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Grants and charitable giving

At Wellington Management, we believe in actively investing in the communities in which we live and work. The following are just some of the ways we offer our support:

  • Wellington Management has established the Wellington Management Foundation and the Wellington Management UK Foundation to provide philanthropic grants to support programs and organizations in communities close to our offices that improve the educational opportunities for economically disadvantaged youth.
  • Annual Appeal provides our employees with a convenient way to donate once a year to a prescreened group of worthy nonprofits.
  • Matching Gift Program offers matching for employee donations to registered nonprofit organizations.
  • Volunteer Program allows each of our employees to spend two business days a year volunteering at nonprofit organizations.

General inquiries

For general inquiries, you may contact Karen Pfefferle, Art Curator and Manager of Philanthropy, at klpfefferle@wellington.com or (617) 790-7454. For inquiries regarding grant applications please use the contact information provided in the "Applying for Our Annual Grantmaking Program" section below.

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

Wellington Management Foundation

Rooted in our culture Wellington Management Foundation was founded in 1992 as the Wellington Management Company Charitable Fund. Since its inception, the Foundation has been closely aligned with Wellington Management through our shared culture and values. The Foundation 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, which conducts a thorough review of each organization we fund. Through the combined generosity of the firm and these individuals, the Foundation is able to direct 100% of donations to organizations that meet the Fund's educational mission.

Mission To support best-in-class programs and organizations in our communities that improve the education and educational opportunities for under-resourced youth.

Grantmaking guidelines We fund programs that provide economically disadvantaged youth in our communities with access to high-quality academic education. We believe a strong academic foundation can provide a clear and positive path for the lives of young people. Accordingly, the Foundation primarily aims to select organizations and programs that support:

Academic Improvement

  • education tutoring and mentoring
  • study skills programs
  • technology-based initiatives

Educational transitions

  • school readiness programs
  • high school access and success programs
  • college access and success programs

Extended learning time

  • out-of-school-time programs
  • schools that operate extended hours
  • programs that operate within school to enhance curriculum

Whom do we fund?

We recognize that economic privilege greatly increases educational opportunities. Therefore, we fund organizations that provide under-resourced youth in our communities with educational experiences that will enhance their chances for future success.

  • Eligible organizations must be within 30 miles of one of our US or global offices, and approximately 70% of participants must be economically disadvantaged and under the age of 26
  • We fund organizations of various sizes. We are interested in supporting organizations where our grants have a meaningful impact on youth, as well as the organization itself.
  • We fund newer as well as more established organizations. We prefer to fund organizations that can demonstrate the strength of their management and that have a measurable track record of success.
  • We fund religiously affiliated organizations that are inclusive of all participants regardless of religious background and beliefs.
  • Organizations that provide only educational materials and scholarship programs are not eligible for funding.


  • While some of these programs may include career or life skills components, the primary goal of the Foundation is to support academic education.
  • The Foundation is most interested in supporting programs that provide direct educational services to youth. We are open to funding a small number of teacher training programs, as we know well-prepared professionals greatly affect students’ success.

Catalyst Giving InitiativeIn August 2016, the Foundation awarded US$1.485 million to six nonprofits in Boston; Lowell, Massachusetts; and Chicago as part of the latest class of Catalyst Gifts. These one-time gifts ranged from US$200,000 - US$300,000 and all six organizations support one of three themes—strategic expansion, systemic change or new program launch. The recipients are:

826 Boston
Boston After School and Beyond
Sue Duncan Children’s Center
Year Up Boston

The Catalyst Giving Initiative was launched in August 2015 with the awarding of grants totaling US$1.45 million to six nonprofits in Boston and Philadelphia. The Initiative is designed to help education-focused nonprofits that are showing meaningful and sustainable academic outcomes move forward in a significant way towards their strategic vision.

The Initiative’s goals are to

  • Advance educational opportunities for under-resourced youth
  • Provide leadership support of nonprofits’ strategic plans and institutional priorities
  • Seek innovative and creative solutions to address education needs in the community

It is our sincere hope that this Catalyst Giving Initiative grows and our reach can broaden to include consideration of organizations having an impact in the global regions in which Wellington employees live and work.

The Foundation does not accept unsolicited proposals or requests for Catalyst Gifts — please see below for how to apply for our Annual Grantmaking Program.

Our Annual Grantmaking Program Wellington Management Foundation gives annual grants to programs in our communities that improve the educational opportunities of economically disadvantaged youth. The Foundation relies on Wellington Management employees who volunteer their time and talent through service on the Grant Recommendation Committee, which conducts a thorough review of each applicant and organization we fund. Our process begins each year in May. Grants are made each December.

