Financial Advisors in Philanthropy

Financial Advisors in Philanthropy

“Being recognized by Invest in Others brought awareness to my cause and let people know I was in it for all the right reasons. If you’re an advisor already doing great work, then this recognition is hands down the best one you can get.”

— Andy Seth, LotusGroup Advisors

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2016 Award Winners and Finalists

2016 Award Winners and Finalists New

Last year’s winners and finalists for the Invest in Others Awards (previously known as the Community Leadership Awards) were involved in a range of causes that collectively serve more than 4 million people annually. Together, the fifteen advisors raised over $14 million in three years and spend an average of 30 hours per month volunteering to make a difference.

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Nominate an Advisor or Firm

Nominate an Advisor or Firm

Nominations for the 2017 Invest in Others Awards are open until April 19th!

Do you know…

  • A financial advisor who has made a remarkable difference through service to a non-profit?
  • A financial services company with amazing programs that encourage employees to give back?

Nominate them for the 2017 Invest in Others Awards (previously known as the Community Leadership Awards).

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The Impact of Invest in Others

Philanthropy in the Financial Advisory Industry

The Invest in Others Charitable Foundation amplifies philanthropy in the financial advisory industry by sharing the stories of individuals and firms and awarding funding to the charities they care so much about. Our goal is to promote philanthropy and inspire others to get involved.

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2017 Awards Gala Sponsors

  • Our Mission

    Philanthropy

    The Invest in Others 501(c)(3) Charitable Foundation is supported by the financial services industry to amplify the charitable work of financial advisors, employees, and their firms.

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  • Partnerships

    Charities

    Since our founding in 2006, Invest in Others has partnered with over 125 charities, representing a broad range of causes supported by individuals and firms in the industry.

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  • Leadership

    Board of Directors

    Our Board of Directors is comprised of senior executives from a diverse range of firms and organizations within the financial advisory industry, providing leadership and expertise as our organization continues to grow.

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