Seven Key Principles for Successful Philanthropic Investing

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.
 



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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.

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©2014 Wells Fargo & Company. All Rights Reserved

Gregory Jordan, CFA®

National Philanthropic Investment Officer



Beth Renner

National Director Philanthropic Services



Seven Key Principles for Successful Philanthropic Investing
April 29, 2013

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 & Company 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 depends on the specific facts of your own situation at the time your taxes are prepared.

Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in these reports were prepared by the Investment Management arm of Wells Fargo Private Bank, a part of Wells Fargo Wealth Management and a division of Wells Fargo Bank, N.A.

Investments discussed in these reports may not be insured by the Federal Deposit Insurance Corporation and may be unsuitable for some investors depending on their specific investment objectives and financial position. These reports are not an offer to buy or sell, or a solicitation of an offer to buy or sell the securities or strategies mentioned.

Brokerage services offered by Wells Fargo Advisors, LLC. Wells Fargo Advisors, LLC, Member SIPC is a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

 

Investment Products: Not FDIC Insured, No Bank Guarantee, May Lose Value.