North Carolina Grant 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 North Carolina, we serve the following regions and counties:

Region Counties
Triad West Alamance, Alexander, Alleghany, Anson, Ashe, Avery, Buncombe, Burke, Caldwell, Caswell, Catawba, Cherokee, Clay, Davidson, Davie, Forsyth, Guilford, Graham, Haywood, Henderson, Jackson, Lincoln, Macon, Madison, McDowell, Mitchell, Montgomery, Polk, Randolph, Richmond, Rockingham, Rutherford, Stokes, Surry, Swain, Transylvania, Watauga, Wilkes, Yadkin, Yancey
Triangle and Eastern NC
Beaufort, Bertie, Bladen, Brunswick, Camden, Carteret, Chatham, Chowan, Columbus, Craven, Cumberland, Currituck, Dare, Duplin, Durham, Edgecombe, Franklin, Gates, Granville, Greene, Halifax, Harnett, Hertford, Hoke, Hyde, Johnston, Jones, Lee, Lenoir, Martin, Moore, Nash, New Hanover, Northampton, Onslow, Orange, Pamlico, Pasquotank, Pender, Perquimans, Person, Pitt, Robeson, Sampson, Scotland, Tyrrell, Vance, Wake, Warren, Washington, Wayne, Wilson
Greater Charlotte Mecklenburg, Cabarrus, Cleveland, Gaston, Iredell, Rowan, Stanly, and Union in North Carolina; York, Chester, and Lancaster in South Carolina

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.

We direct our contributions to programs that support these focus areas:

Primary Focus Areas (Comprising approximately 70-80% of total giving)

Community Development:

  • Aiding the path to employment with workforce training and job-readiness skills development.
  • Supporting programs that provide technical support and access to capital for diverse and underserved entrepreneurs and small businesses.
  • Promoting, creating and preserving affordable rental housing and pathways to home ownership.

The Wells Fargo Housing Foundation has similar priorities and a different process which can be found here.

Note: While asset building and financial education are important to Wells Fargo, the cost for development and/or supplies for financial literacy programs is ineligible for funding. Please visit www.HandsOnBanking.org to access our free resources.

Education

  • Addressing the pre-K – 12th grade achievement gap through proven interventions that occur in partnership with public school systems and/or summer programming with a focus on low- and moderate-income students.
  • Programs that have proven outcomes in increasing end of grade test results and high school graduation rates especially with Title One Schools.
  • Accessing Out of School Time programs that provide academic enrichment in the areas of college and career readiness.
  • Advancing school leadership through recruitment, professional development, support, and retention of teachers.

Note: Due to the potential number of requests, we are unable to provide funding at an individual school level

Secondary Focus Areas (Comprising approximately 20-30% of total giving)

Human Services

  • Addressing critical needs such as hunger and homelessness. This would include support of food banks and programs providing emergency services.

NOTE: Health and disease-related programs are not a philanthropic focus, including requests for walks and runs.

Arts & Culture

  • We support art, culture, science and history organizations’ programing and educational outreach programs.
  • Focusing primarily on programs that increase access to arts and culture experiences for underserved students and communities.

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.

Please note that Wells Fargo is unable to consider grants for the following:

  • National initiatives (however, we do accept requests from local affiliates for K-12 education, community development  and cultural programs occurring in our region)
  • Individuals seeking scholarships, fellowships, or sponsors for a particular cause
  • Individual K-12 schools
  • National or regional medical research organizations
  • Animal-related causes (for example, rescue societies)
  • For-profit entities, including start-up businesses
  • Political, labor, religious, international or fraternal activities
  • Endowments
  • Alumni associations
  • Organizations other than 501(c)(3) nonprofits, governmental or tribal entities
  • Organizations without at least two years of formal operations including:
    • Board of directors/advisors in operation for two years
    • Two years of audited financials from a recognized accounting firm

Requests that receive lower priority:

  • Private foundations
  • Capital Campaigns
  • Recreation, athletic, or sports teams, programs or leagues
  • Supporting organizations sub-classified as 509(a)(3) by the IRS

Wells Fargo prefers to fund outcome-driven programs versus unrestricted sponsorships and events for non-profits. All sponsorship requests must be submitted online at least 90 days in advance of the event and no later than August 31, 2019.

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.

Apply now

For more information, please contact your local Community Relations Manager.

Carolinas – Statewide (excluding the Greater Charlotte Region):

Juan Austin
Community Relations Senior Manager
Wells Fargo
100 N. Main Street, 4th Floor
MAC D4001-042
Winston-Salem, NC 27101
336-842-7331
juan.austin@wellsfargo.com

Triangle and Eastern NC:

Suzie Koonce
Community Relations Senior Consultant
Wells Fargo
150 Fayetteville Street, 7th Floor
MAC D0182-070
Raleigh, NC 27601
919-881-7338
suzie.koonce@wellsfargo.com

Greater Charlotte:

Jay Everette
Community Relations Senior Manager
301 South College Street, 25th Floor
MAC D1053-251
Charlotte, NC 28202
704-383-8287
jay.everette@wellsfargo.com

Triad and Western NC:

Peggy Reingold
Community Relations Consultant
Wells Fargo
100 N. Main St, 4th Floor
MAC D4001-042
Winston-Salem, NC 27101
336-842-7332
peggy.reingold@wellsfargo.com

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.

Are there deadlines?

Yes, event and fundraiser sponsorship requests must be submitted online at least 90 days in advance of the event and no later than August 31, 2018.

How long does it take for an application to be reviewed?

You may expect to receive a response within 90-120 days of submitting your application.

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 contacting us regarding your status. In most cases, you will have heard from us within that period.

Is there someone locally I can submit my request to?

Please submit your request through our online application only.

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.

If we are declined, may we reapply?

Wells Fargo receives far more grant requests from worthy organizations than we can support. If your application is declined, you are welcome to reapply the following year.

When can we expect the check if we are approved?

A check is normally sent out within 30 days of approval.

Do you have any advice for how best to structure our request?

The “Funding Purpose- Project Description” serves as the executive summary of your request. You will 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 would be used and what impact you plan to expand or sustain.

I did not receive an email confirmation after I submitted the application.

Return to your application using the link www.cybergrants.com/wellsfargo/communitygrants.

Submit your application by selecting the "Submit" button at the bottom of the page.

Who do I contact if I'm having technical issues or questions while I'm completing the application?

Please use the "Need Support?" link

May I contact Wells Fargo to discuss my proposal so we know if we have a chance of being funded?

Due to the large number of requests we receive, we are unable to pre-discuss grant proposals in advance of their submission.  Please review our state guidelines for a clear understanding as to whether or not your proposal would be consistent with our funding priorities.  If you feel your organization and program match our funding priorities, we invite you to submit a complete proposal.

How often can I reapply?

Wells Fargo entertains applications once per calendar year.  Whether an application is approved or declined, an organization will be eligible to reapply in January of the following calendar year.

May I fax or e-mail the grant request to you?

No, we ask that you apply by using our online application process.

If we are declined, may we call you to find out the reason why?

No.  We regret that we were unable to provide support to your program at this time. This action is not a reflection on the value of your program.  We received requests far in excess of our available funds. This leads to difficult decisions in establishing priorities and means that a number of important activities cannot be supported by the Foundation at this time. We appreciate the information forwarded to us and the time and effort expended in preparing the application.

National Philanthropy Programs: Wells Fargo supports a variety of national initiatives that invest money in local nonprofits working on critical community issues.  Any questions about these grants must be directed to the contact email/phone numbers listed on https://www.wellsfargo.com/about/corporate-responsibility/.