Matthew Wagle, CFP, MBA

Financial Advisor, Managing Director - Investments

Services For Nonprofits

We serve a variety of nonprofit organizations including public charities, schools, membership-based organizations and more. With a keen fiduciary focus, we help organizations with investment manager research, review and selection, investment policy statement development, cash flow management, and board and investment committee education.

We are an experienced and committed team, always transparent and accountable and we always put you, our client, first.

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Additional Resources



Philanthropic Services for Nonprofit Organizations

Wells Fargo Bank’s Trust Philanthropic Services offers a suite of solutions to help your nonprofit organization meet today’s challenges and help ensure resources for tomorrow’s opportunities. By combining an institutional investment platform
with the specialized services offered by our philanthropic specialists, we can help address both philanthropic and administrative needs. This frees your board and staff to focus on accomplishing your mission. Read More

Planned giving - Offered through Wells Fargo Bank, N.A.

The Wells Fargo Bank Trust Philanthropic Services team provides nonprofit organizations with integrated strategies for planned giving. Through in-depth technical gift planning consultation, administrative experience, and comprehensive investment management, we can help preserve, protect, and enhance donor relationships while offering a customized structure for your organization that reaches well beyond today’s gift. Read More



Get in touch for a complimentary consultation. 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, FL, GA, IL, MA, MD, MN, MO, NC, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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