Well Fargo Bank Philanthropic Services offers a comprehensive suite of solutions to help your nonprofit meet today’s challenges and help ensure resources for tomorrow’s opportunities. Our philanthropic specialists help free your board and staff to focus on their mission by combining an institutional investment platform with specialized services designed to address both philanthropic and administrative needs.
We can help manage:
Public charity endowments
Leveraging the investment acumen of Wells Fargo Investment Institute, our philanthropic specialists work with investment professionals to bring effective and appropriate investment strategies to endowments. Our team has a thorough understanding of fiduciary responsibility, including compliance with applicable rules and regulations such as the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Uniform Prudent Investor Act (UPIA).
Planned giving programs
We can assist with administration and development of charitable remainder trusts, charitable lead trusts, and gift annuity programs that help preserve, protect, and enhance your donor relationships.
Our Services
- Fully diversified investment strategies
- Investment options that align with your organization’s mission and values
- Customized reporting
- Specialized administrative support and development for planned giving programs
- Facilitation of required regulatory reports and filings
- Consultation to support the development and review of investment, gift acceptance, and spending policies
- Guidance for board and staff on governance, fundraising, and planned giving
