Invest in Others Awards badge
Invest in Others Awards

The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.

Open to Financial Advisors Monetary Award

About the Nomination Process

The Invest in Others  Awards recognizes the charitable work of financial advisors in communities across the country and around the world. Applications are evaluated based on an advisor’s leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the five categories with one winner being chosen for each award.

Award finalists and winners will receive donations from Invest in Others for their designated charities:

  • Finalists in all five categories will receive $25,000
  • Winners in the Catalyst, Community Service, Emerging Impact, and Volunteer of the Year categories will receive $60,000
  • The Lifetime Achievement Award winner will receive $100,000

Nominations are a two-part process. The nomination form (part 1) asks for contact information to help us verify eligibility. If the advisor meets our eligibility criteria, they will be invited to complete the application form (part 2) in order to be considered for an award.

Anyone can submit a nomination. Advisors may also nominate themselves. There is no limit to the number of advisors one person can nominate. However, multiple nominations per advisor will not increase their chances of being selected.  If an advisor is nominated by multiple individuals for the same nonprofit organization, the advisor will only be invited to complete one application.

Nominators will be asked to create an account. Account creation will allow for proper tracking as well as provide the nominator access to revisit or edit information before submitting. Completing the nomination as soon as possible will ensure the advisor has enough time to complete the application.

When are finalists and winners announced?

The fifteen finalists (three in each award category) will be announced on Monday, July 17th through Invest in Others’ email distribution list, social media, and a press release.

The five winners (one in each award category) will be announced at the Invest in Others Awards Gala on Wednesday, September 20th in Boston. This news will also be shared on Thursday, September 21st through Invest in Others’ email distribution list, social media, and a press release.

Invest in Others will work with the finalists and winners around each announcement to maximize the publicity for this honor.

Key Dates

Nominations Closed April 5, 2023
Applications Closed April 21, 2023
Winners Announced September 20, 2023

Save the Date


Thursday, September 29, 2022


Invest in Others Honoree Luncheon

Business Casual Attire

Board members & 2020–2022 finalists / winners

Invest in Others Awards Gala

Cocktail Attire / Business Professional

5:30pm VIP Toast Board members & 2020–2022 finalists / winners
5:45pm All Attendee Cocktail Reception All registered guests
7:00pm Dinner and Awards Program All registered guests
Post-Gala Gathering All registered guests

Friday, September 30, 2022


Invest in Others Finalist Breakfast with IiO Board Members

Business Casual Attire

Board members & 2022 finalists / winners


  • Nominees must be currently working as:
    • registered representatives (i.e. Series 7)
    • registered investment advisors, or
    • financial advisors with a professional certification (please refer to FINRA’s list of designations for examples).
  • Nominees must have worked in this capacity for at least three years.
  • Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients (households or organizations).
  • Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years.
  • Nonprofits must be U.S.-based organizations and educational institutions with tax-exempt status granted under the Internal Revenue Code Section 501(c)(3). Nonprofits doing work in other countries are eligible as long as they meet these criteria.
  • Advisors who were previously recognized as a finalist or winner can be nominated after seven years from the award date for the same charity. There is no limit to the number of times an advisor may be nominated if they have not previously been selected as an award finalist or winner.

For more information regarding eligibility, please visit:

Invest in Others Awards badge
Why Nominate?

No one wins without first being nominated. Apply for yourself of another advisor. Nominations open February 13, 2023.

IiO Award Categories

Catalyst badge


Presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years. This may involve rejuvenating an organization from failing to thriving, or helping to launch a new nonprofit organization.

Community Service badge

Community Service

Presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization for at least 3 years. He or she has not only contributed to the long-term sustainability of the nonprofit, but also has an established record of motivating and inspiring others. This includes serving with distinction as a fundraiser, board member, or other executive position.

Emerging Impact badge

Emerging Impact

Presented to an advisor 45 years of age or younger who is making a mark in their community through their outstanding commitment of time, talent, and resources to a nonprofit over a period of at least 3 years, demonstrating exceptional promise in what they have already contributed and paving the way for the future.

Lifetime Achievement badge

Lifetime Achievement

Presented to an advisor who has made a profound contribution to a non-profit organization through an established history of distinguished service, where he or she exhibited leadership, provided inspiration, and gained recognition and respect from peers and the community over a period of at least 20 years, helping the organization evolve and creating a lasting impact on the future of the organization.

Volunteer of the Year badge

Volunteer of the Year

Presented to an advisor who has made a significant impact on a nonprofit as a volunteer of at least 3 years by working hands-on and giving of their time, talent, and energy to make a lasting impact on the organization, those it serves, and the community at large.

2023 Gala Sponsors

Diamond Sponsors

Platinum Sponsors


  • Allianz
  • Ameriprise
  • AssetMark, Inc.
  • American Century Investments
  • Blackrock
  • Blackstone Group
  • BNY Mellon | Pershing
  • CAIS
  • Cambridge Investment Research, Inc.
  • Capital Group
  • Envestnet
  • Franklin Templeton
  • FS Investments
  • MarketCounsel
  • MassMutual
  • Moody’s Analytics, Inc.
  • Nuveen Investments
  • Orion Advisor Solutions
  • Putnam Investments
  • Raymond James
  • Sammons Institutional Group
  • State Street Alpha | CRD
  • State Street Global Advisors
  • T. Rowe Price


  • Clark Capital Management
  • Corebridge Financial
  • New York Life
  • Sanctuary Wealth


  • Advisor 360°
  • Advisor Asset Management
  • Charles Schwab
  • Columbia Threadneedle
  • Impax Asset Management
  • Invesco
  • Norima Consulting
  • SEI
  • Transamerica

Honoree Luncheon

  • Thrivent Advisor Network

Cocktail Reception

  • Nitrogen

Photo Backdrop

  • BetaNXT

After Party

  • Arizent
  • Select Sector SPDRs

Finalist Breakfast

  • Lord Abbett