Private Wealth

Philanthropic Services for nonprofit organizations

Stay focused on your mission

Our Philanthropic Services team offers custom solutions to help nonprofit organizations and tax-exempt entities meet today’s challenges and prepare for tomorrow’s opportunities.

By combining an institutional investment platform with specialized philanthropic and administrative services, we can help free up resources for your board and staff to remain focused on what's most important — your mission and values.

Offered through Wells Fargo Bank, N.A.

Fiduciary services to help maximize your capacity

Our Philanthropic Advisors have extensive experience working with public charities, corporate foundations, endowments, charitable trusts, and other nonprofits. Based on your organization's needs and goals, our services can include:

Fiduciary investment management and strategies aligned with your mission and values
Customized reporting
Corporate foundation grant administration
Facilitation of required regulatory reports and filings
Consultation to support the development and review of investment, gift acceptance, and spending policies
Guidance and training for board members and staff on governance, fundraising, and planned giving

Additionally, for our largest institutional clients, we can partner with our Outsourced Chief Investment Officer (OCIO) team to combine our expertise and provide full-service solutions for your organization's unique investment, philanthropic, and administrative needs.

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Committed to supporting your cause

For over 50 years, our Philanthropic Services team has been dedicated to understanding and addressing the needs, objectives, and regulatory requirements of the nonprofit community. With over 80 experienced professionals located throughout the United States, we’ve provided strategic advice and comprehensive services to nearly every type of charitable organization. Connect with us to learn more about how we can work together to help meet your goals and advance your mission.

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Connect with your advisor or contact philanthropic@wellsfargo.com.

Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and 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 your own situation at the time your tax return is filed.

Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.