Private Wealth

Philanthropic Services

Deepen your charitable impact

For more than 50 years, Wells Fargo Bank has helped individuals, families, and nonprofit organizations achieve their charitable goals. With over $28 billion in assets under management, over 80 dedicated professionals located throughout the United States, and a comprehensive suite of specialized solutions, our experience and commitment can help bring your vision to life and guide you on the next steps in your philanthropic journey.^*

Offered through Wells Fargo Bank, N.A.

Align your giving with your values

For individuals and families, our services include:

Guidance to help you define your philanthropic vision and goals and to create a strategic approach to your giving

Investment selection and asset management aligned with your values and risk tolerance

Specialized management and support for various charitable solutions

Grant and scholarship program management

Our dedicated Philanthropic Advisors can help you determine which type of charitable giving structure may work best for you, taking into account tax considerations, income needs, and your overall goals.

Donor advised funds (DAFs)

With a DAF, you can contribute assets irrevocably to a qualified public charity, typically receive an immediate tax deduction, and then recommend grants to charitable organizations over time. DAF donors can benefit from simplified administration and recordkeeping, and any growth of your contributions will be tax free.

Private foundations

A private foundation allows you and your family (or appointed fiduciary) to maintain oversight of the amount, timing, and recipients of grants. Many private foundations are formed to help create a legacy of family giving and last in perpetuity, extending over multiple generations.

Charitable remainder trusts (CRTs)

A CRT combines the benefit of a current income stream with a future gift to charity. It provides income to one or more individuals for life or a term of up to 20 years with the remainder distributed to a qualifying charitable organization.

Charitable lead trusts (CLTs)

A CLT provides payments to qualifying charitable organizations for a selected term or the grantor’s lifetime. At the time of its creation, the grantor may be eligible for a significant gift tax deduction. After the stated term ends, remaining assets are distributed to the named beneficiaries of the trust.

We also offer philanthropic services to help meet the needs of nonprofit organizations.

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Create an intentional giving plan

Being intentional about your philanthropic planning can help you and your family define your charitable vision, think about how your giving aligns with your values, and connect your goals with actionable strategies to maximize your impact.

Contact your advisor or philanthropic@wellsfargo.com to learn more about how we can help you build a lasting philanthropic legacy.

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*Source: Wells Fargo Bank Philanthropic Services; data as of December 31, 2025

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.

Donations are irrevocable charitable gifts. The sponsoring organizations maintaining the fund have ultimate control over how the assets in the fund accounts are invested and distributed. Donor Advised Funds donors do not receive investment returns. The amount ultimately available to the Donor to make grant recommendations may be more or less than the Donor contributions to the Donor Advised Fund. While annual giving is encouraged, the Donor Advised Fund should be viewed as a long-term philanthropic program. Tax benefits depend upon your individual circumstances. You should consult your Tax Advisor. While the operations of the Donor Advised Fund and Pooled Income Funds are regulated by the Internal Revenue Service, they are not guaranteed or insured by the United States or any of its agencies or instrumentalities. Contributions are not insured by the FDIC and are not deposits or other obligations of, or guaranteed by, any depository institution. Donor Advised Funds are not registered under federal securities laws, pursuant to exemptions for charitable organizations.