We amplify the generosity of the financial services industry.
We recognize financial professionals and firms for their philanthropic work.
We support charitable causes through visibility and funding.
$4 Million+
Donated Since Inception
525+
Charities Served Since 2007
535,000+
Individuals Served in 2021
Join Our Million Dollar Mission
Our goal this year is to award, for the first time ever, one million dollars to help those in need. Please help us reach our goal of awarding $1 million by making a personal donation to Invest in Others today. With your support, we can send a message to the world that our industry is as compassionate and caring as any.
Lasting Impact Stories
From education, to health and wellness programs, we recognize financial advisors who are giving back in different and important ways.
INVEST IN OTHERS AWARD HONOREE
Michael Deutsch has a deep passion for Memphis Inner City Rugby (MICR). When he first learned about the program six years ago, the coaches lacked funding, community engagement, and even practice fields. Many of the student-athletes faced adversity daily, as they lived in some of the poorest zip codes in the southeast.
Despite these challenges, Michael was drawn to the program and threw himself into volunteering in a host of capacities. Current athletes ask the Executive Director what Michael’s official role is — is he the professional photographer? Is he our trainer? Does he work for MICR? These questions are proof of Michael’s commitment to the program and the athletes it serves. Michael’s commitment truly knows no bounds.
GRANTS FOR CHANGE RECIPIENT
For children living in low-income communities, community college can provide an affordable pathway to obtaining a four-year degree. But, too often, when students from underserved communities graduate from high school, they are deemed not college-ready and placed in developmental math and English courses. Catch the Next, Inc., an Austin-based nonprofit, works with majority Latinx students to help students exit these “gatekeeper” courses and go on to earn credits toward their eventual degrees.
“These are really challenging times for higher education,” said Lillian Gray, an executive at Bank of America and Catch the Next, Inc. board member who secured a $25,000 grant for the nonprofit. “Often it only takes one generation to potentially transform a family’s destiny, and education is central to that. My grandfather didn’t finish high school, yet his children finished college and I graduated from Yale. Too often, race, income-level and immigration status are predictive of educational attainment. All students should have the opportunity to benefit from the life-changing opportunity of a college degree.”
INVEST IN OTHERS AWARD HONOREE
Brock Moseley first became involved with Big Brothers Big Sisters of Greater Los Angeles (BBBSLA) 37 years ago as a Little Brother. After experiencing how rewarding mentoring relationships can be as a youth, Brock decided to pay it forward and volunteer as a Big Brother at BBBSLA. He has mentored four young people over the last 26 years.
Brock is a product of the program and believes deeply in BBBSLA’s mission. As current Board Chairman, he is driving an aggressive strategic plan and fostering the organization’s first Small Business Workplace Mentoring Program in partnership with his firm, Miracle Mile Advisors. Nearly 100% of Miracle Mile Advisors’ staff participates in this mentoring program, which connects youth with college and workforce readiness skills. Since 2015, Brock is proud to report that 100% of the youth participants have graduated high school and 97% have continued to higher education. Leading by example, Brock is inspiring future generations and creating stability in the lives of many LA County children.
INVEST IN OTHERS AWARD HONOREE
Brian Robinson first heard about children being sold into slavery when he was in Beirut, Lebanon during the Syrian refuge crisis.
When he learned that child slavery and sex trafficking was also happening in his own community he couldn’t look away. Brian had to get involved. Brian has volunteered with The Florida Dream Center for the past eight years and specifically donates his time towards human trafficking issues. Brian worked to establish one of the first safe houses in the country for young men who were trafficked, has been involved in multiple trafficking rescues, and continues to coordinate countless Human Trafficking training events throughout Florida.
His persistent dedication and volunteerism have improved the quality of care provided to victims of human trafficking by The Florida Dream Center. To date, the Center has been involved in more than 200 human trafficking rescues in the Tampa Bay area.
GRANTS FOR GOOD RECIPIENT
“I am a proud alumna of Sunnyside Unified School District,” she said. “I also experienced food insecurity growing up and know how it can interfere with learning and paying attention in class. More than 60% of the families we serve work in industries hardest hit by the economic devastation of the pandemic, including food service and hospitality. They also live in zip codes with some of the highest infection rates in Arizona. Thanks to Invest in Others we will be able to act quickly on behalf of our students and their families with an equitable focus on students who have been hard to reach and significantly left out of relief support.”
