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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2016 Award Winners and Finalists

2016 Award Winners and Finalists New

Each year, the Invest in Others Awards (previously known as the Community Leadership Awards) honor the philanthropic spirit of financial advisors in five categories: Catalyst, Community Service, Global Community Impact, Volunteer of the Year, and Lifetime Achievement. Invest in Others also recognizes companies through the Corporate Philanthropy Award.

Last year’s winners and finalists for the Invest in Others 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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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

  • 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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