The Invesco Cares Foundation

Charity Number: 326583

Annual Expenditure: £0.5M

Geographic Focus: Throughout London, Oxfordshire, Reading, West Berkshire

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Quick Stats

Annual Giving: £497,514 (2024)
Success Rate: Not applicable (employee-nominated only)
Decision Time: Not applicable (no public application process)
Grant Range: £5,555 - £223,500+
Geographic Focus: UK (primarily Henley-on-Thames and London areas, though supports UK-wide charities)

Contact Details

Email: invescocares@invesco.com

Phone: 01491 417000

Address: Invesco Perpetual Park, Perpetual Park Drive, Henley-on-Thames, RG9 1HH

Charity Number: 326583

Charity Commission: View on Register of Charities

Overview

The Invesco Cares Foundation (established 1984, formerly The Coley Charitable Trust) is the UK-based charitable arm of Invesco, the global investment management firm. With total income of £1,153,807 in 2024 and charitable expenditure of £497,514, the Foundation operates through a unique employee-driven model where staff collaboratively select charitable partners through nominations, pitches, and voting processes. The Foundation focuses on five key areas: financial education, healthy living and wellness, environmental sustainability, local community improvement, and diversity and inclusion. The Foundation maintains 3 trustees, 1 employee, and 9 volunteers, with significant reserves allowing for sustained giving. All charitable decisions are made at trustee discretion, with funding primarily directed through employee-nominated “Charity of the Year” partnerships and local community grants.

Funding Priorities

Grant Programs

Charity of the Year Partnership (£125,000 - £250,000 per year)

Multi-year partnerships with major UK charities
Selected through employee nomination, pitch and voting process
Foundation provides initial grant plus matches employee fundraising
Recent partners: Rainbow Trust Children's Charity (2023-2025, targeting £200,000 over two years), Campaign Against Living Miserably/CALM (2020, £223,500)

Recovery Fund / Local Community Grants (£5,555 per charity typically)

One-off grants to local charities near Invesco offices
Employee-nominated organizations
In 2020, 39 charities received £5,555 each (total £216,000)
Focus on smaller local charities in Henley-on-Thames and London areas

Matched Giving Program

Foundation matches employee fundraising efforts
Effectively doubles donations raised through salary sacrifice, events, and challenges
In 2020, matched up to £250,000 for COVID-19 relief and racial justice organizations

Priority Areas

Based on Invesco Cares' five focus areas:

Financial Education - Organizations promoting financial literacy and capability
Healthy Living and Wellness - Health charities, mental health support (e.g., CALM)
Environmental Sustainability - Environmental and conservation organizations
Local Community Improvement - Grassroots organizations supporting local communities
Diversity and Inclusion - Organizations advancing equity and inclusion

Examples of funded charities (2020 Recovery Fund): MS Society, Duchenne UK, Oxford Children's Hospital Charity, Thames Valley Air Ambulance, Alzheimer's Research UK, Blood Cancer UK, YMCA Henley On Thames

What They Don't Fund

The Foundation operates exclusively through employee nominations and trustee discretion
Does not fund organizations outside areas that align with their five focus areas
No evidence of funding for international organizations (focus appears UK-centric)

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Governance and Leadership

Current Trustees (as of 2024):

Mr. Graeme Proudfoot
Mr. Freddie Bruce
Jeroen Huysinga (appointed 2021)

Key Staff:

Claire Myers, Director of Corporate Responsibility and Invesco Cares Manager

Quote from Claire Myers: "We are delighted to donate to organizations close to our employees' hearts“ (2020, regarding Recovery Fund donations). ”We are hugely grateful for the fundraising that our colleagues have done" (2024, regarding Rainbow Trust partnership).

No trustees receive remuneration, payments or benefits from the charity. The Foundation maintains a small staff (1 employee) supported by 9 volunteers.

Application Process and Timeline

How to Apply

This funder does not have a public application process.

The Invesco Cares Foundation operates exclusively through internal employee-driven mechanisms. All charitable partnerships and grants are determined through:

Employee Nominations - Invesco employees nominate charities they wish to support
Pitching Process - Nominated charities may be invited to pitch to employees
Employee Voting - Staff vote to select charity partners (for Charity of the Year)
Trustee Discretion - Final decisions rest with trustees based on employee input

The Foundation's governing documents state it is held “upon trust for such charity or charities or charitable purposes as the trustees shall in his absolute discretion appoint.”

