The Invest in Others Charitable Foundation: Recognizing and Supporting Philanthropy and Financial Services
The inspiration for Invest in Others came directly from the talented and successful financial advisors across our industry who are making a profound difference in the lives of people in their communities. As the leadership at LPL Financial heard these stories of community leadership, they were overwhelmed by this generosity and commitment to helping others and were moved to establish a public charity devoted to recognizing this valuable work. Sponsors from across the financial services industry soon followed.
Since its inception, Invest in Others has supported the philanthropic activities of close to 1,000 financial advisors. By partnering with individuals and organizations in the financial services industry, Invest in Others has provided vital financial assistance to nonprofit agencies supporting a broad range of important humanitarian causes, including education, housing, medical research, after-school programs, violence prevention, and many more. To learn more about Invest in Others and the advisors we support, view these advisor stories.
The Invest in Others Charitable Foundation will provide copies of its IRS Form 990 (for up to three years after filing) and its application for and approval as a tax-exempt entity upon request. All requests for such documentation must be made in writing and addressed to Peggy L. Ho, Clerk, Invest in Others Charitable Foundation, Inc., One Beacon Street, 22nd Floor, Boston, MA 02108 or in person at the Invest in Others principal office of One Beacon Street, 22nd Floor, Boston, MA 02108. A copy fee of $0.25 per page will be applied to all requests.
