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Corporate Giving – Florida Guidelines

We appreciate your interest in Wells Fargo's philanthropic goals and objectives. At Wells Fargo, we believe that grant-making decisions are more effective when made locally. That's why Wells Fargo is actively involved in the communities where we live and work, and why our team members are leaders in helping our communities succeed.
In Florida, we serve the following regions and counties:
Tier 1
Region Counties
North FloridaAlachua, Bay, Escambia, Flagler, Holmes, Jackson, Leon, Madison, Marion, Okaloosa, Santa Rosa, Taylor, Volusia, Walton, Washington
Central FloridaBrevard, Citrus, Hernando, Highlands, Indian River, Martin, Pasco, Polk, St. Lucie
Tier 2
Region Counties
North Florida Baker, Clay, Duval, Nassau, St. Johns
Central FloridaOsceola, Lake, Orange, Palm Beach except for Boca Raton, Seminole, Sumter
West FloridaCharlotte, Collier, DeSoto, Hillsborough, Lee, Manatee, Pinellas, Sarasota
South FloridaBoca Raton in Palm Beach, Broward, Miami-Dade, Monroe
Wells Fargo makes contributions in areas that we believe are important to the future of our nation's vitality and success. Our first priority is to support programs and organizations whose chief purpose is to benefit low- and moderate-income individuals and families. We look for projects that keep our communities strong, diverse, and vibrant.
Wells Fargo makes grants in two primary areas:
Community Development
Wells Fargo is committed to supporting and improving our local communities. We make grants to organizations and programs that:
  • Help provide affordable housing for low and moderate income individuals
  • Promote economic development by financing small businesses or small farms
  • Provide job training for low and moderate income individuals
  • Provide financial education and promote economic empowerment
  • Help to revitalize low and moderate income communities
Education
Wells Fargo is committed to supporting programs that:
  • Promote academic achievement for low to moderate income students
  • Advance teaching through professional development and support
  • Facilitate merit-based access to higher education for underrepresented groups
Wells Fargo also considers grants in the following areas:
Human Services
Wells Fargo is committed to supporting social and human service organizations whose work chiefly benefits low- and moderate-income individuals. These organizations may be involved in a variety of areas, including:
  • Child care
  • Health services and education
  • Basic needs assistance
Arts and Culture
Wells Fargo will consider requests from organizations that work to enhance community diversity through:
  • Access to cultural experiences for low- and moderate-income individuals
  • Availability of a broad array of artistic opportunities and venues that reflect the community’s diversity
  • Educational programs
Civic Engagement
Wells Fargo will consider requests from organizations that work to enhance a community’s quality of life through projects involving:
  • Public policy
  • Community beautification
  • Civic leadership
  • Citizen education
  • Cultural diversity
Environment
We are committed to building strong environmental practices through programs that:
  • Conserve natural resources
  • Provide environmental education
  • Support the transition to a sustainable environment
Wells Fargo makes contributions to organizations with tax-exempt status under Section 501(c)(3) of the U.S. Internal Revenue Code, as well as qualified tribal and governmental agencies, including public school systems. Organizations must have broad community support and address specific community needs, and must be able to demonstrate fiscal and administrative stability.
Please note that Wells Fargo is unable to consider grants for the following:
  • Individuals
  • International organizations
  • Religious organizations, unless they are engaged in programs that are non-sectarian, benefit a broad base of the community, and have a separate 501(c)(3) designation
  • Private foundations
  • Political action committees, causes, or candidates
  • Books, research papers, or articles in professional journals
  • Fraternal or alumni organizations
  • Travel or conferences for non-profit agency personnel
  • General operating expenses for organizations that already receive substantial support through United Way or United Arts drives in which Wells Fargo participates
Requests that receive lower priority:
  • Individual pre-college schools (private, public, charter, parochial, or home schools)
  • Recreation, athletic, or sports teams, programs, or leagues
Wells Fargo will consider cause-related sponsorship requests.
If your organization meets Wells Fargo’s eligibility requirements and fits with our philanthropic goals and objectives, we encourage you to proceed with our online application.

