The Quilter Foundation

Charity Number: 1175555

Annual Expenditure: £1.3M

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Quick Stats

Registered Charity Number: 1175555
Annual Giving: £3.9+ million (total donated to date)
Grant Range: Up to £10,000 (Local Community Fund); £450,000+ (Strategic Partnerships)
Decision Time: Quarterly review cycle
Geographic Focus: UK and Channel Islands
Young People Supported: Nearly 80,000 to date
Application Method: Employee/adviser nomination only (no public application)

Contact Details

Email: thequilterfoundation@quilter.com

Phone: 020 7778 9614

Address: Senator House, 85 Queen Victoria Street, London, EC4V 4AB, UK

Website: https://plc.quilter.com/responsible-business/the-quilter-foundation/

Note: There is no public application portal. Organizations must be nominated by Quilter employees or financial advisers.

Overview

The Quilter Foundation was established in 2018 as the charitable arm of Quilter plc, a wealth management firm. The Foundation's mission is clear: “to create brighter futures for the next generation” by helping young people overcome barriers to prosperity. Since its inception, the Foundation has donated over £3.9 million to charity partners and Local Community Fund recipients, supporting nearly 80,000 children and young people across the UK and Channel Islands. The Foundation focuses on three strategic priority areas: financial education, social mobility (particularly employment), and food insecurity/health and wellbeing. With 923 Quilter volunteers dedicating their time and skills, the Foundation operates through two primary funding mechanisms: strategic multi-year partnerships with national charities and a quarterly Local Community Fund where Quilter employees and advisers nominate local charities to receive grants of up to £10,000.

Funding Priorities

Grant Programs

Local Community Fund (Quarterly)

Grant Amount: Up to £10,000 per charity
Frequency: Quarterly review and selection
Application Method: Nomination by Quilter employees and advisers only
Total Impact: 49 charities funded, over £365,000 donated, reaching 25,000+ children, young people, and families
Focus: Local charities making tangible difference in communities across UK and Channel Islands

Strategic Partnerships (Multi-year commitments)

Grant Amount: £450,000+ (three-year partnerships)
Application Method: By invitation/strategic selection only
Current Partners: Money Ready, The Brokerage, Feeding Britain, Meals & More, Carers Trust
Focus: National-scale impact on young people aged 16-25

Priority Areas

1. Financial Education

Partnership with Money Ready (formerly MyBnk)
Financial education hubs in London, Southampton, and Isle of Man
Over 40,000 young people equipped with financial skills
Programs for ages 11-25, including specialist interventions for vulnerable young people and care leavers

2. Employment and Social Mobility

Partnership with The Brokerage
“Pathway to the City” five-stage program
£450,000 Secure Futures Fund targeting 4,020 young people aged 16-25
Focus on breaking down barriers for young people from working-class and ethnic minority backgrounds
100% of participants show improved knowledge of the working world
89% increase in self-awareness, research, and networking skills

3. Health, Wellbeing, and Food Insecurity

Carers Trust: Over £1 million donated through employee fundraising and strategic grants, supporting 7,000+ young carers
Feeding Britain: Three-year partnership supporting seven community food clubs offering low-cost meals and advice services
Meals & More: Three-year partnership delivering 106,000+ meals to nearly 7,000 children across 320 holiday clubs
Combined commitment to combat child hunger affecting 8,000+ children and young people

What They Don't Fund

While not explicitly stated, the Foundation's focus is exclusively on:

Projects benefiting young people (primarily ages 16-25, with some programs for ages 11-25)
UK and Channel Islands geographic area
Organizations nominated by Quilter employees/advisers (Local Community Fund) or invited strategic partners

The Foundation does not appear to support:

Projects not focused on young people
International work outside UK and Channel Islands
Direct applications from organizations without Quilter employee/adviser nomination

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Governance and Leadership

Trustees (as of latest records)

Steven Levin - Trustee (appointed 01 November 2022)

Chief Executive Officer of Quilter plc
Chairs the Quilter Foundation
Has emphasized that "a child's future starts with the basics – having enough to eat"

Philippa Lucy Foster Back CBE - Trustee (appointed 03 November 2017)

Founding trustee

Timothy Childe - Trustee (appointed 12 January 2018)

Executive at Quilter Cheviot

Stephen Charles Gazard - Trustee (appointed 24 October 2022)

Also serves as trustee for Spencer Dayman Meningitis Research

Penny Cole - Trustee (appointed 24 October 2022)

Important Note: No trustees receive any remuneration, payments, or benefits from the charity.

