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Non-Profit Organizations

Wells Fargo is dedicated to helping non-profit organizations fulfill their mission by providing financial services that support the unique needs of charitable institutions. Wells Fargo works with the full spectrum of non-profit organizations including:

  • Educational, environmental and scientific organizations
  • Religious groups
  • Health and human service providers including children's organizations
  • Cultural and artistic institutions
  • Membership groups such as credit unions, fraternal organizations and homeowners associations
  • Family foundations

Wells Fargo has a long history of community involvement. The Wells Fargo Foundation focuses on housing affordability, small business growth and financial health, three pressing needs facing communities. Our corporate philanthropy focuses on unlocking economic opportunity in underserved communities to help people succeed financially. As an example, Wells Fargo’s Diverse Community Capital program is investing $175 million in diverse small businesses through 2020. Already, this program has provided 16,000 loans to diverse entrepreneurs, 322,000 hours of technical training and is maintaining 103,000 jobs. In addition, Wells Fargo team members have volunteered more than 2 million hours in the last year to help strengthen communities.

You may apply online for many of these services, others are more complex and we recommend speaking with one of our bankers. Apply in person or call 1-800-416-8658.

Business Banking Services

Like any business, non-profit organizations need banking services to help manage cash flow and to maximize the return on savings and investments. Whether your non-profit is small or large, Wells Fargo offers a variety of cash management services to help meet your needs cost-effectively. Compare our business checking accounts and savings accounts.

Wells Fargo Business Online® enables access to all your accounts with a single sign-on, from a secure internet connection. Manage your accounts including transferring funds, making payments, and viewing images, in one place, anytime, almost anywhere.

While many non-profits are run entirely through the efforts of dedicated volunteers, some groups employ paid staff. If you prefer to outsource, there are payroll services available to help meet your needs. If you manage your payroll in-house, or via a bookkeeper, our online Direct Pay service is a cost-effective, efficient solution, giving you more time to focus on your mission.

Retirement Plans for Non-Profits

Wells Fargo offers a variety of retirement plans suitable for non-profit organizations. These include 403(b) Plans designed specifically for qualified non-profit entities. 403(b) plans allow employees to defer portions of their salaries in order to invest in mutual funds and annuities offered by Wells Fargo Advisors for retirement. For assistance in determining which plan is best for your organization and for setting up a plan, call 1-866-243-0931.

Increasing Donations and Investment Management

Non-profits rely upon donations from individuals and foundations and upon investment income to fund their activities and further their mission.

Many non-profits accept credit and debit card payments for contributions. Not only is this useful for one-time gifts but it can enable recurring contributions with minimal effort from the donor and the receiving organization. Whether you wish to accept credit or debit card contributions online, over the phone, or in person, Wells Fargo Merchant Services can make this possible.