2022 IiO Awards Finalists

Catalyst• Evan Deoul of Bernstein Private Wealth Management in West Palm Beach, Fla., for Philanthropy Tank• Charles Dunn of Charles R. Dunn Investment Advisors in Tucson, Ariz., for St. Francis Community• Alana Scott of Lattig Scott Wealth Management in Modesto, Calif., for the Women’s Education and Leadership …Read More

2022 Charitable Champions

Congratulations to the 10 financial advisory firms for being named Charitable Champions! This annual list recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations.   In 2021, the 10 Invest in Others (IiO) Charitable Champions raised a total of …Read More

Empowering Others – Linda Ventura

The latest Invest in Others partnered podcast on Advisorpedia "Transforming Loss Into Support & Recovery with Linda A. Ventura" of Cabot Lodge Securities is now available! Linda and Matt Ackermann have a tough and honest conversation about the loss of Linda's son to substance abuse and her launching …Read More

January 2021 Grant Program

Last month, Invest in Others provided an opportunity for advisors to apply for a grant on behalf of nonprofits who were struggling to provide food for its communities. We received over 125 applications for this hunger relief grant program and we are honored to recognize our six …Read More

David Canter of Fidelity and Eric Clarke of Orion to Run in 2020 Virtual Boston Marathon for Invest in Others Charitable Foundation This September

Funds Raised to Support Newly Launched Grants for Change Program   ANDOVER, Mass. – August 31, 2020 –The Invest in Others Charitable Foundation (“Invest in Others”), a nonprofit dedicated to furthering the charitable work of financial advisors, employees, and their firms, has announced that two of its board members, …Read More

Invest in Others Launches Grants for Change Program

Grants of up to $25,000 will go to Nonprofits that Work to Enhance Opportunities for Communities of Color   ANDOVER, Mass. – August 19, 2020 –The Invest in Others Charitable Foundation (“Invest in Others”), a nonprofit dedicated to furthering and amplifying the charitable work of financial advisors, employees and …Read More

Spring 2020 Grant Program

Last month, Invest in Others provided an opportunity for advisors to apply for a grant on behalf of nonprofits who were struggling amidst the COVID-19 pandemic. We received over 150 applications for this COVID-19 grant program and we are honored to recognize our eight recipients.     Armed Services YMCA …Read More