Community engagement

At Wellington Management, we believe in actively investing in the communities in which we live and work.

SUPPORTING OUR COMMUNITIES IN 2020

Our firm and employees remain committed to supporting those in need during the COVID-19 pandemic as well as organisations working towards racial equity and social justice. Here are a few of the ways we are responding.

Emergency grants and increased funding
Our US-based Wellington Management Foundation has offered Emergency Grants of US$25,000 to more than 100 of our global grantees working to improve educational opportunities for youth from traditionally underserved communities. Our Wellington Management UK Foundation has adopted a programme to increase funding to its 25 grantees by 50%.

The US Foundation has also offered major gifts to organisations rapidly responding to the needs of families and schools to support remote learning — additional support to a greater number of organisations is ongoing. And to further its work for racial equity in education, the Foundation is deepening its support of community organisations and programmes led by and focused on people and communities of color. In total, it’s estimated that the US Foundation alone will contribute more than US$10 million in 2020 to programs and organizations that improve education and educational opportunities for youth from traditionally underserved and economically challenged communities. See below for a complete list of our US and UK Foundations’ Annual Grantees, Catalyst Gift Recipients, and Strategic Partners.

Front-line support
In April, the firm donated to 13 essential charities on the front lines of the COVID-19 response, one in each region where we have an office.

Front-line COVID-19 organisations we support
  • Akai Hane: One of Japan’s largest nonprofits contributing to new coronavirus infectious disease measures as well as individual families and children.
  • Bahnhofsmission: A charity in Frankfurt that is taking protective measures for the homeless by providing housing accommodations, basic care services, food and clothing to those in need amid COVID-19.
  • Boston Resiliency Fund: A fund set up by the city of Boston to support Boston residents affected by COVID-19.
  • Caritas: This charity in Luxembourg is taking measures to stop the spread of the Coronavirus and to protect those most vulnerable, such as the homeless, refugees, children and young people.
  • Chaine Du Bonheur: Based out of Zurich, this charity is assisting in home deliveries, transport services, meals at home, special care, food aid and initiatives that allow and promote solidarity within society.
  • Child at Street 11: A recognized foundation in Singapore with a mission to educate and help young children from low-income and dysfunctional families break out of the poverty.
  • Direct Relief: Delivered more than 30,000 lbs. of protective gear to China to aid front line health workers
  • National Emergencies Trust: Delivered more than 30,000 lbs. of protective gear to China to aid front line health workers
  • Philabundance: An organization in Philadelphia that is adapting its efforts to ensure that individuals and families have access to the food and supplies they need while preventing the spread of the virus.
  • San Francisco Unified School District: San Francisco’s public school system is dedicated to helping young students amid COVID-19 by providing students with free grab-and-go meals and helping parents find appropriate childcare and other resources.
  • The Night Ministry: An organization in Chicago with a mission to provide housing, health care and human connection to the poor and homeless. Their work is particularly important in the time of COVID-19.
  • Westmead Hospital, Sydney: Westmead Hospital is the principal referral hospital for western Sydney, renowned for its comprehensive, highly specialized and complex services provided to its community, statewide and nationally.
  • William Osler Foundation: Westmead Hospital is the principal referral hospital for western Sydney, renowned for its comprehensive, highly specialized and complex services provided to its community, statewide and nationally.

In June, the Managing Partners of the firm — Jean Hynes, Steve Klar, and Brendan Swords — issued  this statement along with both personal and firmwide commitments to supporting the following organizations.

Front-line racial justice organisations we support

Partnering with community organisations
Our critical relationships with community organizations continue, aided by Wellington employees globally who are giving their time, talent, or treasure to support their communities while balancing the changes and challenges that come with working from home.

Our colleagues are:

  • Hosting a virtual Community Engagement Fair to highlight opportunities with community organizations
  • Helping graduating students with resumes and mock interviews virtually
  • Forming sewing clubs to craft and donate masks to critical workers
  • Jumping in with website assistance to help a nonprofit communicate vital information to its beneficiaries
  • Doing fundraising and community organising in countless ways

We applaud all of these employee efforts! It fits with our firm’s humanistic culture that so much is being done for so many, and we hope we can inspire others.

 

INVESTING IN the COMMUNITy

We seek to actively support the communities in which we live and work. The following are just some of the ways we engage:
  • The US Wellington Management Foundation and the Wellington Management UK Foundation support programmes and organisations that improve educational opportunities for youth from economically disadvantaged backgrounds.
  • Our Annual Appeal provides employees with a convenient and meaningful way to donate to global and regional nonprofit and non-governmental organizations.
  • The Matching Gift Program matches employee donations to registered nonprofit organisations.
  • The Volunteer Programme allows each of our employees to give two business days a year to volunteer at nonprofit organisations.

