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Charities & Communities

We enable our clients to invest responsibly, and we adopt the same approach to supporting our local communities. We have a wealth of talent and experience within our business and are keen to share this by enabling our employees to gain further personal and professional development by getting involved in community projects and activities.

Corporate charitable giving

Our aim is to improve diversity in financial and professional services.

Our corporate charity partner

We have committed to a three-year partnership with Impetus — an organisation that is transforming the lives of young people from disadvantaged backgrounds by ensuring they get support to succeed in school, in work and in life.

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Who Impetus supports

Impetus currently funds and supports a portfolio of 17 charities working hard to narrow the gaps in education or employment for young people from disadvantaged backgrounds. Their approach is to find, fund and help build charities that have: 

  • A focus on improving education and employment for economically disadvantaged young people

  • A leadership team and board which is committed to improving and growing their impact

  • The potential for longer term sustainability and scale to reach more young people

Colleague charitable giving

We aim to support our colleagues’ charitable endeavours by offering generous donation matching and volunteering opportunities.

How colleagues can get involved

We encourage colleague charitable support through the following key areas:

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Employee volunteering

As well as opportunities to volunteer with Impetus, this year we have also aligned with an organisation called Employee Volunteering to help organise team volunteering days which support our wider ESG plans. We continue to encourage and support our people to get involved and give all our employees paid time off to volunteer.

 

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Give-As-You-Earn

During the year, we introduced a payroll giving scheme through which we encourage colleagues to donate through payroll and match every employee donation of up to £20 per colleague, per month. Regular donations in this way gives charities a reliable income stream.

 

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Matched fundraising

We continue to match our employees’ fundraising efforts with donations of up to £250 for an individual and up to £1,000 for each team fundraising event. Colleague matched fundraising and Give-As-You-Earn are funded by the Tilney Charitable Trust (TCT), which was established in 1979 and has since donated over £3 million to local and national charities. Evelyn Partners donates £50,000 per year to the TCT.

 

Evelyn Partners is on a mission to improve diversity in financial and professional services and support colleagues in their charitable endeavours along the way. We are in a great position where we are able to connect charities and local organisations with some of the best brains in the business, who are able to share their expertise to create lasting, impactful change. It’s also a great opportunity for our people to gain further personal and professional development outside of their day-to-day by getting involved in community projects and activities.
Nicola Mitford Slade Nicola Mitford-Slade, Group General Counsel

Corporate Responsibility Report

To find out more about our work on charities and communities, explore our 2021 Corporate Responsibility Report.

Read the report
Additional information

Some of our Financial Services calls are recorded for regulatory and other purposes. Find out more about how we use your personal information in our privacy notice.

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