How Donor Advised Funds Can Help Stretch and Maximize Your Giving Strategy

In this podcast, Greg Jordan, National Philanthropic Investment Officer, and Beth Renner, National Director of Philanthropic Services, discuss how donor advised funds can help maximize philanthropic endeavors.

 



Please call one of our Philanthropic Strategists at 855-435-4108 to see how the Wells Fargo® Philanthropy Fund might work for you.

 

 

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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.

The Wells Fargo Philanthropy Fund is a donor advised fund program sponsored by the Renaissance Charitable Foundation Inc. This donor advised fund program is made available through Wells Fargo Private Bank, which provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. As required by law, all contributions to a Wells Fargo Philanthropy Fund Gift Account are under the exclusive legal control of the Renaissance Charitable Foundation Inc. Neither Wells Fargo & Company and its affiliates nor the Renaissance Charitable Foundation Inc. provide tax or legal advice.


  
©2014 Wells Fargo & Company. All Rights Reserved

Gregory Jordan, CFA®

National Philanthropic Investment Officer



Beth Renner

National Director Philanthropic Services



How Donor Advised Funds Can Help Stretch and Maximize Your Giving Strategy
November 26, 2013

In this podcast, Greg Jordan, National Philanthropic Investment Officer, and Beth Renner, National Director of Philanthropic Services, discuss how donor advised funds can help maximize philanthropic endeavors.

 

 

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.