Getting on Their Radar

Invesco operates through a grassroots, decentralized model with each office given its own charitable giving budget. To potentially receive support from the Invesco Cares Foundation:

Connect with Invesco Employees - The most direct route is building relationships with Invesco employees who can nominate your organization during internal charity selection processes. Invesco has major offices in Henley-on-Thames and London (Portman Square).

Align with Their Focus Areas - Organizations working in financial education, health and wellness, environmental sustainability, local community improvement, or diversity and inclusion are most likely to resonate with employees and align with Foundation priorities.

Local Connection - The Foundation shows strong preference for charities with local connections to their office locations. Proximity to Henley-on-Thames or their London office increases relevance for employee-nominated community grants.

Demonstrate Need and Impact - The 2020 Recovery Fund targeted “smaller local charities that had been hit hard by the pandemic with increased demand and fewer fundraising opportunities” (Claire Myers). Organizations that can demonstrate clear need and measurable impact are more compelling for employee nominations.

Contact the Foundation - While there is no formal application process, organizations might reach out to invescocares@invesco.com or Claire Myers (Director of Corporate Responsibility) to express interest and request consideration during future employee nomination cycles.

Decision Timeline

Charity of the Year partners are typically selected for 1-2 year terms
Recovery Fund/Local grants appear to be periodic initiatives rather than annual programs
No fixed deadlines or announcement dates (determined by internal employee processes)

Success Rates

Success rates are not applicable as there is no public application process. Selection depends entirely on:

Employee awareness and willingness to nominate
Success in employee pitching/voting process (where applicable)
Trustee approval

Reapplication Policy

Not applicable - no public application process exists.

Application Success Factors

Given the employee-driven model, the following factors are critical for organizations hoping to receive support:

Employee Connection is Everything - As Claire Myers stated, the Foundation funds "organizations close to our employees' hearts." Without an employee champion to nominate your organization, there is no path to funding.

Alignment with Focus Areas - The Foundation explicitly prioritizes five areas (financial education, healthy living and wellness, environmental sustainability, local community improvement, diversity and inclusion). Organizations outside these areas are unlikely to gain employee support.

Local Relevance - Recent funding patterns show strong preference for organizations with connections to Invesco office locations, particularly Henley-on-Thames and London. In 2020, all 39 Recovery Fund recipients were “local to both the Henley-on-Thames office and the Portman Square London office.”

Demonstrated Impact - Successful partners like Rainbow Trust can clearly articulate impact: Zillah Bingley (Rainbow Trust CEO) noted “£125,000 funds over 4,000 hours of vital emotional and practical support.” Specific, measurable outcomes resonate with employees and trustees.

National Recognition with Local Delivery - Recent Charity of the Year partners (CALM, Rainbow Trust, Ronald McDonald House Charities in North America) are nationally recognized charities that deliver local services. This combines credibility with tangible community impact.

Employee Engagement Opportunities - Charities that offer meaningful volunteering, fundraising challenges, and employee engagement activities are more attractive. The Foundation matches employee fundraising, so charities that can mobilize staff participation amplify their funding.

Smaller Organizations for Community Grants - The 2020 Recovery Fund specifically targeted “smaller local charities.” Organizations seeking community grants (£5,555 level) should be grassroots, local operations rather than major national charities.

Key Takeaways for Grant Writers

No application process exists - You cannot apply directly; funding depends entirely on employee nominations and trustee discretion
Build employee relationships - The only path to funding is through Invesco employees who can nominate your organization
Focus on local connection - Organizations near Henley-on-Thames or London offices have best chance for community grants
Align with the five focus areas - Financial education, health/wellness, environment, community improvement, or diversity/inclusion
Two funding tiers exist - Major Charity of the Year partnerships (£125,000+) vs. local community grants (£5,555 typical)
Foundation matches employee fundraising - Charities that can engage employees in fundraising effectively double their funding through matching
Demonstrate specific, measurable impact - Quantify outcomes (e.g., “funds X hours of support”) rather than general statements