  • June
    Letters of Inquiry are submitted and reviewed for mission fit.
  • July
    Approved organizations are invited to submit full proposals.
  • August
    Completed applications are received and processed for review.
  • September – November
    Grant Review Committee (GRC) employee volunteers review grant applications and conduct site visits.
  • October
    Grant Review Committee (GRC) members complete site visits and prepare qualitative and quantitative reports of their findings for the Foundation’s Advisory Board.
  • December
    The Advisory Board reviews all GRC materials and determines the year’s grant recipients. Final grant decisions are announced.
  • January
    Funds are made available to grantees.

Supported organizations The Advisory Board of the Wellington Management Foundation is pleased to share the list of recipients for the 2016-2017 Annual Grants. Thanks to the generosity of our donors, this year the Foundation was able to award almost $2.4 million to 56 nonprofit organizations in the communities in and around Boston, Radnor, Chicago, San Francisco, Hong Kong, Singapore, and Sydney. Grants ranged in size from US$20,000 to US$75,000.

Each of these organizations fulfills a vital role in its community, offering programming to improve education and educational opportunities for economically disadvantaged youth. See below for a list of this year's annual grantees, or view our annual report.

After School and Summer:

  • Brookview House Inc.
  • Earthen Vessels, Inc.
  • Horizons and Dedham Country Day School
  • St. Stephen's Episcopal Church

After School Sports & Arts Hook:

  • 826 Boston, Inc.
  • America Scores
  • Artists for Humanity, Inc.
  • Hyde Square Task Force
  • Mass Art
  • RAW Artworks
  • Sociedad Latina
  • Sportsman's Tennis

Charter and District Schools:

  • Academy of the Pacific Rim
  • Boston Preparatory Charter School
  • Bridge Boston Charter School
  • Codman Academy Charter Public School
  • Excel Academy Charter School
  • UP Education Network

College Access & Success:

  • Breakthrough of Greater Boston
  • Jeremiah-Endicott Program
  • LaVida
  • LEAP for Education, Inc.
  • Let's Get Ready
  • Minds Matter of Boston, Inc.
  • Noonan Scholars

Early Childhood Education & Literacy:

  • Generations Incorporated
  • Horizons for Homeless Children
  • Nurtury, Inc.
  • Parent-Child Home Program (Somerville)
  • Smart from the Start Inc


  • Boston Debate League
  • BUILD Boston
  • Community Boat Building
  • Discovering Justice
  • Generation Citizen Greater Boston
  • VSA Massachusetts

Faith-based & Independent Schools:

  • Beacon Academy
  • Blessed Stephen Bellesini OSA Academy (Lawrence)
  • Epiphany School
  • Esperanza Academy (Lawrence)
  • Nativity School of Worcester (Worcester)

School Success and Mentoring:

  • 1647
  • Benjamin Franklin Institute of Technology
  • Friends of the Children-Boston
  • Steppingtone Foundation

San Francisco:

  • 10000 Degrees
  • First Graduate
  • Aim High


  • Breakthrough Greater Philadelphia
  • Steppingstone Scholars Greater Philadelphia
  • Teen SHARP


  • Sue Duncan Children's Center
  • Chicaco Jesuit Academy

Global Grants:

  • Hong Kong — Principal Chan Tutoring
  • Singapore — Child at Street 11
  • Sydney — Aboriginal Literacy Foundation

Applying for Our Annual Grantmaking Program Wellington Management Foundation accepts applications from organizations and programs for its Annual Grantmaking Program that coincide with its mission and grantmaking guidelines. Please read the mission and guidelines above with care to evaluate whether your program is a clear fit with the Foundation’s funding priorities. The Foundation does not accept unsolicited proposals for our Catalyst Giving Initiative.

Letter of inquiry (LOI) Grant applicants will only be considered for participation in the Foundation’s grant review process if they have submitted a letter of inquiry. This requirement applies to all new and returning applicants.

The deadline for the 2017-2018 grant cycle closed on 1 June 2017. Please contact Philip Cappello at GMA Foundations for more information: pcappello@gmafoundations.com or (617) 399-1852.

Grant application Organizations that have submitted letters of inquiry will be prescreened by the Foundation, and those that best meet its mission and guidelines will be invited to fill out a complete grant application. The application will become available in July.

For more information Please read the section describing our grantmaking process. You may contact Philip Cappello, GMA Foundations at pcappello@gmafoundations.com or (617) 399-1852 if you have any questions about the Foundation’s application process.

The Wellington Management Foundation is a Section 501(c)(3) public charity and is not open to investors.