The Invest in Others Awards is a program that recognizes the charitable work of financial advisors in communities across the country and around the world.
Awards are presented at our signature event, the annual Invest in Others Awards Gala. Over 600 advisors and financial services executives attend this premier event to celebrate those individuals that actively give back to their communities.
There are five categories of awards that recognize the distinct ways that advisors have made a difference through their work with a nonprofit. Click below to read descriptions.
- Finalists Announced: July 11, 2022
- Winners Announced: September 29, 2022
- Open to: Financial Advisors
Nominations 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 receive generous donations from Invest in Others to their designated charities:
- Finalists in all categories will receive $25,000
- Winners in the Catalyst, Community Service, Emerging Impact, and Volunteer of the Year categories will receive $50,000
- The Lifetime Achievement Award winner will receive $75,000
- Honorable Mentions in all categories will receive $1,500
Nominees must be currently working as registered representatives (for example, Series 7), registered investment advisors, or financial advisors with a professional designation (please refer to FINRA’s list of designations for examples). Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients (households or organizations). Nominees must have worked in this capacity for at least three years. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years.
Only qualified U.S.-based nonprofit organizations and educational institutions with tax-exempt status granted under the Internal Revenue Code Section 501(c)(3) are eligible to receive award donations. Nonprofits doing work in other countries are eligible as long as they meet these criteria.
For more information regarding eligibility, please click here.
Multiple nominations will not increase an advisor’s chance of being selected as a finalist. If an advisor is nominated by multiple individuals for the same nonprofit organization, the advisor will only be invited to complete one application.
Thank You Sponsors
American Century Investments
BNY Mellon | Pershing
Cambridge Investment Research
Commonwealth Financial Network
Orion Advisor Solutions
T. Rowe Price
UBS Wealth Management
Moody’s Analytic’s, Inc.
New York Life
Sammons Institutional Group
SS&C ALPS Advisors
Thrivent Advisor Network
Advisors Asset Management
Clark Capital Management
Lincoln Financial Distributors
Lincoln Investment Planning
State Street Alpha | CRD
State Street Global Advisors
Janney Montgomery Scott
PGIM Investments, LLC
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