Wells Fargo Shares Economic Impact from Open for Business Fund
July 24 2024 - 9:06AM
Business Wire
More than 336,000 small businesses benefited, enabling more than
461,000 jobs in local communities across the U.S.
Wells Fargo today shared the latest community impact of the
company’s Open for Business Fund, a roughly $420 million national
small business recovery effort to help those hardest hit during and
after the COVID-19 pandemic. Launched in 2020, grantees report the
Open for Business Fund has now benefited more than 336,000 small
businesses, empowering them to keep or create more than 461,000
jobs in communities across the nation.
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Julius "Eddie" Lofton, owner of JC Lofton
Tailors in Washington D.C., is one of more than 336,000 small
businesses that benefited from Wells Fargo's Open for Business
Fund. Together, these small businesses kept or created more than
461,000 local jobs. The Open for Business Fund granted roughly $420
million to over 200 nonprofits nationwide to increase access to
capital and expertise. (Photo: Wells Fargo)
“We took the gross processing fees the government paid us for
administering the Paycheck Protection Program in 2020 and committed
all of it to a roughly $420 million fund whose singular purpose was
to assist small business owners having a hard time during Covid,”
said Charlie Scharf, CEO of Wells Fargo. “Our funds went toward
providing capital and expertise at scale, ultimately creating local
jobs, bolstering the ecosystem of support, and creating a ripple
effect that continues to strengthen communities across the
country.”
“At the time, we were stressed about keeping the lights on and
retaining employees who are like family to me,” said Julius “Eddie”
Lofton of JC Lofton Tailors in Washington, D.C., a family business
since the 1930s. “When I got a $10,000 grant, it lifted a burden
off me, and I knew I’d maintain my family’s legacy.” Lofton was an
early recipient of a grant through Local Initiatives Support
Corporation and has since renovated his shop as business
improved.
Reaching small business owners who often struggle to access
capital and expertise was a priority for the program in order to
preserve livelihoods and jobs. The newest data reported by Open for
Business Fund grantees indicates 79% of small business owners who
benefited are racially or ethnically diverse, 53% are women, and
72% identify as low-to-moderate income individuals.
Strengthening the small business ecosystem
Community organizations say the lessons learned from the Open
for Business Fund are a roadmap for future investment in the small
business community.
- Understand the value of flexible capital for nonprofits and
CDFIs. By design, Wells Fargo grants were given as flexible
capital so that Community Development Financial Institutions
(CDFIs) and nonprofits were empowered to be responsive to the
unique needs of their communities. This strategy enabled nonprofits
to secure new staff and acquire new technology to streamline,
customize, and decrease the cost of their lending and technical
assistance. Increased efficiency positioned organizations to serve
more small business owners, deepening community impact.
- Listen to the demand for personalized technical
expertise. The program provided more than 1.1 million hours of
technical assistance to small businesses with more than 50%
provided in a one-to-one format so small business owners could
receive tailored expertise for their businesses. More importantly,
the delivery of culturally relevant in-language expertise enabled
organizations to increase small business owner engagement and
expand reach.
- Expand innovations to meet the changing capital needs of
small business owners. Grant funding allowed organizations to
pilot new products and expand their credit box, enabling them to
serve more individuals outside of the financial mainstream.
Grantees report providing more than $1.4 billion in equity grants,
low-cost loan products, loan deferrals, modifications, and
forgiveness which provided a lifeline to businesses.
- Close the small business digital divide. As the economy
has become increasingly digital, there is a critical need for small
businesses to build their technology skills and confidence so they
can access available capital resources and acquire new customers.
Online training and support services proved to be effective in
helping entrepreneurs save time and money and in learning how to
pivot to online customer service models.
- Leverage grant capital to strengthen nonprofit balance
sheets. Grantees report leveraging their Open for Business Fund
grants to secure additional private and public sector dollars in
support of their capital deployment and technical assistance
programs, resulting in a 7:1 leverage of Wells Fargo funding.
“The Wells Fargo grant acted as a catalyst that allowed the
Veteran Loan Fund to successfully attract investors and CDFIs, and
thus, deploy $15 million in loan capital while also helping member
CDFIs like PeopleFund grow their lending to veterans and provide
expertise in areas like marketing, accounting, inventory
management, and more across the country,” said Gustavo Lasala,
president and CEO at PeopleFund, a proud member of Veteran Loan
Fund.
Shifting focus to asset ownership and future growth
The final phase of the Open for Business Fund is still underway
into 2025. In five markets — Atlanta, Charlotte, Houston, Los
Angeles, and Miami — small business owners are building
generational wealth by acquiring valuable tangible assets such as
commercial property, equipment, and technology.
“The Open for Business Fund support allowed me to buy new
equipment that changes the way my team works to better serve
customers,” said Sara Agudelo, employer of 50 people and owner of
Purple Orchid, a healthy food and beverage company that worked with
The Miami Foundation, a grantee. “Now we are dreaming of acquiring
commercial real estate property for the business, something that I
never thought I would be able to do.”
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial
services company that has approximately $1.9 trillion in assets. We
provide a diversified set of banking, investment and mortgage
products and services, as well as consumer and commercial finance,
through our four reportable operating segments: Consumer Banking
and Lending, Commercial Banking, Corporate and Investment Banking,
and Wealth & Investment Management. Wells Fargo ranked No. 34
on Fortune’s 2024 rankings of America’s largest corporations. In
the communities we serve, the company focuses its social impact on
building a sustainable, inclusive future for all by supporting
housing affordability, small business growth, financial health, and
a low-carbon economy. News, insights, and perspectives from Wells
Fargo are also available at Wells Fargo Stories.
Additional information may be found at www.wellsfargo.com
LinkedIn: https://www.linkedin.com/company/wellsfargo
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Media Kim Erlichson kim.erlichson@wellsfargo.com
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