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Strong Growth Fuels Good Deeds

CLIENT SITUATION

Fifty three years is a relationship tenure occupied by some marriages, many sibling relationships and a few incredible friendships. It’s also how long this foundation has stayed with our professionals.

OUR SOLUTION

This foundation has partnered with Abbot Downing professionals through five wars, 13 presidential administrations, innumerable market ups and downs, several lawsuits, the introduction of the Internet, and the fall of the Berlin Wall.

THE RESULT

The fund has grown from an initial $40 million to nearly $400 million over the years while supporting the community with $300+ million in grants given through the charitable foundation.


DISCLOSURES

These materials are provided for general education and illustration purposes only. They were prepared by Abbot Downing and have been obtained or derived from information we consider reliable, but we cannot guarantee their accuracy or completeness. Abbot Downing does not undertake to advise you of any change in the information contained in these materials.

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of you own situation at the time your taxes are prepared.