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Nonprofit Institution

As a nonprofit institution, effectively serving and supporting the causes most important to your mission is likely at the top of your strategic goals. Your organization depends on the generosity of your funders and needs to make the most of every dollar received. Juggling fundraising, reporting, and investing can leave your team little time to focus on your mission.

Sophisticated Solutions for Complex Problems

Our experienced philanthropic specialists and comprehensive suite of solutions can help your organization manage and grow your entrusted resources to meet today’s challenges and create tomorrow’s opportunities.

Leveraging the considerable investment management resources of The Private Bank, we are able to bring effective and appropriate investment strategies to foundations, endowments, charitable trusts, gift annuity pools, pooled income funds and donor advised funds. We develop portfolio solutions tailored to your organization’s unique needs, with asset management decisions based on your values and our disciplined investment approach.

Our Approach

Growing your organization requires maximizing your resources while managing risk and controlling expenses. We offer many services to help you meet these objectives.

  • Customized investment management with an emphasis on strategic asset allocation, risk budgeting and monitoring tax issues unique to charitable assets, and employing a rigorous due diligence process
  • Reporting and communication services that help you manage financial, audit and legal risks
  • Value-added consulting services including assistance with board governance, fundraising and planned giving strategies

Wells Fargo Philanthropic Services can support you by assisting with the establishment of:

  • Gift acceptance, investment, spending and other policies for your Board of Directors
  • Specialized administrative services, including fund accounting and compliance
  • Planned giving program development and administration

    • Charitable trusts
    • Gift Annuity Programs
    • Pooled income funds

Maximizing Your Donations

Your donors may want to give illiquid assets such as real estate, oil, gas, and mineral rights. Being able to accept these assets is critical to growing your asset base and may give you an advantage over other nonprofits when competing for donors.

The Private Bank specializes in assisting nonprofits not only with their gift acceptance policies, but also in accepting and converting non-financial assets and managing the resulting portfolio.

How Can We Help You?

For more than 40 years, Philanthropic Services has been dedicated specifically to charitable organizations and the individuals who support them. We offer you the services you need so that you can spend your time and resources on your good and worthy causes.

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Wells Fargo Private Bank provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.
Insurance products are offered through Wells Fargo & Company affiliated non-bank insurance agencies (California Insurance license #26-0070024). Not available in all states.
Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your tax or 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 you own situation at the time your taxes are prepared.
Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Real estate investments carry a certain degree of risk and may not be suitable for all investors.
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