Giving Back

#1 Largest Workplace Employee Giving Campaign in the U.S. for the 10th Consecutive Year (2019, United Way Worldwide)

#2 Most Generous Cash Donor in the U.S. (2018, The Chronicle of Philanthropy)

Wells Fargo & Company has pledged to give more than $1 million a day to 10,00 nonprofits in communities across America

Our corporate philanthropy focuses on unlocking economic opportunity in underserved communities to help people succeed financially. As an example, Wells Fargo’s Diverse Community Capital program is investing $175 million in diverse small businesses through 2020. Already, this program has provided 16,000 loans to diverse entrepreneurs, 322,000 hours of technical training, and is maintaining 103,000 jobs. In addition, Wells Fargo team members have volunteered more than 2 million hours in the last year to help strengthen communities.

Wells Fargo Advisors and its affiliates are dedicated to helping non-profit organizations fulfill their mission by providing financial services, donations, and service time to its employees – all in support pf the unique needs of numerous charitable institutions. We are proud to work for a firm that, in turn, works with the full spectrum of non-profit organizations, including:

Educational, environmental and scientific organizations
Religious groups
Health and human service providers including children's organizations
Cultural and artistic institutions
Membership groups such as credit unions, fraternal organizations, and homeowners’ associations
Family foundations

ESG Investing

It used to be the case that investment performance and values-based investing were mutually exclusive. But today, more companies are disclosing the information investors need to measure sustainability and impact, allowing for more clarity when making investment decisions.

The timing of this change is important. Decisions about where and how to allocate effort and resources can help shape the future. And perhaps now more than ever, we see the world changing substantially due to factors such as climate change, natural resource availability, and demographic shifts.

Examples of ESG opportunities often include:

Renewable energy, waste management, water use, and climate change

Human capital, community relations, labor standards, and diversity and inclusion

Accounting, board structure, executive compensation, business ethics, and fraud

An investment’s social policy could cause it to forego opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. A socially responsible investing style may shift in and out of favor.