Wells Fargo

Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.

John Albright

Managing Director and Head of Capital Markets

Rodney Altman

Managing Director, Healthcare

Manpreet Bagga

Vice President

Duane Bouligny

Managing Director

Douglas Braunstein JD

Vice Chairman

Keith Cable

Managing Director, Diversified Industries

Chris Carter

Managing Director, Diversified Industries

Puneet Chandhok

Managing Director

Basil Darwish

Managing Director, Principal Technology Investments

Inessa Even

Managing Director, Principal Technology Investments

Richard Gan

Managing Director and Head of Diversified Industries

Darlene Goins

Head of Philanthropy and Community Impact, President

John Hukari

Managing Director and COO

Ellen Koebler

Chief Credit Officer and Executive Vice President

Michael Nepveux

Managing Director, Diversified Industries

Matthew Raubacher

MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)

Thomas Richardson

Group Managing Director

Fernando Rivas

CEO

John Ryan

Managing Director and Head of Healthcare Investments

Michael Vasquez

Managing Director

Emma Whitner

Investment Banking Analyst

Kären Woodruff

Senior Vice President

Mikhail Zhukov

Managing Director, Diversified Industries

Tim Rafalovich Ph.D

Managing Director and Head of Fund Investing

Past deals in Non-Profit

Paul Quinn College

Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college established in 1872. It offers a select range of four-year liberal arts programs focused on business, legal studies, science, and technology, fostering an intimate educational environment. The college is committed to service, exemplified by initiatives such as The Farm, where students cultivate organic produce to aid local impoverished communities. Additionally, the Writer's Hub provides personalized instruction for students across various writing disciplines, promoting both individual growth and collaborative learning. Paul Quinn College emphasizes a faith-based education that nurtures the academic, social, and spiritual development of its students, preparing them to become servant leaders and agents of change in a global context. Financial assistance options, including scholarships and work-study programs, are available to support eligible students in managing tuition and educational expenses.

Opportunity Finance Network

Grant in 2024
Opportunity Finance Network (OFN) is a Philadelphia-based economic development agency founded in 1986. It operates as a national network of community development financial institutions (CDFIs) dedicated to investing in opportunities that uplift low-income, low-wealth, and disadvantaged communities throughout the United States. OFN focuses on addressing the financial needs of individuals and businesses that mainstream financial institutions often overlook. In addition to its investment activities, the agency offers strategic consulting services aimed at enhancing industry capacity, supporting government agencies, and assisting socially responsible investors such as banks and foundations. The management team oversees the agency's operations and assets, ensuring alignment with its mission to foster financial, social, and political justice.

Prospera Housing Community Services

Grant in 2024
Prospera Housing Community Services provides affordable housing with support services for individuals and families. ProsperaHCS specialized as a starting point for pursuing goals, fulfilling dreams, restoring spirit, and building self-endurance.

Paul Quinn College

Grant in 2024
Paul Quinn College, located in Dallas, Texas, is a historically black college established in 1872. It offers a select range of four-year liberal arts programs focused on business, legal studies, science, and technology, fostering an intimate educational environment. The college is committed to service, exemplified by initiatives such as The Farm, where students cultivate organic produce to aid local impoverished communities. Additionally, the Writer's Hub provides personalized instruction for students across various writing disciplines, promoting both individual growth and collaborative learning. Paul Quinn College emphasizes a faith-based education that nurtures the academic, social, and spiritual development of its students, preparing them to become servant leaders and agents of change in a global context. Financial assistance options, including scholarships and work-study programs, are available to support eligible students in managing tuition and educational expenses.

Wiley College

Grant in 2024
Wiley College, established in 1873 in Marshall, Texas, is a historically black college affiliated with The United Methodist Church. It offers a range of bachelor's degrees in disciplines such as arts, sciences, business administration, and education, along with shorter associate's degree programs aimed at career training and transfer opportunities. The institution is dedicated to educational access, fostering a diverse student body that includes both traditional and non-traditional students. Wiley College emphasizes excellence in its academic offerings, providing a supportive and stimulating environment for students from various backgrounds who are eager to learn and improve their lives.

Greenwood Cultural Center

Grant in 2024
Greenwood Cultural Center is a nonprofit organization that celebrates and promotes the heritage, history, and legacy of African Americans.

