Invesco Foundation

Invesco Foundation is the corporate philanthropic vehicle of Invesco Ltd., the Atlanta-headquartered global asset manager, and its trustee roster proves it: Andrew Schlossberg (Invesco's CEO), Allison Dukes (Invesco's CFO), and Martin Flanagan (Invesco's former chairman/CEO) sit on the board alongside Kellie Schonberg, who serves as the Foundation's dedicated CEO. This is not a family or independent foundation reviewing cold applications on merit alone — it is a corporate giving arm whose invitation list is shaped by where Invesco's executives, employees, and business footprint already intersect with a community. The Foundation states plainly that it accepts applications by invitation only, so the realistic entry point for an unfamiliar nonprofit is not a strong LOI but a prior relationship: board service by an Invesco employee, participation in Invesco-sponsored volunteer days, or an existing corporate sponsorship that later graduates into a capital-campaign gift. Of the seven grants captured in the data, five went to Atlanta-area organizations (Shepherd Center, Westside Future Fund, Atlanta Police Foundation, Atlanta Youth Academies, Cristo Rey Atlanta Jesuit High School) — a clear signal that proximity to Invesco's Atlanta global headquarters (1331 Spring St NW) matters as much as programmatic fit. The two exceptions — Southern Methodist University's Cox School of Business in Dallas and Rock The Street Wall Street (financial literacy for girls, sponsoring three schools) — both connect to Invesco's business interests (a business-school naming/program gift, and a program tied directly to Invesco's financial-services identity). First-time applicants should treat an invitation as the real gate: use the run-up to it to get in front of Invesco's Atlanta community-relations staff and named Grants Manager Amy Green, and frame any eventual proposal around campaign-style asks (capital campaigns, named program support) rather than small annual operating requests, since four of the seven known grants were exactly $100,000 tied to a specific campaign or center (Pursuing Possible, Next Chapter, At-Promise Center, Cox School). Relationship progression here looks less like LOI-to-full-proposal and more like sponsorship-to-invitation-to-flagship-gift.

On the data available, Invesco Foundation paid $556,127 across 7 grants (average $79,447), against a reported FY2023 total_giving figure of $578,366 (the gap is likely administrative/processing costs). Grant sizes cluster heavily at the top: four of seven grants were exactly $100,000 — Shepherd Center Inc (Pursuing Possible campaign), Westside Future Fund (Next Chapter campaign), Southern Methodist University (Cox School of Business), and Atlanta Police Foundation (At-Promise Center) — together accounting for $400,000, or 72% of total disbursed dollars. The remaining three grants stepped down sharply: Rock The Street Wall Street ($75,000, sponsoring three schools), Atlanta Youth Academies ($45,000, general support/scholarships), and Cristo Rey Atlanta Jesuit High School ($36,127, financial calculators and general support). Geographically, Georgia dominates with 5 of 7 grants; Texas and Tennessee each account for one. Note that the Foundation's own database field for "typical grant size" (median $10,000, range $10,000-$15,000, based on only 3 records) is clearly stale and understates real giving by an order of magnitude — treat the $75K-$100K flagship-gift pattern as the current reality, not the $10-15K figure. Financially, the Foundation's asset base tells a two-era story: from 2011 through 2021 it was a modestly funded, largely dormant vehicle (assets flat around $1.1-1.3M, annual grants typically $0-$70K, aside from a one-time $2M disbursement in 2011). Then in FY2022 Invesco Ltd. injected $10,105,513 in new contributions, pushing assets to $11.6M, and by FY2023 assets settled at $10.17M with $520,000 in grants paid — a 15x jump in annual grantmaking versus the prior decade. This signals an active, recently-scaled corporate giving program rather than a legacy foundation coasting on old commitments; expect grant volume and dollar totals to keep climbing as the post-2022 capital gets deployed.