Lasting Impact Stories
From education, to health and wellness programs, we recognize financial advisors who are giving back in different and important ways.
INVEST IN OTHERS AWARD HONOREE
Michael Deutsch has a deep passion for Memphis Inner City Rugby (MICR). When he first learned about the program six years ago, the coaches lacked funding, community engagement, and even practice fields. Many of the student-athletes faced adversity daily, as they lived in some of the poorest zip codes in the southeast.
Despite these challenges, Michael was drawn to the program and threw himself into volunteering in a host of capacities. Current athletes ask the Executive Director what Michael’s official role is — is he the professional photographer? Is he our trainer? Does he work for MICR? These questions are proof of Michael’s commitment to the program and the athletes it serves. Michael’s commitment truly knows no bounds.
GRANTS FOR CHANGE RECIPIENT
For children living in low-income communities, community college can provide an affordable pathway to obtaining a four-year degree. But, too often, when students from underserved communities graduate from high school, they are deemed not college-ready and placed in developmental math and English courses. Catch the Next, Inc., an Austin-based nonprofit, works with majority Latinx students to help students exit these “gatekeeper” courses and go on to earn credits toward their eventual degrees.
“These are really challenging times for higher education,” said Lillian Gray, an executive at Bank of America and Catch the Next, Inc. board member who secured a $25,000 grant for the nonprofit. “Often it only takes one generation to potentially transform a family’s destiny, and education is central to that. My grandfather didn’t finish high school, yet his children finished college and I graduated from Yale. Too often, race, income-level and immigration status are predictive of educational attainment. All students should have the opportunity to benefit from the life-changing opportunity of a college degree.”
INVEST IN OTHERS AWARD HONOREE
Brock Moseley first became involved with Big Brothers Big Sisters of Greater Los Angeles (BBBSLA) 37 years ago as a Little Brother. After experiencing how rewarding mentoring relationships can be as a youth, Brock decided to pay it forward and volunteer as a Big Brother at BBBSLA. He has mentored four young people over the last 26 years.
Brock is a product of the program and believes deeply in BBBSLA’s mission. As current Board Chairman, he is driving an aggressive strategic plan and fostering the organization’s first Small Business Workplace Mentoring Program in partnership with his firm, Miracle Mile Advisors. Nearly 100% of Miracle Mile Advisors’ staff participates in this mentoring program, which connects youth with college and workforce readiness skills. Since 2015, Brock is proud to report that 100% of the youth participants have graduated high school and 97% have continued to higher education. Leading by example, Brock is inspiring future generations and creating stability in the lives of many LA County children.
INVEST IN OTHERS AWARD HONOREE
Brian Robinson first heard about children being sold into slavery when he was in Beirut, Lebanon during the Syrian refuge crisis.
When he learned that child slavery and sex trafficking was also happening in his own community he couldn’t look away. Brian had to get involved. Brian has volunteered with The Florida Dream Center for the past eight years and specifically donates his time towards human trafficking issues. Brian worked to establish one of the first safe houses in the country for young men who were trafficked, has been involved in multiple trafficking rescues, and continues to coordinate countless Human Trafficking training events throughout Florida.
His persistent dedication and volunteerism have improved the quality of care provided to victims of human trafficking by The Florida Dream Center. To date, the Center has been involved in more than 200 human trafficking rescues in the Tampa Bay area.
GRANTS FOR GOOD RECIPIENT
“I am a proud alumna of Sunnyside Unified School District,” she said. “I also experienced food insecurity growing up and know how it can interfere with learning and paying attention in class. More than 60% of the families we serve work in industries hardest hit by the economic devastation of the pandemic, including food service and hospitality. They also live in zip codes with some of the highest infection rates in Arizona. Thanks to Invest in Others we will be able to act quickly on behalf of our students and their families with an equitable focus on students who have been hard to reach and significantly left out of relief support.”
Our Board
Our Board of Directors is composed of senior executives from a diverse range of firms and organizations within the financial advisory industry, each of whom provides leadership and expertise as our organization continues to grow. Our board believes strongly in our mission and the importance of recognizing and rewarding financial advisors and firms for their charitable work.
2021 Top Sponsors
TOP IN-KIND PARTNERS
