Evelyn Partners Charitable Trust

Quick Stats

• Annual Giving: £143,000 (2023/24)
• Total Income: £55,000 (2023/24)
• Grant Range: £500 - £2,500 (employee matched fundraising)
• Geographic Focus: England and Wales
• Application Method: Invitation only / nomination by trustees and staff

Contact Details

Email: group.secretariat@evelyn.com

Phone: 020 7131 4220

Registered Charity Number: 278880

Overview

Established in 1979, the Evelyn Partners Charitable Trust is the corporate charitable foundation of Evelyn Partners Group, one of the UK's leading integrated wealth management and professional services firms. The trust operates with annual expenditure of approximately £143,000 (year ending March 2024) and focuses on supporting registered charities recommended by trustees and staff members of the Evelyn Partners Group of Companies. The trust primarily funds employee-nominated charities through matched fundraising programmes and Give-As-You-Earn payroll giving schemes, with a particular emphasis on education for young people up to age 25, as well as supporting causes related to health, disability, and general charitable purposes. Evelyn Partners was formed in 2022 from the merger of Tilney (established 1836) and Smith & Williamson (founded 1881), continuing a long tradition of corporate philanthropy.

Funding Priorities

Grant Programs

The trust operates two main funding streams:

• Individual Employee Matched Fundraising: Up to £500 per employee for personal fundraising efforts
• Team Fundraising Events: Up to £2,500 per team fundraising event
• Give-As-You-Earn (Payroll Giving): Monthly matched donations of up to £25 per employee per month (increased from £20 in 2024)

Priority Areas

Based on the trust's registered charitable objects and activities:

• Education and Training: Advancement of education for young persons up to age 25
• Health and Wellbeing: Healthcare initiatives and advancement of health
• Disability Support: Projects supporting people with disabilities
• Children and Young People: Programmes benefiting children and youth
• Elderly Care: Support for elderly and older people
• General Charitable Purposes: Other charitable causes as determined by trustees

What They Don't Fund

• Individuals (grants only made to registered charities)
• Organizations without a connection to Evelyn Partners staff or trustees
• Unsolicited applications from charities not nominated by staff or trustees

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Governance and Leadership

Trustees

The trust is governed by five trustees:

• Paul Martin Fraser Frame - Chair
• Susan Miller-Jones - Chief People Officer at Evelyn Partners, responsible for building high-performing and inclusive culture across the organization
• Michelle Murphy
• Charlotte Davies
• Rebecca Louise Parcolazo-Rudge

No trustees receive remuneration, payments, or benefits from the charity.

Application Process and Timeline

How to Apply

This funder does not have a public application process.

The Evelyn Partners Charitable Trust only makes grants to registered charities that are recommended by trustees and staff members of the Evelyn Partners Group of Companies. Unsolicited applications are not accepted.

Grants are awarded through:

1. Employee nominations - Staff members nominate charities they support through fundraising activities
2. Trustee recommendations - Trustees identify and recommend charitable causes
3. Matched giving programmes - Automatic matching of employee fundraising and payroll giving

Getting on Their Radar

Since this trust operates exclusively through employee and trustee nominations, organizations seeking support should focus on building connections with Evelyn Partners employees:

Employee Engagement Strategy: The most direct route to support is through employees of Evelyn Partners who choose to fundraise for your charity. When employees undertake fundraising activities, the trust provides matched funding up to the specified limits.

Corporate Partnership Route: Evelyn Partners maintains corporate charity partnerships (such as their three-year partnership with Career Ready announced in 2024), which provides another potential avenue for organizations aligned with their strategic priorities, particularly around social mobility and youth development.

Professional Services Connection: Evelyn Partners is a major wealth management and professional services firm. Charities that are clients of the firm or have board members/supporters who work at Evelyn Partners may have natural pathways to employee nomination.

Decision Timeline

Decisions are made by trustees on an ongoing basis as employee fundraising occurs and nominations are received. There are no fixed deadlines or decision rounds.

Success Rates

Not publicly available. Success is dependent on employee/trustee nomination rather than competitive application process.

Application Success Factors

Since this trust operates through employee and trustee nomination rather than open applications, traditional “success factors” don't apply. However, organizations can position themselves effectively by:

Alignment with Priority Areas: Charities working in education (particularly for under-25s), health, disability support, and causes affecting children, young people, and the elderly are most likely to align with the trust's charitable objects.

Employee Connection: The key determinant of funding is whether an Evelyn Partners employee or trustee chooses to support and nominate your charity. Organizations should focus on building authentic relationships with potential employee champions rather than direct approaches to the trust.

Fundraising Support: Charities that provide good support infrastructure for employee fundraisers (materials, guidance, recognition) may encourage more Evelyn Partners staff to fundraise on their behalf, thus accessing the matched funding.

Social Mobility Focus: Given Evelyn Partners' corporate partnership with Career Ready and emphasis on social mobility, charities working in this space may find natural alignment with employee interests and corporate values.

Key Takeaways for Grant Writers

• No direct application route: You cannot apply directly to this trust - funding only comes through employee/trustee nomination
• Focus on employee engagement: The pathway to funding is through Evelyn Partners employees choosing to fundraise for your charity
• Matched funding model: Grants primarily support employee fundraising (£500 individual, £2,500 team) and payroll giving (£25/month/employee)
• Education focus: Strong charitable objects around education for young people up to age 25
• Modest scale: Annual expenditure around £143,000, supporting multiple employee-nominated causes
• Part of larger ecosystem: Evelyn Partners also engages in corporate partnerships (e.g., Career Ready) which may offer alternative engagement routes
• Employee volunteering: The firm offers paid volunteer time to employees, creating additional opportunities for charities to engage staff beyond fundraising

References

1. Charity Commission Register - Evelyn Partners Charitable Trust (278880), Full Print. Available at: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/278880/full-print (Accessed: December 2024)

1. Charity Commission Register - Accounts and Annual Returns (278880). Available at: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/278880/accounts-and-annual-returns (Accessed: December 2024)

1. Evelyn Partners (2024) 'Charities and communities'. Available at: https://www.evelyn.com/about-us/corporate-responsibility/charities-and-communities/ (Accessed: December 2024)

1. Evelyn Partners (2024) 'Corporate responsibility at Evelyn Partners'. Available at: https://www.evelyn.com/about-us/corporate-responsibility/ (Accessed: December 2024)

1. Evelyn Partners (2024) 'Susan Miller-Jones - Chief People Officer'. Available at: https://www.evelyn.com/about-us/executive-management-team/susan-miller-jones/ (Accessed: December 2024)

1. Wikipedia (2024) 'Evelyn Partners'. Available at: https://en.wikipedia.org/wiki/Evelyn_Partners (Accessed: December 2024)

1. Evelyn Partners (2022) 'Tilney Smith & Williamson today rebrands to Evelyn Partners'. Available at: https://www.evelyn.com/press-centre/all-press-releases/tilney-smith-williamson-today-rebrands-to-evelyn-partners/ (Accessed: December 2024)