Pennsylvania Trust

04/24/2020

In these challenging times, charitable organizations need our support now more than ever. Some may be struggling to raise funds, adjusting their programs to virtual ones, or operating under limited capabilities. And though many of the fundraising events planned by the organizations we support have since been cancelled, we are pleased to have made a number of donations to them before the pandemic happened. Some of the organizations we've supported are focused on the arts, healthcare, environment, and education.

If you're able, consider giving back to a local charity during this time. A little goes a long way.

04/23/2020

As we navigate this unprecedented time together, we want to remind you that we’ve provided a number of helpful resources on our website. For timely updates on how -19 is impacting markets and industries, follow CIO Jon Heckscher’s blog: https://www.penntrust.com/about-pennsylvania-trust/blog/.

Investment Blog Home / About Pennsylvania Trust / Low Oil Prices Create Further Uncertainty April 21, 2020 The extreme pressure on the WTI contract for May highlights ongoing concerns about the supply Read more Oil Deal Should Help Restore A Supply/Demand Balance (Sort Of) April 13, 2020 The world.....

04/06/2020

This is a challenging time for us all. Now, more than ever, it’s important that we turn to each other for the help and support we need. We’re always here for you. If you have any questions regarding the current state of the markets or financial planning, please don’t hesitate to reach out to the folks here at Pennsylvania Trust. We will get through this difficult time together.

And keep an eye on our social media pages because we’ll be providing regular updates about COVID-19-related changes, including information on the Coronavirus Aid, Relief and Economic Security (CARES) Act.

03/06/2020

Senior VP Nan Lansinger recently attended a special event at the Kimmel Center, hosted by Vision 2020, a national coalition of organizations and individuals working toward economic, political and social equality for women. The event marked the opening of an exhibition focused on the 19th amendment, which granted women the right to vote. Occurring just before International Women’s Day, this event served as a timely reminder of a historical turning point for women.

02/12/2020

We’re incredibly excited to root for friend of the firm, Wendell Holland, in his appearance on ‘Survivor: Winners at War’ tonight! In 2018, Wendell competed in and won the show’s 36th season, ‘Survivor: Ghost Island.’ Following his win, Pennsylvania Trust hosted its first ‘How To Be A Financial Survivor’ program for those in their 20s and 30s learning to navigate their financial lives. We were grateful to have Wendell as our featured speaker.

From all of us at Pennsylvania Trust, we wish you the best of luck, Wendell!

01/06/2020

Pennsylvania Trust hosted members and friends for a presentation about the mission and work of Emergency Aid of Pennsylvania Foundation. Founded in 1914, the organization awards scholarships to young women and grants to non-profits that improve the lives of women, children and families.

The evening began with a reception and tour of the artwork on display in the office, conducted by local Wayne artist George Rothacker. The reception was followed by a presentation on impact investing, given by Pennsylvania Trust Senior Vice President Tara Hedlund.

01/02/2020

Pennsylvania Trust Chairman Rich Merriman was a distinguished honoree at the 34th Annual National Philanthropy Day breakfast held at the Bellevue in Philadelphia in November. Nominated by Hill Top Preparatory School, Merriman was honored for his efforts to partner SEI Cares and Hill Top, to help students gain valuable experience and education in the field of technology.

12/20/2019

Every year during the holidays, we make a $5,000 donation to a nonprofit organization in honor of our clients and as an effort to give back to our community.

This year, our gift goes to Surrey Services for Seniors, a local organization with a mission to help older adults live with independence, dignity, and to continue as engaged members of the community. In particular, our donation supports the feeding program conducted by Surrey in which thousands of nourishing meals are served in its community centers and delivered directly to home-bound seniors.

Presenting the check from left to right as you view the photo: George McFarland, President & CEO of Pennsylvania Trust, Nan Lansinger, Director of Marketing & Client Development of Pennsylvania Trust, Rick Davis, Board Chair of Surrey Services, and Bruce Brown, Senior Philanthropy Consultant for Pennsylvania Trust.

12/18/2019

Pennsylvania Trust was a sponsor of two evenings of musical entertainment by Curtis Institute of Music musicians at the Woodmere Art Museum in Chestnut Hill in November. Senior Vice President Bayard Fiechter and his wife Stacy attended the first of the two concerts. Bayard is a former trustee of Curtis and the current President of the Mary Louise Curtis Bok Foundation.