Operation HOPE

Grant in 2024
The mission of Operation HOPE, Inc. (HOPE) is silver rights empowerment, making free enterprise work for everyone. We accomplish this through our work on the ground as the nonprofit private banker for the working poor, the underserved and struggling middle class. We achieve our mission by being the best-in-class provider of financial literacy empowerment for youth, financial capability for communities, and ultimately, financial dignity for all.

Greenwood Rising

Grant in 2024
Greenwood Rising is a nonprofit organization that focuses on educating people about the race massacre and its impact.

Milken Institute

Grant in 2024
The Milken Institute is an independent economic think tank and foundation headquartered in Santa Monica, California, with additional offices in Washington, D.C.; Jerusalem, Israel; and Singapore. Established in 1991, the organization focuses on conducting research to develop economic and policy solutions that aim to create jobs, increase access to capital, and improve health outcomes. It provides a range of services, including publications, educational roundtables, forums, financial innovations labs, seminars, and conferences. The Milken Institute operates through contributions, grants, and sponsorships from individuals, corporations, foundations, and government entities, allowing it to address pressing societal challenges and foster economic growth.

HBCU CDAC

Grant in 2024
HBCU CDAC is a nonprofit organization dedicated to supporting low-income students through educational initiatives and sponsorship programs. It focuses on promoting historically black colleges and minority-serving institutions, as well as community development corporations. The organization advocates for economic development that fosters wealth creation and sustainable community growth. By providing resources and opportunities, HBCU CDAC aims to empower students to become high-wage earners and active contributors to their communities, equipping them with the skills to become financial and social entrepreneurs, investors, and philanthropists.

The Community Foundation

Grant in 2024
The Community Foundation is a non-profit organization that provides grants for literacy, communities, and scholarships.

The Jackie Robinson Foundation

Grant in 2024
JRF provides college and graduate school scholarships, mentoring and leadership development opportunities for students of color.

Society for Financial Education & Professional Development

Grant in 2024
Society for Financial Education & Professional Development is a nonprofit organization that delivers financial literacy programs.

Westside Future Fund

Grant in 2024
Westside Future Fund is a non-profit organization that focuses on housing development and renovation of the community.

Enterprise Community Investment

Grant in 2024
Enterprise Community Partners, founded in 1982 and based in Maryland, focuses on creating affordable housing opportunities for low and moderate-income individuals in diverse communities. As a social enterprise, it leverages its extensive knowledge and policy leadership to enhance local affordable housing development through public-private partnerships. The organization collaborates with financial institutions, governments, community organizations, and other stakeholders to provide equity and debt financing at every stage of housing development. Through these efforts, Enterprise Community Partners aims to multiply the impact of its initiatives, making significant strides in addressing housing challenges across the nation.

HomeFree-USA

Grant in 2024
HomeFree-USA is a nonprofit organization specializing in home ownership guidance.

RICE

Grant in 2023
RCIE is a co-working ecosystem that connects entrepreneurs to a customized curriculum, corporate partners, and access to capital. It is designed to connect the next generation of multi-cultural and women entrepreneurs to the tools and relationships required to turn dreams into reality. The company was founded in 2016 and is headquartered in Atlanta, Georgia.

Growth Partners Arizona

Grant in 2023
Growth Partners Arizona is a nonprofit organization headquartered in Tucson, Arizona, that specializes in providing operational loans and business guidance to nonprofit organizations and small businesses. Founded in 2013, it focuses on supporting leaders in economically underserved communities, enabling them to access essential resources to enhance their operations. Growth Partners Arizona aims to foster positive change and improve the economic wellbeing of residents in Arizona through its financial support and strategic advisory services. The organization measures its success by the achievements of its borrowers, reflecting its commitment to the growth and sustainability of the nonprofit sector.

Rebuilding Together

Grant in 2023
Rebuilding Together is a nonprofit organization that focuses on repairing homes, revitalizing communities, and rebuilding lives.

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 private foundation established in 1967 and based in Miami, Florida. It focuses on addressing social issues such as illiteracy, hunger, homelessness, poverty, and the arts. The foundation is dedicated to supporting small, historically disadvantaged, minority business owners through initiatives like the Miami Open for Business project, which aims to help these entrepreneurs acquire essential assets, including property, equipment, and technology. By fostering generational wealth and resilience within the community, the Miami Foundation plays a critical role in enhancing the economic landscape of Miami-Dade County. Its executive management team oversees the foundation's assets and strategic direction.

