Nonprofit institutions are increasingly challenged by the complexity of asset management, fiduciary responsibilities, and their organization’s operational needs.
Like you, the Schietinger Private Wealth Group is committed to philanthropy. Giving back is a core component of the Schietinger family. We believe it is the right thing to do. Kent’s efforts were recognized by the President of the United States when he gave Kent a Gold Medal for Service when he helped raise money to build a school for impoverished children. The Schietinger family has turned their Avocation into their Vocation.
Today, the team continues to give back by providing the “Best of Wells Fargo” to nonprofit museums, hospitals, healthcare systems, educational institutions, foundations, and faith- based organizations. Leveraging the scale, strength, and specialized expertise of one of the largest global financial institutions, they provide comprehensive consulting services to their nonprofit clients.
Bringing the Best of Wells Fargo to nonprofits
Leveraging decades of experience in nonprofit portfolio management and overseeing several nonprofit endowments at previous firms, the Schietinger Private Wealth Group of Wells Fargo Advisors acts as a dedicated relationship manager with our clients. We are able to provide you with access to a team of Wells Fargo Bank, N.A. specialists who will develop strategies to help drive towards the success of your unique objectives.
Why should your Board consider Wells Fargo?
As a fiduciary, the Philanthropic Services team at Wells Fargo Bank, N.A. act as an extension of your board, trustees, committees, and staff to help you effectively manage assets and navigate risk. They strive to add efficiency for your board and staff by combining an institutional investment platform with specialized consulting services designed to help meet your philanthropic and administrative needs.
If you have any additional questions, about how we can connect you with Wells Fargo Bank Philanthropic Services specialists, feel free to contact us at 212-214-3713.
Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage 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 separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts. Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Endowments • 403(b) Plans • Cash Management • Philanthropic Services
Please consider Wells Fargo and Schietinger Private Wealth Group in your next RFP.
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