager

Meghan Shue

Head of Investment Strategy & Portfolio Construction

Matthew Glaser

Head of Equities, Nontraditional Investments, and Manager Research

Steve Norcini

Head of Sustainable Investing and Senior Equity Portfolio Manager

Personal Wealth Planning for Trustees

Alvina H. Lo

Chief Wealth Strategist

Private Foundation Services

William Langan

Director, Client Services for Private Foundations and Small Public Charities

Start a Conversation

We welcome the opportunity to meet with you and learn more about your needs. Contact us today.

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