Nonprofit Organizations

Leverage your organization's resources with a strategic investment plan.

Impact Capital Strategies collaborates with non-profit organizations and their boards to align their mission with their investments. We help non-profit organizations create an Investment Policy Statement that outlines strategies to fulfill their responsibilities through effective asset management. When working hand in hand to secure a non-profit organization's financial future, we take great pride in developing deep and long-term relationships along the way.

  • Asset Allocation Strategies
  • Investment Policy Statement
  • Cash Management
  • Retirement Plans
  • 401K
  • 403B
  • Simple IRAs
  • SEP IRAs
  • 457b
  • Risk Management
  • Board Meeting Presentations

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Impact Capital Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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