Philanthropy in the Financial Advisory Industry

Philanthropy in the Financial Advisory Industry

The inspiration for the Invest in Others Charitable Foundation came directly from the financial advisors who invest in others by giving back to their communities with overwhelming generosity and dedication. Mark Casady, Chairman and CEO of LPL Financial, was moved to establish a public charity devoted to recognizing this valuable work, and the Invest in Others Charitable Foundation was founded in 2006.

Since our founding, Invest in Others has recognized 50 winners and 107 finalists, partnered with more than 140 charities, shared hundreds of inspirational stories, and donated over $2 million to causes that financial advisors and firms care so much about.

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2017 Award Finalists

2017 Award Finalists New

We’re thrilled to announce this year’s finalists for the Invest in Others Awards. These 15 advisors and 6 companies actively work to make a difference across a spectrum of causes including hunger prevention, youth development, financial literacy, medical research and support, and much more.

This year’s advisor finalists spent an average of 37 hours per month volunteering and together they have raised an astounding $80 million over the past three years for their favorite charities.

The corporate finalists, ranging from small advisory firms to large financial institutions, offer a variety of successful programs that creatively incentivize and encourage employees to give back, including generous matching gift programs and volunteer time off.

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2017 Invest in Others Awards Gala

2017 Invest in Others Awards Gala

Save the date! The 11th annual Invest in Others Awards Gala will be held on Thursday, September 28th at Cipriani 42nd Street in New York City.

This is a can’t-miss event where nearly 600 financial advisors and financial services executives from across the industry come together to celebrate the individuals and companies that actively give back to their communities. This year’s award finalists will be announced in July and winners will be announced at the Gala. Sponsorship opportunities are still available!

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The Impact of Invest in Others

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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The Invest in Others Charitable Foundation

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.

Each year, Invest in Others relies on the generosity of individuals and companies to fulfill our mission of recognizing the charitable work of financial advisors and their firms. We’ve been fortunate to count on the support of more than 160 different companies and organizations as sponsors of the Invest in Others Awards Gala over the past ten years.

2017 Awards Gala Sponsors

merrill lynch


  • Our Mission


    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


    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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