All posts by jessica

2023 IiO Awards Winners

17th Annual Invest in Others Awards Honor Financial Advisors for Philanthropy Awards Presented in Person at Gala in Boston on September 20 BOSTON—Sept. 21, 2023—The Invest in Others Charitable Foundation (“Invest in Others”) presented five awards to financial advisors committed to giving back to their communities during its 17th annual Invest …Read More

IiO Grant Program is Open!

Invest in Others offers two grant opportunities – Grants for Good and Grants for Change – to provide funding to meet the critical needs of nonprofits and the communities they serve. Learn more and apply Grant Program Invest in Others offers two grant opportunities – Grants for Good and Grants …Read More

2023 IiO Awards Finalists Announced!

At Invest in Others Charitable Foundation, we help financial advisors compound their investments in others. We're extremely proud to announce the financial advisors we're celebrating this year! Learn more about the amazing charitable work of these men and women at Winners will be announced at our Annual Gala …Read More

Does your Financial Advisory Firm give back? Apply today!

Learn More Apply today! The Invest in Others Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly by a panel of financial advisors based on criteria including leadership & …Read More

Five New Leaders Join Invest in Others Charitable Foundation Board

The Invest in Others Charitable Foundation (“Invest in Others”), a non-profit organization helping financial professionals support charitable causes in their communities, announced today the appointments of five new members to its Board of Directors. Joining the board are: Carolyn Armitage, CFP®, CIMA®, President, Thrivent Advisor Network Stephanie …Read More

Thank you IiO Judges!

We're continuing #nationalvolunteermonth with a big thank you to the industry volunteers who helped judge our programs in 2022. We are so grateful for your time and thoughtful reading of the grants and applications we receive! Read More

Thank you to the IiO Board!

April is National Volunteer Month and we want to start the month with some gratitude for our Board Volunteers. Their continued leadership and guidance makes it possible for us to fulfill our mission and invest in others! View the full list of our Board of Directors Read More

IiO Awards Nominations are Open!

Nominations are open for the 2023 Invest in Others Awards! Do you know of a Financial Advisor who is passionate about a cause and works with a nonprofit? Are you that advisor - you can nominate yourself! Why nominate? In addition to raising awareness for the cause you …Read More

IiO names R. Barkley Payne as new Executive Director

Payne has more than 20 years of experience as a nonprofit leader BOSTON—Feb. 1, 2023—The Invest in Others Charitable Foundation (“Invest in Others”), a nonprofit dedicated to furthering and amplifying the charitable work of financial professionals and their firms, announced today that it has appointed R. Barkley Payne …Read More