Our foundations

The Wellington Management UK Foundation was established in 2016 to make grants to charitable organizations in the UK and Europe, and is closely aligned with Wellington Management through our shared culture and values. The UK Foundation relies on Wellington Management employees who volunteer their time and talent through service on the Foundation’s Board of Trustees and the Grant Recommendation Committee, which conducts a thorough review of each organisation we fund. Through the combined generosity of the firm and these individuals, the UK Foundation is able to direct 100% of donations to organisations that meet our mission.

OUR MISSION

The mission of our foundation is to support programmes and organisations in our communities that improve the education of, and educational opportunities for, youth from economically disadvantaged backgrounds.

Grant making process

We look for organisations that improve academic performance, improve behaviour, reduce absenteeism and develop life skills for economically disadvantaged youth up to 26 years.

Grantee organisations may use our funding as they see fit, either for programmatic or operating expenses. Scholarship programs, however, are not eligible for funding.

Eligible organisations must be operating within the United Kingdom, Germany, Switzerland and/or Luxembourg.

We fund organisations of various sizes. We are interested in supporting organisations where our grants have a meaningful impact on youth, but are not vital to the running of the organisation.

We provide grants on an annual basis, although multi-year grants will be considered once a relationship is established. We fund newer as well as more established organisations. We do prefer to fund organisations that can demonstrate the strength of their management and that have a measurable track record of success.

Please note that for the 2020 funding cycle, we will not be accepting any grant applications from new charities that are not currently funded by the Wellington Management UK Foundation. Charities that are already funded via an annual grant will need to reapply as usual, while recipients of multi‐year grants do not need to re‐apply.

Application process

The UK Foundation accepts applications from organisations and programmes for the annual grant making programme that coincide with our mission and grant making guidelines. Please read the mission and guidelines with care to evaluate whether your programme is a clear fit with the Foundation’s funding priorities. Here are a few of our guidelines:

  • The charity/non-profit organisation must be registered in the UK, Germany, Switzerland or Luxembourg.
  • Beneficiaries of the charitable operations must reside within the UK, Germany, Switzerland or Luxembourg.
  • The charity/non-profit programme must be to provide educational services and/or life skills.
  • Beneficiaries of the programme must be aged 26 and under.
  • Beneficiaries of the programme must be economically disadvantaged.
  • The charity should be willing to allow visits from us before and after the approval process.

Detailed Application
All charities that have been funded by the Wellington Management UK Foundation but that do not have multi‐year
grants will need to reapply for funding in 2020. We will send out a Detailed Application Form (DAF) that will need to be
filled out and returned to us by 1 May 2020 (deadline extended from 3 April 2020).

For more information please read the section describing our grant making process. You may contact us at [email protected] or +44 20 7126 6700 if you have any questions about the Foundation’s application process.

Calendar

The Foundation relies on Wellington Management employees who volunteer their time and talent to conduct a
thorough review of each applicant and organisation we fund. The 2020 process will begin in March and grants will be made in August.

March/April
Organisations that have been funded by the Wellington Management UK Foundation but that do not have multiyear grants will need to fill out a Detailed Application Form (DAF). We will send this to you in advance via email (deadline now 1 May).

May*
Completed applications are received and employee volunteers review grant applications and conduct virtual site visits.

June
Employee volunteers prepare qualitative and quantitative reports of their findings for the Foundation Board.

July
The Foundation Board reviews all reports and determines the year’s grant recipients. Final grant decisions are announced.

September
Payments are made to successful applicants.

*Existing Wellington supported charities are additionally invited to apply for a one-time emergency grant of up to 50% of the 2019 award, to support them though the Covid-19 pandemic. Emergency funding will be available until 31 August 2020 upon approval of an emergency grant application.

The Wellington Management UK Foundation is a UK charity registered with the Charity Commission under number 1167369.

General inquiries

For general inquiries in the EMEA region, you may contact us at [email protected] or +44 20 7126 6700. For inquiries regarding grant applications please use the contact information provided in the “Application process” section above.

For general inquiries outside EMEA, you may contact Karen Pfefferle, Art Curator and Manager of Philanthropy, at [email protected] or +1 617 790 7454. Learn more about our US Foundation.