We have identified seven principles of philanthropic investing that we believe can help your organization be successful in attaining your philanthropic goals. Experience shows that philanthropic organizations that follow investment principals such as these are more likely to maximize the chance of reaching their goals and delivering on their mission.
In the podcast, Greg Jordan, National Philanthropic Investment Officer, and Beth Renner, National Director of Philanthropic Services, outline these seven principles and discusses why we feel they are so important to a philanthropic investor.
Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A., and its various subsidiaries and affiliates. This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, of an offer to buy, or a recommendation for any security.
The information and opinions in this report were prepared by Wells Fargo Wealth Management. Information and opinions have been obtained or derived from sources we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions represent Wells Fargo’s opinion as of the date of this report and are for general information purposes only. Wells Fargo does not undertake to advise you of any change in its opinions or the information contained in this report. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
The strategies discussed in this report may be unsuitable for some clients depending on their specific objectives and financial position. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Some complementary strategies and real assets may be available to pre-qualified investors only.
Wells Fargo and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depend on the specific facts of your own situation at the time your taxes are prepared.
©2014 Wells Fargo & Company. All Rights Reserved