Management Structure

The Foundation is led by Quilter's Chief People Officer and operates with an Engagement Lead who works closely with advisers and employees to inspire support, manage fundraising, volunteering, and communications. A Community Investment Panel reviews and selects charities nominated through the Local Community Fund.

Application Process and Timeline

How to Apply

Important: The Quilter Foundation does not have a public application process. Organizations cannot apply directly.

Local Community Fund (Only Route for Smaller Organizations):

Charities must be nominated by a Quilter employee or financial adviser
Nominations accepted quarterly
Nominated charities are reviewed by the Community Investment Panel
Selected charities receive grants of up to £10,000

Strategic Partnerships:

By invitation only
The Foundation proactively identifies national charities aligned with their strategic priorities
Multi-year commitments (typically three years)
Substantial funding (£450,000+)

Getting on Their Radar

Since the Foundation only funds through employee nominations or strategic invitations, building connections with Quilter's workforce is essential:

The Quilter Network: Quilter has offices across the UK and Channel Islands. If your charity operates in areas where Quilter has a presence (particularly London, Southampton, Birmingham, Isle of Man, Jersey), consider attending local business and financial services networking events where Quilter employees or advisers might be present.

Volunteer Engagement: The Foundation reports 923 active volunteers. Quilter employees are encouraged to volunteer through their CSR program. If your charity needs volunteers, register with local volunteer matching services in areas where Quilter has offices.

Demonstrate Impact on Young People: Ensure your work clearly shows measurable impact on young people aged 11-25, particularly in financial education, employment readiness, or addressing food insecurity.

Decision Timeline

Local Community Fund:

Quarterly review cycle
Community Investment Panel reviews and selects recipients
Grants awarded quarterly

Strategic Partnerships:

Timeline varies based on Foundation's strategic planning
Typically multi-year commitments announced annually

Success Rates

Specific success rates are not publicly disclosed. However:

49 charities funded through Local Community Fund to date
Over £365,000 distributed through Local Community Fund
Recent rounds: 4 charities shared £30,000; 7 charities shared £40,000; 17 charities received £135,760

Reapplication Policy

No specific reapplication policy is publicly stated. The quarterly cycle suggests organizations could potentially be nominated multiple times, though the Foundation emphasizes “creating long-term relationships” with charities.

Application Success Factors

Foundation-Specific Insights

1. Employee Connection is Critical

The Foundation explicitly states charities must be nominated by employees or advisers who feel charities are “close to their hearts.” Focus on building authentic relationships with Quilter staff rather than treating this as a standard grant application.

2. Young People Focus is Non-Negotiable

The Foundation's mission explicitly targets young people ages 16-25 (11-25 for financial education). Projects must demonstrate direct benefit to this age group - they support “young people in communities who live with daily social and domestic challenges.”

3. Measurable Outcomes Matter

The Foundation prominently features statistics: “100% of young people supported through The Brokerage have improved knowledge of the working world” and “89% increased self-awareness.” Be prepared to demonstrate and measure impact.

4. Three Strategic Pillars

Projects must align with:

Financial education (“create a financially fluent population”)
Employment and social mobility (breaking down barriers to careers)
Food insecurity and health/wellbeing ("a child's future starts with the basics")

5. Volunteer Opportunities Valued

With 923 active volunteers, the Foundation offers “not just financial support but also potential additional resources like skills-based support and networking opportunities.” Charities that can meaningfully engage Quilter employees as volunteers may have an advantage.

6. Recent Funded Examples

Local Community Fund recipients have included:

Healing Waves, Jersey (mental health support)
Rose Road Association, Southampton (tailored health support)
Creative arts programs for vulnerable youth
Community organizations addressing local needs

Key Takeaways for Grant Writers

No Direct Application Route: You cannot apply directly. Your only route is through nomination by a Quilter employee or financial adviser. Relationship building with Quilter's workforce is essential.

Young People Are the Focus: Every funded project centers on supporting young people aged 11-25 facing barriers to prosperity. If your work doesn't directly benefit this demographic, this is not the right funder.

Align with Three Pillars: Ensure your work clearly aligns with financial education, employment/social mobility, or food insecurity/health and wellbeing.

Employee Passion Drives Funding: For the Local Community Fund, grants flow from employee/adviser passion for charities “close to their hearts.” The charity must resonate emotionally with the nominating individual.

Demonstrate Impact: Be prepared to show measurable outcomes. The Foundation values statistics and clear evidence of change.

Two Funding Tiers: The £10,000 Local Community Fund suits grassroots organizations with local impact, while strategic partnerships (£450,000+) target established national charities. Know which tier fits your organization.

Volunteer Engagement Matters: Consider how Quilter employees might volunteer with your organization through career panels, mentoring, or skills-based support.