Wells Fargo

Wells Fargo & Company is a diversified financial services institution headquartered in San Francisco, California, founded in 1852. It offers a wide range of banking, investment, mortgage, insurance, and consumer finance products to individuals, businesses, and institutions both in the United States and internationally. The company operates through three main segments: Community Banking, which includes personal banking services such as checking accounts, loans, and credit cards; Wholesale Banking, which provides commercial and corporate banking services, including asset-based lending and treasury management; and Wealth and Investment Management, offering personalized financial planning, investment management, and retirement services. With significant assets and a substantial presence, Wells Fargo operates thousands of retail branches and ATMs across North America and around the globe. The firm also engages in corporate and investment banking through its subsidiaries, delivering a comprehensive suite of financial services to meet diverse client needs.

Douglas Braunstein JD

Vice Chairman

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Strategic Investments

Darlene Goins

Head of Philanthropy and Community Impact, President of Wells Fargo Foundation

Ellen Koebler

Chief Risk Officer Commercial Banking, EVP

Maureen Offer

Finance Associate

Fernando Rivas

Co-CEO of Corporate and Investment Banking

John Ryan

Managing Director

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Sean Lee Sang Sub

Investor, Principal Technology Investment Group

Past deals in Non-Profit

Soil Health Institute

Grant in 2023
Soil Health Institute is a global non-profit organization to preserve and improves soil vitality and productivity through scientific research and advancement. It equips farmers and other landowners with the knowledge they need to successfully implement regenerative soil health systems that benefit agriculture and society economically and environmentally.

Miami Foundation

Grant in 2022
The Miami Foundation is an independent non-profit organization based in Miami, Florida, established in 1967. Its mission is to connect philanthropy with community needs and opportunities, actively engaging various stakeholders in the community. The foundation focuses on addressing critical social issues such as illiteracy, hunger, homelessness, poverty, and support for the arts. The executive management team is responsible for managing the foundation's assets to effectively drive its initiatives and contribute to the betterment of the community.

Mountain BizWorks

Grant in 2020
Mountain BizWorks’ helps to build a vibrant and inclusive entrepreneurial community in Western North Carolina by helping small businesses start, grow, and thrive. When small businesses succeed, it all prosper. Mountain BizWorks provides business loans and coaching to emerging and established small businesses in Western North Carolina. It has a particular focus on working with businesses unable to access financing from banks and other traditional sources, as well as low-income, minority, women, and immigrant entrepreneurs, and businesses that operate within the local food system.

Amicus.io

Series B in 2020
Amicus is a financial services company that specializes in the fields of community foundations, mobile software, impact monitoring, and nonprofit. It features scale donor-advised funds with an enterprise-ready giving platform, seamlessly integrated into the banking experience. It was founded in 2017 and headquartered in Charlotte, North Carolina.
National Foundation for Credit Counseling is the nonprofit dedicated to improving people’s financial well-being.

Samaritan House

Grant in 2019
Samaritan House is sensitive to the fact that oppressed groups often encounter marginalization and face barriers to receiving support services. They seek to increase access and inclusivity, especially for those who are marginalized, disadvantaged or oppressed. Samaritan House strives to promote equal access to all individuals in need of support services. Samaritan House offers housing, case management, counseling, victim advocacy, transportation, medical assistance, food assistance, group therapy, job training and more to individuals and families experiencing domestic violence, sexual assault.
Accion Serving San Diego is a nonprofit microlender that is part of a nationwide network committed to supporting entrepreneurs. It focuses on providing accessible financing and essential resources to help create and grow healthy businesses. The organization offers fair and flexible loan options, along with connections to business experts, ensuring that each entrepreneur receives tailored support that aligns with their unique needs and goals. By fostering economic growth and empowering local business owners, Accion Serving San Diego plays a vital role in the community's entrepreneurial landscape.
Statewide Hispanic Chamber of Commerce of New Jersey is to promote the continued growth and development of New Jersey businesses.The SHCCNJ is the voice of the more than 120,000 Latino businesses that contribute more than $20 billion to the New Jersey economy.
United Way invests in a stronger, healthier Lehigh Valley. We are advancing education, food access & healthy seniors in your neighborhood.United Way of the Greater Lehigh Valley (UWGLV) is to provide the leadership, convene the partnerships and develop the resources and solutions that improve our community.
CSD is a private, nonprofit organization dedicated to creating and providing technologies and services that benefit the deaf and hard of hearing community.

CommunityWorks

Grant in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:

CommunityWorks

Debt Financing in 2016
CommunityWorks was established in 2008 as a partnership between the City of Greenville, the United Way of Greenville County and Greenville County Redevelopment Authority. This group worked together to support affordable housing and community development as a critical vehicle for fostering stable families and healthy communities. Since that time, CommunityWorks has transformed into a non-profit financial organization and certified Community Development Financial Institution (CDFI) that is committed to empowering people to become financially stable through financial education, lending and investing. The organization has created a safe place for people in the Upstate community to access loans, build their credit and assets and pay off high interest debts. CommunityWorks empowers families, individuals and businesses to become financially stable by focusing on financial education and providing a solution strategy that allows individuals to help themselves. Programs offered by CommunityWorks include:
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