Charitable Management Group: Planned Giving

Charitable Management Group:

Mike Vinyon, CTFA, JD Vice President, Charitable Management Group, 612-316-2705

Janet Lindberg Vice President

515/245-3247

Planned Giving

Many non-profit organizations find themselves approaching their usual donors each time there's a need for funds. To raise funds effectively, organizations must instead have a renewable income stream of current and future dollars. A Planned Giving program can provide donors and non-profits with sophisticated donation options and a better strategic platform from which to pursue philanthropic missions in the future.

The Wells Fargo Charitable Management Group will:

? Participate with your organization to further your mission ? Work side-by-side with you in marketing campaigns ? Act as your back-office, freeing resources to cultivate your donor base ? Remain accountable to you, to your donors, and to government regulatory agencies ? Proactively address donor issues

Sophisticated options for a regular and dependable income stream

? Core Planned Giving Vehicles

? Donor Consulting

? Charitable Remainder Trusts

? Marketing support and seminars

? Charitable Lead Trusts

? Workshops for development department staff

? Charitable Gift Annuities

? Real estate & specialty asset management

? Pooled Income Funds

? Supplementary Planned Giving ? Additional Services

? Private Foundations

? Access to a network of professionals

? Supporting Organizations

? Updates concerning regulatory and tax

? Donor Advised Funds

developments that may affect philanthropy

Client-focused, detail-oriented service that includes:

? Start-up account documentation ? Timely and accurate distributions by check or direct deposit ? Investment management and ongoing performance reviews ? Comprehensive donor statements ? Prompt remainder interest distributions

? Internet Account Access ? Customized summary reporting ? Safekeeping and custody of assets ? Dedicated tax, real estate and asset valuation

services ? Gift consulting

Private Client Services provides financial products and services through various banks and brokerage affiliates of Wells Fargo & Company, including Wells Fargo Investments, LLC (member NYSE/SIPC).

PRIVATE | CLIENT | SERVICES

Charitable Management Group:

Mike Vinyon, CTFA, JD Vice President, Charitable Management Group, 612-316-2705

Janet Lindberg Vice President

515/245-3247

Private Foundations

A Private Foundation gives you the structure to support the values and causes that are meaningful to you and your family. Wells Fargo's Charitable Management Group partners with you, your family, and your advisors to realize these philanthropic aspirations.

Foundation services, offered through Wells Fargo's Charitable Management Group, provides a variety of solutions designed to help you realize your philanthropic goals

Not all foundations are complicated. But like most businesses, as capability grows so does complexity. We know that you are not putting your name on a foundation so that you can delve into the tax code or sharpen your accounting skills.

The mission of your foundation may not be achieved if you, your family, and foundation board are wrestling with its day-to-day operation. Wells Fargo's Charitable Management Group provides an array of services designed to relieve the burden of day-to-day administration, while enabling you to remain firmly in control of your foundation's overall plan.

Through Wells Fargo, you can access a diverse assortment of foundation services,

including:

? Foundation Development

? Investment Management

? Grant Administration

? Investment Consulting

? Account Administration

? Master Trust and Custody Capabilities

? Tax Preparation

? Financial Reporting

Wells Fargo Competitive Advantage

The foundation services offered through our Charitable Management Group support the needs of even the most unique clients, because our foundation services were developed around our clients' needs over many years. Wells Fargo is proud to offer you and your foundation superior tactical and strategic guidance, born from decades of experience.

Private Client Services provides financial products and services through various banks and brokerage affiliates of Wells Fargo & Company, including Wells Fargo Investments, LLC (member NYSE/SIPC).

PRIVATE | CLIENT | SERVICES

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