Wells Fargo Philanthropic Services offers a comprehensive suite of solutions that can help your organization to grow and manage entrusted resources to meet today’s challenges and create tomorrow’s opportunities. For nonprofit institutions, we provide endowment and planned giving investment management, specialized administrative services — including fund accounting and compliance, Planned Giving program development, and donor advised fund services.

Our professionals can help your organization develop all the documentation you need, whether you are starting an investment or planned giving program or updating an existing one. These professionals are highly skilled in critical disciplines — investment policy and procedures, asset allocation and spending policy integration, cash flow analysis and compliance with regulatory and organizational restrictions.

Contact
For more information, contact Wells Fargo Philanthropic Services at 800-576-5135.