The Invest in Others 11th Annual Awards Gala

Thursday, September 28, 2017

Cipriani 42nd Street, New York City

The financial advice industry comes together each year at the Invest in Others Awards Gala to celebrate the incredible ways that advisors and firms give back to their communities. Please save the date for our 11th annual Gala and join us as we continue to impact communities around the world.

  • The Gala

    The Gala

    Since our founding in 2006, 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.

    50 winners
    140 charities
    $2 million+ donated
    161 sponsors
    4,000 event attendees

    Learn more about the Invest in Others Awards program.

  • The Beginning

    The Beginning

    Mark Casady, Chairman and CEO of LPL Financial, and his wife, Julia, heard story after story of advisors’ overwhelming generosity and commitment to helping others. They were inspired to establish a public charity devoted to recognizing this valuable work and, in 2006, the Invest in Others Charitable Foundation was born. Mark served on our Board of Directors in the early years, where his vision and leadership were critical to the growth of the organization. Ten years later, Invest in Others is now the premier, industry-wide non-profit dedicated to recognizing, encouraging, and supporting the charitable work of financial advisors and the advisory industry.

  • Award Categories

    Award Categories

    Awards will be presented this year in seven categories:

    • Catalyst
    • Community Service
    • Global Community Impact
    • Volunteer of the Year
    • Lifetime Achievement
    • Corporate Philanthropy – Advisory Firms
    • Corporate Philanthropy – Financial Institutions

    learn more

  • Event Highlights

    Event Highlights

    Planning is underway for this year’s Gala, which is sure to be a memorable evening. Highlights include:

    • Cocktail reception
    • Silent and live auction
    • Award presentations in seven categories
    • …and much more!

    Guy Adami of CNBC’s Fast Money will serve as our Master of Ceremonies.

  • Where Are They Now?

    Where Are They Now?

    Catch up with some of our past winners and finalists:

    Karen Altfest – 2012 Winner – New York Common Pantry
    Paul Martel – 2010 Winner – FIBUSPAM (Clinica Dulce Refugio)
    Rob Shick – 2015 Winner – Oregon Health & Science University Foundation
    Scott Sweat – 2012 Winner – David’s Hope International
    Elizabeth Veterano – 2008 Winner – Crisis Shelter of Lawrence County

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