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.
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
Agenda
Thursday, September 29, 2022
| 12:00–1:30pm |
Invest in Others Honoree LuncheonBusiness Casual Attire |
Board members & 2020–2022 finalists / winners |
Invest in Others Awards GalaCocktail Attire / Business Professional |
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| 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
| 8:30–9:30am |
Invest in Others Finalist Breakfast with IiO Board MembersBusiness Casual Attire |
Board members & 2022 finalists / winners |
Eligibility
- Nominees must be currently working as:
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- 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: https://www.investinothers.org/faqs/
Why Nominate?
No one wins without first being nominated. Apply for yourself of another advisor. Nominations open February 13, 2023.
IiO Award Categories
Catalyst
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
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
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
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
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.
Congratulations to our 2022 Winners and Finalists!
View the 2022 Photo GalleryView our 2022 Winners & FinalistsView our 2022 Honorable Mentions
Honorable Mentions
2023 Gala Sponsors
Diamond Sponsors
Platinum Sponsors
Gold
- 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
- PIMCO
- Putnam Investments
- Raymond James
- Sammons Institutional Group
- State Street Alpha | CRD
- State Street Global Advisors
- T. Rowe Price
Silver
- Clark Capital Management
- Corebridge Financial
- New York Life
- Sanctuary Wealth
Bronze
- 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