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Philanthropic Services for Institutions

At Wells Fargo Philanthropic Services, our experienced specialists and comprehensive suite of solutions can help enable your nonprofit institution to operate more effectively and efficiently, so that you can concentrate your attention on fulfilling your mission.

Why Wells Fargo Philanthropic Services?

Wells Fargo Philanthropic Services was among the first in the nation to dedicate a staff of experienced professionals to meet the highly specialized needs of the nonprofit community, and we have been managing trusts and providing focused advice for over 160 years.

Today, our clients represent every sector of the nonprofit community. Wells Fargo Philanthropic Services has a nationwide presence with over 130 team members skilled in providing the services you need to help your organization be most effective.

Nonprofits rely on us for a wide range of philanthropic services:

  • Endowment and planned giving investment management
  • Specialized administrative services, including fund accounting and compliance
  • Planned Giving program development and administration
    • Charitable Trusts
    • Gift Annuity Programs
    • Pooled Income Funds

Customized investment managementShow Details

Given the substantial investment management resources of Wells Fargo Private Bank, we are able to bring effective and appropriate investment strategies to foundations, endowments, charitable trusts, gift annuity pools, and pooled income funds. We develop portfolio solutions tailored to your organization’s unique needs, such as:

  • Specialists who have a thorough understanding of fiduciary responsibility, including compliance with applicable rules and regulations, such as the Uniform Prudent Management of Institutional Funds Act (UPMIFA), Uniform Prudent Investor Act (UPIA) and state department of insurance regulations for charitable gift annuities
  • Investment management strategies that incorporate an understanding of tax issues unique to charitable assets
  • An emphasis on strategic asset allocation
  • Integration of leading money managers, utilizing a rigorous due diligence process
  • Access to Socially Responsible Investing (SRI) capabilities

Reporting and communications services Show Details

  • Comprehensive organization and donor statements
  • Timely and accurate completion of detailed investment reports
  • Customized summary reports for gift annuitants and charitable trusts
  • Online information exchange
  • Information about regulatory and compliance changes that may impact your organization

Value-added consulting servicesShow Details

  • Governance and leadership training and consulting, including targeted training for staff and board leaders on current issues
  • Targeted work with major and planned giving donors and prospects to enhance fundraising results
  • Networking and educational opportunities among a large, diverse group of nonprofit clients nationwide
  • Consulting on best practices across a range of issues affecting nonprofits
  • Reviews of planned giving and other marketing strategies

A team approach to delivering philanthropic services

At Wells Fargo Philanthropic Services, you will have access to a team of highly skilled leaders in their fields who have a thorough understanding of the needs, objectives, organizational characteristics and regulatory requirements of charitable institutions and their donors.

We integrate investment management, fiduciary administration services, governance advice, compliance, and tax preparation and reporting into a comprehensive service that can help make your organization more successful at fulfilling its mission. Please contact us to find out more about how Wells Fargo Philanthropic Services can assist you.

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Brokerage products and services are offered through Wells Fargo Advisors, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation.

Whether any planned tax result is realized by you depends on the specific facts of your situation at the time your taxes are prepared.

Wells Fargo Bank, N.A. Member FDIC
Investment and Insurance Products: Are Not insured by the FDIC or any other federal government agency - Are Not deposits of or guaranteed by the Bank or any Bank Affiliate - May Lose Value