Amicus.io

Series B in 2020
Amicus.io is a fintech company that offers a philanthropic platform designed to streamline charitable giving for clients of financial institutions. Founded in 2017 and headquartered in Charlotte, North Carolina, Amicus.io specializes in creating an integrated giving experience that combines online banking with philanthropic activities. Its platform supports donor-advised funds and is tailored for community foundations and charities, allowing for seamless integration with existing systems, such as online banking, peer-to-peer payment systems, and roundups. By focusing on impact monitoring and mobile software, Amicus.io aims to provide a simple and immersive donation experience that encourages more individuals to engage in philanthropy.

National Foundation for Credit Counseling

Grant in 2020
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.

Wellspring Living

Grant in 2019
Wellspring Living is devoted to safeguarding and empowering domestic sex trafficking victims and those at risk. Through life-giving residential and community-based programs, boys, girls and young women are provided the opportunity to live and dream again.

Accion Serving San Diego

Grant in 2019
Accion Serving Southern California is a nonprofit microlender that is part of a larger nationwide network dedicated to supporting entrepreneurs. Its mission is to provide accessible financing and essential resources to help individuals start, sustain, and expand their businesses. By offering fair and flexible loans, Accion Serving Southern California connects business owners with tailored opportunities and expert guidance, ensuring they have the necessary tools to succeed in their ventures. The organization focuses on fostering healthy business growth in the community, making it a vital resource for aspiring and established entrepreneurs alike.

Statewide Hispanic Chamber of Commerce of New Jersey

Grant in 2019
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.

Wisconsin Women’s Business Initiative Corp(WWBIC )

Grant in 2019
WWBIC is a leading innovative statewide economic development corporation “Putting Dreams to Work.” They focus on individuals who face barriers in accessing traditional financing or resources in pursuit of their dreams and economic well-being. They provide targeted individuals interested in starting, strengthening or expanding businesses with access to vital resources and tools such as quality financial and business education and responsible financial products.They improve the economic well-being of targeted low income individuals by building assets and advancing economic self-sufficiency. They particularly focus on women, people of color, and low-income individuals, providing direct lending and access to fair and responsible capital, quality business education, one-on-one technical business assistance and education to increase financial capability.

United Way of the Greater Lehigh Valley

Grant in 2019
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.

Misericordia University

Grant in 2018
Misericordia University, a small, Catholic school in Dallas, Pennsylvania, truly embodies the Catholic mission of service and support by offering traditional as well as alternative degree programs for individuals of all backgrounds. Majors at Misericordia include Business, various concentrations in fine arts, liberal arts and professional healthcare, and service-oriented fields like Nursing, Occupational Therapy and Social Work. Many of Misericordia’s approximately 2,000 students come directly from high school to earn a bachelor’s degree. However, Misericordia also provides degree programs for those from less conventional backgrounds. Its program for single mothers, for example, allows those in this situation to earn a bachelor’s degree on a schedule that’s workable for them, and also grants financial aid and other types of support. There is also the Expressway program, another flexible alternative to a bachelor’s degree designed exclusively for working adults. Additional alternative options may be found in Misericordia’s graduate program offerings and through the Division of Continuing and Adult Education. Since Misericordia is a small college, students may benefit from personalized services that provide counseling, career coaching, academic advising and other means of support. There are also more than 40 student clubs and a campus ministry program that provide opportunities to socialize with fellow students while also pursuing an outside interest. A fairly competitive school, Misericordia usually admits traditional undergraduate freshmen who are in the top quarter of their high school class. However, standards for other applicants may differ depending on whether one is applying as a transfer, alternative or graduate student. Financial aid is awarded through various sources to eligible students.

Valley Economic Development Center(VEDC)

Grant in 2018
VEDC is a leading non-profit small business lender that is changing the small business lending by making it more available and impactful. As a national small business lender with 38 years of expertise, VEDC has lent $380 million in direct and guaranteed loans to 104,000 small businesses and created more than 28,000 jobs and helping to create more than 2,000 new businesses.

Communication Service for the Deaf (CSD Learns)

Grant in 2017
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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