June 7, 2013 – Every day, financial advisors are making a positive difference in the lives of others. The Invest in Others Charitable Foundation is honored to recognize and support their efforts to help individuals and families in their local communities.
The Invest in Others Charitable Foundation Catalyst Grant Program invites financial advisors nationwide to submit a grant request on behalf of a charity they actively support. The grant program provides needed funding for advisors who are serving as catalysts in their local community to help them launch a new initiative with their charity.
2013 grantees were selected based on the advisor’s demonstration of entrepreneurial vision and leadership in creating positive change in their local community, as well as their role in advancing the mission and strategic goals of their affiliated charity. This year’s grant recipients include:
Diane Bark, advisor with DNB Financial Services, for her work with Neurofibromatosis Mid-Atlantic, and dedication to helping people with Neurofibromatosis.
Carl Bailey, advisor with Bailey and Beatty, for his work with Danbury Grassroots Tennis and Enrichment Program, and helping to improve the lives of selected young people in Danbury, CT through the game of tennis and educational support.
Matthew J. Barbis, advisor with Creative Wealth Management, for his work with the Rose Brucia Foundation and dedication to reducing the number of child abductions in the U.S. by educating and empowering young minds with the knowledge necessary to avoid abduction.
Alan Yonack, advisor with Morgan Stanley, for his work with Vogel Alcove and joining the mission to provide the youngest children of homeless families with the foundation for success.
Grantees will receive a $5,000 Catalyst Grant charitable contribution to benefit their designated charity and the missions they support.
The Invest in Others Catalyst Grant program is open to all financial planners (e.g., CFP®), registered representatives (e.g., Series 7), or registered investment advisors based in the United States. Only qualified non-profit organizations and educational institutions with tax exempt status granted under the Internal Revenue Code Section 501(c)(3) are eligible to receive grants.
About the Invest in Others Charitable Foundation
Established in 2006, the Invest in Others Charitable Foundation is a registered 501(c)(3) charity founded with the mission of encouraging and supporting the philanthropic and volunteer activities of financial advisors in their local communities. The Invest in Others mission is achieved through a community-based approach to philanthropy that seeks to strengthen neighborhoods from within by empowering those who are committed to serving others in their professional and personal lives. As mentors, volunteers, fundraisers and leaders, financial advisors lend their unique skills and perspectives to the challenges and opportunities facing their neighbors. Invest in Others is proud to support and promote these efforts to better our world one community at a time. For more information, visit www.investinothers.org.
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Invest in Others Charitable Foundation