Beginning with our 2015 grant cycle, we will have a two-tiered funding model. Please review the guidelines for your county:

Organizations that serve Tier 1 counties Show Details

 
Grant requests may be submitted and are reviewed throughout the calendar year. All requests must be submitted via the online application. We do not review paper or email requests. All requests are reviewed locally. Please allow 90 days for a response to your request. In order to be considered for funding for the current year, applications should be submitted by August 31.
For more information, please contact:
North Florida
Heather Julin-Pittman
Community Affairs Representative
Wells Fargo
1 Independent Drive, 10th Floor
MACZ3094-102
Jacksonville, FL 32202
904-351-7230
Heather.r.julin-pittman@wellsfargo.com
Central Florida:
Kate Wilson
Community Affairs Representative
Wells Fargo
800 N. Magnolia Ave, Suite 900
MAC Z0244-090
Orlando, FL 32803
407-649-5578
kate.wilson@wellsfargo.com

Organizations that serve Tier 2 counties and Statewide requests Show Details

 
For organizations located in or seeking funding for support in the following counties, we will group and review requests by focus area. All requests must be submitted via our online application. We do not accept paper or email requests.
The new application periods are as follows:

  • Human Services
    • Application Period: December 1, 2014 – January 31, 2015
  • Education
    • Application Period: February 15, 2015 – April 15, 2015
  • Arts and Culture, Civic, and Environment
    • Application Period: May 1, 2015 – June 30, 2015
  • Community Development
    • Application Period: July 15, 2015 – August 31, 2015
How to apply for event sponsorship (a non-marketing sponsorship request)
If you would like to apply for a sponsorship from Wells Fargo you may disregard the deadlines above but must submit the request at least 90 days before the event. Please choose whether to request a sponsorship or a programmatic grant, not both, and be aware that our preference is typically to support mission-related programs.
For more information, please contact:
Florida - Statewide requests, South Florida, and North Florida - Baker, Clay, Duval, Nassau and Saint Johns Counties:
Connie E. W. Smith
Community Affairs Manager
Wells Fargo
1 Independent Drive, 10th Floor
MAC Z3094-102
Jacksonville, FL 32202
904-351-7232
connie.e.smith@wellsfargo.com
Central Florida:
Kate Wilson
Community Affairs Officer
Wells Fargo
800 N. Magnolia Ave, Suite 900
MAC Z0244-090
Orlando, FL 32803
407-649-5578
kate.wilson@wellsfargo.com
West Florida:
Debra Kent Faulk
Community Affairs Officer
Wells Fargo
100 S. Ashley Drive, 10th Floor
MAC Z0307-105
Tampa, FL 33602
813-225-6564
debra.faulk@wellsfargo.com
1.How do you define “low- and moderate-income” individuals and families?
“Low- and moderate-income” is defined as income less than 80 percent of the area median income for the community served.
2. Are there deadlines?
Yes, there are deadlines associated with all contributions. Please review and adhere to the application periods outlined on the “How to Apply” tab.
3. How long does it take for an application to be reviewed?
All requests are reviewed locally and according to the tiered funding model. Please allow 90 days for a response to your request.
4. May I call during the review period to check on our application status?
We respectfully request that you wait 90 days after submitting an application before calling to check on your status. In most cases, you will have heard from us within that period.
5. Is there someone locally I can submit my request to?
All requests should be submitted through the online application only. The online application is available on the “How to Apply” tab.
6.Will someone from Wells Fargo make a site visit to our organization?
Due to the volume of requests we receive, it is not always possible to personally visit each organization. When we do make site visits, they are only to requesting organizations that have submitted complete proposals, or organizations that have previously been funded.
7. May we apply in more than one program area more than once a year?
No. Organizations may only submit one application per year. If the request is declined you are asked to wait until the following calendar year to resubmit.
8. Do you have any advice for how best to structure our request?
In the application, the “Funding Purpose – Project Description” serves as the executive summary of your request. You will also be asked to upload “Detailed Project Information.” Please be concise and limit that document to 2-3 pages. If you received a grant from Wells Fargo in the prior year, explain the impact of that funding. Describe who you serve, the need for support, how funding will be used and what impact you plan to sustain or expand.
9. When can we expect the check if we are approved?
A check is normally sent out within 30 days of approval.