Nonprofit Organization or Philanthropic Individual
As a nonprofit organization or philanthropic individual, you serve your community and the causes that are important to you with care and compassion and seek to make a positive difference in the lives of others. At Wells Fargo Bank, we are dedicated to helping nonprofit organizations, individuals, and families achieve their strategic charitable goals. By working together to understand your unique needs, we can provide strategies specifically designed to help meet your objectives and bring your charitable vision to life.
Team-based Approach
We use a team-based approach so your philanthropic advisor is supported by a team of professionals. They will coordinate your other Wells Fargo Bank trust, investment, and banking professionals—as well as with your personal attorney, accountant, and other advisors—to offer holistic wealth management services to help with all of your financial needs.
Services for individuals and families
For philanthropic individuals and families, we offer consulting, administrative, and investment services for structured lifetime giving programs, including:
We begin with a review and assessment of your present and future resources, financial and family goals, and charitable values. Then, we work with you to develop appropriate strategies for your unique situation and implement and administer your plan, managing designated assets in accordance with your plan’s objectives. Over time, we provide regular account monitoring and continuous planning support.
- Charitable trusts
- Family foundations
- Donor advised funds
We begin with a review and assessment of your present and future resources, financial and family goals, and charitable values. Then, we work with you to develop appropriate strategies for your unique situation and implement and administer your plan, managing designated assets in accordance with your plan’s objectives. Over time, we provide regular account monitoring and continuous planning support.