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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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.
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