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Grants and charitable giving

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

  • The Wellington Management Foundation gives annual grants and catalyst gifts to programs in our communities that improve the educational opportunities of economically disadvantaged youth.
  • The Annual Appeal provides our employees with a convenient way to donate once a year to a prescreened group of worthy causes.
  • The Matching Gift Program offers matching for employee donations to registered nonprofit organizations.
  • The 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.

Wellington Management Foundation

Rooted in our culture The 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. 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 programs and organizations in our communities that improve the education and educational opportunities for economically disadvantaged 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 have a clear and positive impact on the lives of young people. Accordingly, the Foundation primarily aims to select programs that support:

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


  • While some of these programs may include career or life skills components, and we recognize how these further enhance young people’s chances for success, the primary goal of the Foundation is to support academic education.
  • Programs that teach arts or sports must simultaneously have a strong academic component.
  • 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. However, we will not fund organizations that provide only educational materials.
  • Grantee organizations may use our funding as they see fit, either for programmatic or operating expenses. Scholarship programs, however, are not eligible for funding.

Whom do we fund?

We fund organizations that support economically disadvantaged youth in our communities. We recognize that economic privilege greatly increases educational opportunities. Therefore, our goal is to provide economically disadvantaged 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 21.
  • We fund organizations of various sizes. We are interested in supporting organizations where our grants have a meaningful impact on youth.
  • We fund newer as well as more established organizations. We do 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.
  • In 2014, we funded 47 organizations with grants ranging in size from US$15,000 to US$60,000, and with an average grant size of approximately US$37,000.

Catalyst Giving Initiative The Wellington Management Foundation Advisory Board is excited to announce the launch of the Foundation’s new Catalyst Giving Initiative and the awarding of new grants totaling $1.45 million to six nonprofits in Boston and Philadelphia.

The Catalyst Giving 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 disadvantaged youth
  • Provide leadership support of nonprofits’ strategic plans and institutional priorities
  • Seek innovative and creative solutions to address education needs in the community

The Foundation has chosen six best-in-class nonprofits to receive this year’s gifts. These one-time gifts range from $200,000 to $250,000 and are awarded to:

BUILD Greater Boston
Boston Debate League
City Year Boston
Match Education
Nativity Preparatory School
Steppingstone Scholars

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 The 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
    Wellington Management Partners and 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 grant recipients for the 2014 – 2015 annual grant cycle. Thanks to the generosity of our donors, this year the Foundation was able to award 42 grants and two scholarships to nonprofit organizations in the communities in and around Boston and Marlborough, Radnor, Chicago, San Francisco, Frankfurt, London, Singapore, and Sydney. 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.

Early childhood education and teacher training

  • Parent-Child Home Program
  • Smart from the Start
  • Julie’s Family Learning
  • Nurtury
  • Phoenix Academy Charter Network

Middle and high school

  • Beacon Academy
  • Epiphany School
  • Cristo Rey Boston High School

Charter schools

  • Codman Academy Charter School
  • KIPP Massachusetts
  • Excel Academy Charter Schools
  • Academy of Pacific Rim

Massachusetts gateway cities

  • Nativity School of Worcester
  • Esperanza Academy
  • Blessed Stephen Bellesini
  • United Teen Equality Center

Math, science, and business programs

  • Benjamin Franklin School of Technology
  • MathPower
  • Sociedad Latina
  • BUILD Boston

Arts, language, and civics program

  • Boston Debate League
  • Sportsmen’s Tennis and Enrichment Center
  • Generation Citizen

After school and summer program

  • Horizons at Dedham Country Day
  • Brookview House
  • St. Stephen’s Youth Programs
  • Earthen Vessels
  • Catholic Charities, St Peter’s
  • Viet Aid

College access and persistence

  • Minds Matter of Boston
  • Let’s Get Ready
  • Boston Higher Education Resource Center


  • OYA
  • Doorstep Library Network

San Francisco

  • First Graduate
  • 10,000 Degrees


  • Breakthrough Greater Philadelphia
  • Steppingstone Greater Philadelphia


  • Sue Duncan Children’s Center
  • Casa Juan Diego

Mid-cycle, multi-year grants

  • 826 Boston
  • Hyde Square Task Force
  • Community Boat Builders
  • Breakthrough of Greater Boston

Global grants

  • Singapore — Child at Street 11
  • Sydney — Aboriginal Literacy Foundation
  • Frankfurt — Die Arche

Investing in education: Growth of Wellington Management Foundation grants (thousands of US$)

All figures as of 31 March 2015

Applying for Our Annual Grantmaking Program The 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.

Please click here to be taken to the LOI online form. All forms must be received electronically by 1 June 2015 for consideration. Please contact Liz Raskopf at GMA Foundations for more information: eraskopf@gmafoundations.com or (617) 391-3092.

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 Liz Raskopf at eraskopf@gmafoundations.com or (617) 391-3092 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.