The four foundations below were matched on asset size (all near $9.97-9.98M in total assets) within the same broad NTEE "Philanthropy & Grantmaking" category, not on programmatic similarity — none show comparable public grants data, and none appear to be active corporate foundations like Invesco's.

Invesco Foundation stands apart from this asset-matched peer set in one crucial respect: it is an operating corporate foundation with a dedicated CEO (Kellie Schonberg), a named Grants Manager, and a disclosed, campaign-oriented grant history, whereas the listed peers show no public grantee data and are more likely small family or estate-based grantmaking trusts. A grant seeker should not expect Invesco Foundation to behave like these peers — its deployment pattern (large, campaign-tied, invitation-only) resembles other Wall Street/asset-manager corporate foundations far more than it resembles similarly-sized family foundations.

No 2025-2026 news specifically about Invesco Foundation's grantmaking surfaced in public search — coverage of "Invesco Foundation" is dominated by an unrelated UK charity, the Invesco Cares Foundation (funded by Invesco's UK office, reporting in GBP and supporting Rainbow Trust Children's Charity and CALM), which grant seekers should take care not to confuse with this US 501(c)(3) (EIN 76-0522586). The most concrete recent activity remains what is captured in the underlying filings: the FY2022 recapitalization ($10.1M in new contributions) and the FY2023 grant slate of seven gifts totaling $556,127, the newest disclosed activity in the data bundle. At the parent-company level, Invesco Ltd. has been active and newsworthy — releasing its 2026 Investment Outlook "Resilience and Rebalancing" on December 3, 2025, launching four new fixed income ETFs in February 2026, and announcing a private-markets partnership on January 29, 2026 — all signals of a financially healthy parent that is likely to continue or grow its Foundation's giving. No leadership change at the Foundation itself was found; Kellie Schonberg continues to appear as both CEO and Trustee across the available records, and Invesco's own C-suite (Schlossberg, Dukes) remains on the board. Grant seekers should treat the FY2023 activity as the most recent verified signal of the Foundation's priorities until a newer 990 or public grant list becomes available.

Because Invesco Foundation only reviews invited proposals, the single most important "tip" is to stop treating this like an open RFP: there is no LOI form to submit cold, and the site is explicit that unsolicited applications will not be considered. The realistic strategy is to build visibility with Invesco's Atlanta-based corporate community-relations function well before a funding cycle — through existing sponsorship relationships, employee board memberships, or United Way-style corporate giving channels — so that when the Foundation identifies invitees for its March 15 or September 15 deadlines, your organization is already on its radar. Once invited, application instructions are sent directly with the invitation, and the online portal requires attachments in PDF (preferred), Word, or Excel format only — do not submit JPEG/PNG/TIF images or ZIP archives, as the portal will reject them. Registering an account early lets you save and return to a partially completed application, which matters given the narrow twice-yearly windows. Eligibility is strict: 501(c)(3) status is required, and organizations operating as supporting organizations under IRC 509(a)(3) must submit additional documentation proving their relationship to the supported organization — flag this early if it applies. No individual grants are made. Given the observed grant pattern — four of seven recent grants were $100,000 gifts tied to named capital campaigns (Shepherd Center's "Pursuing Possible," Westside Future Fund's "Next Chapter," Atlanta Police Foundation's At-Promise Center, SMU's Cox School of Business) — proposals framed around a specific, named campaign or capital initiative appear to resonate more than general operating requests; the two smaller grants (Atlanta Youth Academies at $45,000, Cristo Rey Atlanta at $36,127) were both general-support/scholarship asks, suggesting general support is fundable but at a lower ceiling than a campaign ask. For direct process questions, contact Grants Manager Amy Green at amy.green@truist.com or 404-813-2021 — her Truist email domain indicates Truist provides administrative/trust services for the Foundation, so routing questions through her (rather than guessing at an Invesco corporate contact) is the correct channel. Decisions are communicated in late May for the spring cycle and late November for the fall cycle, so build your organizational calendar and any public campaign announcements around those windows.