Fidelity Foundations
For over 50 years, the Fidelity Foundation has focused on strengthening nonprofit organisations.
Fidelity UK Foundation
Established in 1988 by Fidelity International, the Fidelity UK Foundation is a grant-making foundation with three priority programme areas:
- Enabling disadvantaged children and young people to achieve their potential. This includes a focus on organisations active in: education attainment, enabling social mobility, enhancing well-being and employability and community-based activity.
- Health. This includes support for charities active in fields such as mental health and well-being, and services for children or adults with long-term conditions or a range of complex needs.
- Arts, culture and heritage, focusing on mid-sized organisations across the spectrum of arts culture and heritage that are entrepreneurial in nature.
The Fidelity UK Foundation is an independent charitable organisation and has been proudly supported by Fidelity International since inception.
The Fidelity UK Foundation is registered with the Charity Commission for England and Wales under number 327899.
Fidelity International Foundations
Established in 1992 by Fidelity International, the Fidelity International Foundations comprise of the Fidelity Asia Pacific Foundation, Fidelity Bermuda Foundation and Fidelity Europe Foundation.
Reflecting the distinctive contexts in which the international Foundations operate, programmatic interests include: education, health, tackling disadvantage, and arts, culture and heritage.
Priority geographic areas include: France, Germany, Spain, Italy, the Republic of Ireland, Bermuda, India, Hong Kong, Singapore, and Australia.
The international Foundations are all independent charitable organisations and have been proudly supported by Fidelity International since inception.
The Fidelity international Foundations are Privately Funded Charitable Trusts registered with the Government of Bermuda Registry General.
Edward C. Johnson III, Founder Chairman
What we fund
The Foundations grant-making aims to help strengthen the long-term impact, efficiency and/or sustainability of charitable organisations. As such, the Foundations have a focus on the capacity of charities, by which we mean the capability, knowledge and resources that non-profit organisations need to be effective. The Foundations therefore support activity that significantly enhances an organisation’s ability to achieve its mission.
We appreciate that every organisation’s capacity building needs differ and seek to understand what will have the most impact, which may include funding for organisational/strategy development, investment in leadership development, technology, or activity to enable efficiency, support growth or financial sustainability.
For the most part, the Foundations consider supporting organisations which have an annual budget of over £1m or $1m. The Foundations also enable field-building by providing support to non-profit organisations that offer capacity-building programmes that benefit multiple organisations in our priority programme areas.
Our approach to grant-making
The Foundations do not seek unsolicited proposals and have an invitation-only application process. Through research, insights from peer trusts and foundations and the organisations we support, we pro-actively identify organisations that we would like to learn more about. Where appropriate, organisations are invited to submit a short concept note. Where appropriate, organisations may then be invited to submit a full application.
During our due diligence process, which usually involves a site visit, we seek to understand an organisation as a whole, including its leadership and governance, impact, how it engages with the communities it seeks to serve, operations and financial management - and how the project proposed will help an organisation strengthen its ability to deliver its mission.
We ask all organisations that we support to report on progress towards their goals. We appreciate valuable learning from grants made and use this to inform our grant-making. Where helpful we also connect grantees to learn from each other.
The Foundations have a small dedicated team led by Lenka Setkova, Chief Executive of the Foundations, and Trustees of each of the Foundations make decisions as to which projects to support.
Contact information
Fidelity UK and International Foundations
Beech Gate
Millfield Lane
Lower Kingswood,
Tadworth
Surrey KT20 6RP
United Kingdom
Email: foundation@fil.com
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Contact information
Fidelity UK and International Foundations, Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey KT20 6RP, United Kingdom.
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Explore investing in retirement The Fidelity SIPP Key Features Document