1. Bankers Can Be Your Best Partners
2017 Florida Prosperity Partnership Conference
Joyce Odongo
Senior Community Development Officer
May 2017
© 2016 Wells Fargo Bank, N.A. All rights reserved.

2. Vision & Values
“Our team members understand that small efforts can make a huge difference in our communities. We care deeply about our communities, and we volunteer our time, serve on nonprofit boards, and contribute to local charitable organizations.”
Vision & Values
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3. Wells Fargo in Florida - 2016
Contributions
More than $12 million to local nonprofits and schools
Funded Over 1,300 organizations
Team Member Engagement
Over 81,000 volunteer hours serving our communities
Delivered financial education to more than 41,000 students and families during Teach Children To Save and Get Smart About Credit campaigns last year
Supported improvements to 38 homes through Team Member Volunteer Program, investing $442,000 in Florida communities
© 2016 Wells Fargo Bank, N.A. All rights reserved.

4. Investing In Our Communities
The Power of Partnerships
© 2016 Wells Fargo Bank, N.A. All rights reserved.

5. Investing In Our Communities: The Power of Partnerships!
Financial Education
Community Leadership & Outreach
Home/Property Preservation
Supporting Diverse Small Businesses
Job Skills & Workforce Development
Neighborhood Stabilization
Affordable Housing
© 2016 Wells Fargo Bank, N.A. All rights reserved.

6. Education and Community Outreach
Hands on Banking® is a curriculum of financial education classes that teaches children and adults sound money management practices, from budgeting and buying a car to paying for college and investing. We also participate in the following national industry programs:
Teach Children to Save (April)
Get Smart About Credit (October)
Leading the Way Home® Home: support for neighborhood stabilization projects and activities in areas designated for revitalization to stimulate growth, stability and investment in distressed areas.
The Wells Fargo Housing Foundation: provides sustainable homeownership opportunities for low-to-moderate income individuals through the provision of volunteer and financial resources to nonprofits.
© 2016 Wells Fargo Bank, N.A. All rights reserved.

7. Hands on Banking® – HOB
Strengthening communities through financial education
Helping our customers to succeed financially
“Teach Children to Save”
“Get Smart About Credit”
© 2016 Wells Fargo Bank, N.A. All rights reserved.

8. Wells Fargo Leading the Way Home® program
The program helps us achieve our vision through:
Responsible lending/servicing
Education and outreach
Home preservation and foreclosure prevention
Property preservation and sales
Grants and programs offered by the Wells Fargo Housing Foundation
The Wells Fargo Leading the Way Home® program is an enterprise-wide effort that helps communities stabilize their current housing situation while advancing homeownership to build strong communities.
© 2016 Wells Fargo Bank, N.A. All rights reserved.

9. The Wells Fargo Housing Foundation
The Wells Fargo Housing Foundation (WFHF) provides sustainable homeownership opportunities for low-to-moderate income people by providing volunteer and financial resources to local and national nonprofit housing organizations.
Creates affordable and sustainable housing for low-to-moderate income individuals through grants to nonprofit housing organizations and our volunteers who help build, renovate or repair homes for seniors, veterans, and underserved families.
© 2016 Wells Fargo Bank, N.A. All rights reserved. 8 8

10. Community & Urban Stabilization Program (CUSP)
CUSP is facilitated by Wells Fargo team members and provides an opportunity to organizations that would otherwise not qualify though NCST’s programs.
Organizations are eligible to receive one REO property at a time.
The Program is open to 501(c)(3) organizations that have at least two years of operation experience and have a presence in the community in which they will receive properties.
Experience or a mission in housing is not required for participation.
Nonprofits interested in receiving an REO property via CUSP should apply through Wells Fargo:
The purpose of CUSP is to expand Wells Fargo’s REO Donation Program to faith-based and community organizations that are able to use these properties in the furtherance of their mission.
© 2016 Wells Fargo Bank, N.A. All rights reserved. 9

11. Partnership Nuggets

12. Manage Beyond the Money!
Transaction
Relationship
Influence beyond Today
Leverage Volunteers
Strategic Think: Board/Committee Engagement
Resource Connector to broaden COI
Mission-focused
© 2016 Wells Fargo Bank, N.A. All rights reserved.

13. Wells Fargo in the Community
For more information, visit
© 2016 Wells Fargo Bank, N.A. All rights reserved.

14. Thank You!