Working together to help your organization meet its investment objectives
Philanthropy is a calling, and we want to help you maximize the impact of your charitable dollars.
We understand the passion and care nonprofit organizations, philanthropic individuals, and charitable families bring to the causes that they serve. That’s why we love supporting those in their quest to achieve constructive changes in the community. Through collaboration we can develop unique solutions to help meet your needs and assist in the realization of charitable goals.
We work with trustees and foundation officials to provide asset management and investment advice. By utilizing our services, trustees and foundation officials stay focused on their charitable mission. With the resources of Wells Fargo and our team’s commitment to local support and education, we construct plans that to help achieve goals such as portfolio performance, payout strategies, and fundraising.
Serving Organizations
Gallagher Finkenaur Cook Wealth Management Group of Wells Fargo Advisors is proud to provide solutions and custom investment management for the specialized needs of your organization including:
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Educational groups (schools, colleges, universities, and alumni)
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Cultural organizations
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Religious organizations
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Medical nonprofits (hospitals and medical centers)
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Community foundations
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Corporate foundations
We specialize in providing endowment investment management, specialized administrative services, and planned giving programs.
Serving Philanthropic Individuals and Families
We know that charitable giving is an important facet of your individual and family estate planning strategies. More importantly, it is the crux of the legacy that you leave to posterity. Our team offers consulting, administrative, and investment management services for lifetime gifting strategies:
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Charitable trusts
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Family foundations