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Non-Profit Organizations

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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 itself has a long history of community involvement. Through the Wells Fargo Foundation, we support a vast number of non-profit causes — and understand the needs of non-profit entities from the inside out. The financial strength of Wells Fargo is validated further by its triple-A credit rating, giving you confidence that your organization is working with a financially-sound bank rooted in each community that it serves. You can apply on line for many of these services, others are more complex and we recommend speaking with one of our bankers. You can 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's cash management services can meet your needs cost-effectively. Compare our business checking accounts and savings accounts.

Wells Fargo Business Online® Banking provides online access to all your accounts. Monitor balances, transfer funds, and make payments online anytime, anywhere. Our online statements, check images and view-only access, so that you can give access to someone else to reconcile your accounts, make this an unparalleled service.

While many non-profits are run entirely through the efforts of dedicated volunteers, some groups employ paid staff. If you outsource your payroll, Wells Fargo Payroll Services can provide these services. 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.

Protect Your Organization

Keeping your overhead low so you can maximize the benefit of donations and grants is always top of mind for you. When you work with Wells Fargo Insurance, you can count on receiving recommendations for the coverage you need — nothing more, nothing less.

We offer a broad range of business insurance options from the multiple insurance companies we represent, including:
  • Business property insurance — protects your business property and its operations from damage caused by inclement weather, fire, windstorm, hail or crime
  • Directors and officers liability insurance — covers your executive team against legal judgments and related expenses resulting from allegations of wrongful acts that they may have committed as company directors and officers

Our experienced team of business insurance agents at Wells Fargo Insurance will work with you to help find the coverage that meets the unique needs of your business.

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 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.

Charitable Management Group (CMG)

Wells Fargo is one of the few financial institutions with a group dedicated to help charitable organizations achieve their social and strategic goals. This group works closely with you and your Wells Fargo relationship manager in whatever ways best meet your organization's needs. CMG's suite of services includes:
  • helping foundations establish mission statements, grant guidelines, policies and procedures
  • administering grants from application review through fund disbursement
  • developing and executing planned giving programs such as charitable remainder trusts, charitable lead trusts, charitable gift annuities, and pooled income funds
  • managing the investment of assets and endowments, including non-financial assets such as real estate, oil and gas interests and closely-held businesses

Whatever your needs, Wells Fargo's Charitable Management Group is available for consulting as well as for active charitable management services. Our local presence in the community is backed by the depth and breadth of specialized Wells Fargo expertise in the non-profit arena.
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Wells Fargo Insurance, Inc. (Minneapolis, MN) is a licensed agency that represents — and is compensated by — the insurer based on the amount of insurance sold.
Insurance products are not FDIC-Insured
Deposit products offered by Wells Fargo Bank, N.A. Member FDIC.