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Community engagement

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

Supporting our communities

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

Emergency grants and increased funding

In March 2020, our US-based Wellington Management Foundation 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 adopted a program to increase funding to its 25 grantees by 50%.

The US Foundation continues to offer major gifts to organizations responding to the needs of families and schools to support remote learning, as well as schools and organizations beginning the difficult and long-term work for academic recovery. And to further its work for racial equity in education, the Foundation is deepening its support of community organizations and programs led by and focused on people and communities of color. In total, the US Foundation alone contributed more than US$9.5 million in 2020.

In May 2021, the US Foundation issued another round of Emergency Grants of US$15,000 to more than 66 of its current grantees. In addition, the Foundation is pledging an additional US$5 million for programs in summer 2021 and beyond to help with academic recovery and to provide additional mental and behavioral health support to both community organizations and schools themselves. This will bring total 2021 funding to over US$14 million. See below for a complete list of our US and UK Foundations’ Annual Grantees, Catalyst Gift Recipients, and strategic partners.

Front-line support

Wellington has donated to the following essential charities on the front lines of the COVID-19 response.

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 poverty.

Direct Relief: Delivered more than 30,000 lbs. of protective gear to China to aid front line health workers

International Medical Corps: A global, nonprofit, humanitarian aid organization dedicated to providing lifesaving emergency health services and relieving suffering through health care training, relief, and development programs.

National Emergencies Trust: Collaborates with local grassroots charities and community foundations to provide care and support for vulnerable people hit by the social and economic impact of coronavirus.

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: The Osler Foundation works to get hospitals in Canada the funds they need to provide the best possible care so they can provide life-changing health care to more than 1.3 million people in the Ontario area.

In June 2020, the Managing Partners of the firm — Jean Hynes, Steve Klar, and Brendan Swords — issued  this statement and at year end the firm made significant contributions to support the following organizations.

Partnering with community organizations

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:

  • Participated in a fitness challenge to benefit UNCF — over 40 Partners sponsored more than 600 global employees
  • Participated in a fitness challenge to benefit the firm’s own Wellington Management Foundation
  • Hosted a virtual Community Engagement Fair to highlight employee volunteer opportunities with community organizations
  • Hosted virtual Industry Night sessions with nonprofits focused on helping students transition from college to careers
  • Held “Intro to Asset Management” sessions with middle and high school students to help them plan their education pathways
  • Are helping graduating students with resumes and mock interviews virtually
  • Joined sewing clubs to craft and donate masks to critical workers
  • Provided website assistance to help a nonprofit communicate vital information to its beneficiaries
  • Are fundraising and community organizing 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 our communities

We seek to actively support and positively impact the communities in which our employees live and work. The following are just some of the ways we engage:

  • The Wellington Management Foundation and the Wellington Management UK Foundation support programs and organizations that improve educational opportunities for youth from traditionally underserved and economically challenged communities.
  • Our Annual Appeal provides employees with a convenient and meaningful way to provide financial support to global and regional nonprofit and nongovernmental organizations.
  • The Matching Gift Program matches employee donations to registered nonprofit organizations.
  • The Volunteer Program allows each of our employees to give two business days a year to volunteer at nonprofit organizations.

Our foundations

wellington

The Wellington Management Foundation was founded in 1992 as the Wellington Management Company Charitable Fund. Since its inception, the US Foundation has shared our firm’s culture and values. It relies on Wellington Management employees who volunteer their time and talent through service on the Foundation’s Advisory Board, Nonprofit Relationship teams, and the Grant Recommendation Committee. Through the combined generosity of the firm and these individuals, the Foundation is able to direct 100% of donations to organizations that meet its educational mission.

The Wellington Management UK Foundation was established in 2016 to continue in this tradition, making grants to organizations in the UK and Europe. For details specific to its mission and guidelines, please click here.

Our mission

The mission of the US Foundation is to support best-in-class programs and organizations in our communities that improve education and educational opportunities for youth from historically marginalized and traditionally underserved communities.

Featured video: Listen to some inspiring individuals who have been supported by organizations funded by our foundation.

General inquiries

For general inquiries, please contact Karen Pfefferle, Art Curator and Foundation Executive Director, at  klpfefferle@wellington.com or (617) 790-7454.

For inquiries regarding grant applications please use the contact information provided in the “Application process” section above.

For general inquiries in the EMEA region, please contact the UK Foundation at wmukf@wellington.com or +44 20 7126 6700. Learn more about our UK Foundation.