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Since IiO’s inception in 2007:


Individuals Helped Annually

Charities Served

Financial Advisors honored

Awarded Since 2007

Individuals Helped Annually

Charities Served Since 2007

About the IiO Awards

The Invest in Others  Awards recognizes the charitable work of financial advisors. 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:

    • Honorable mentions will receive $2,000
    • Finalists in all five categories will receive $25,000
    • Recipients in the Catalyst, Community Service, Emerging Impact, and Volunteer of the Year categories will receive $60,000
    • The Lifetime Achievement Award recipient will receive $100,000

*You will be redirected to our application portal login page. If you have previously applied for an IiO program, please use your prior login information. Click here for more details about the nomination process

Key Dates

Click here to learn more about our programs

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2023 Charitable Champion – Back Cove Financial
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Organizations Served

Total Funds Awarded

Individuals Served

Nonprofits recognized by IiO generated additional volunteers and funds in addition to community engagement and visibility

Of nonprofits gained additional volunteers

Of nonprofits raised additional funds

Of nonprofits saw increased community awareness

How We Make an Impact

Michael Nathanson
Michael Nathanson
Lynn Chen-Zhang
Lynn Chen-Zhang
Amir Reda
Amir Reda
Taunya Villicana
Taunya Villicana
Michael Deutsch
Michael Deutsch
Michael Nathanson
IiO Awards 2016 Catalyst Award Winner

Michael Nathanson

The Colony Group

Though he was initially hesitant about nominating himself for an Invest in Others Award, Michael Nathanson quickly put those fears aside, knowing how it would benefit the nearly 700,000 Americans living with a brain tumor. As a non-cancerous brain tumor survivor himself, Michael has brought passion and determination to his work with the National Brain Tumor Society (NBTS). During his tenure as board chair, he refocused the organization exclusively around research and advocacy and brought industry, academia and government together through its Defeat GBM (glioblastoma multiforme) Research Collaborative and Project Impact, a research collaborative for fighting pediatric brain tumors.

When it comes to pursuing recognition for your charitable work, think about your cause. Invest in Others provides an opportunity for you to advocate for dollars and awareness for your charity.
IIO Awards 2020 Lifetime Achievement Award Winner

Lynn Chen-Zhang

Zhang Financial

Lynn Chen-Zhang immigrated to America with just $500 and a scholarship to attend Western Michigan University. From those humble roots, she went on the start her own wealth management firm and, today, gives back to her alma mater as president of the Western Michigan University Foundation and vice chair of the university’s board of trustees. Through her work with the university, Lynn focuses on ensuring that all students have an opportunity to reach their goals and potential. Thanks to the Invest in Others Award, the school was able to support 1,000 students who were in danger of dropping out due to unemployment related to COVID-19.

I’m grateful to have received the Invest in Others award because it inspired other volunteers at the university to assist students during a challenging time and it fostered a sense of pride among many alumni.
Group of children in Stocks in the Future program
2020 Grants for Change Recipient

Amir Reda

T Rowe Price

Amir Reda recognizes that his path to becoming an asset manager was due, in large part, to growing up in a middleclass household and all the opportunities it afforded. Now, as a board member with Stocks in the Future (SIF), a nonprofit that teaches financial literacy to low-income middle school students in underserved Baltimore neighborhoods, Amir wants to ensure that children from poorer homes have equal access to quality education. Through his Invest in Others grant, Amir helped to expand SIF to a broader array of at-risk groups such as high school students, young adults and ESOL students.

The problems in underserved communities are all interconnected—whether it’s education, access to food or financial issues. If we can help solve for one of those, we can push the ball towards equality and impact the community in a positive way.
Sunnyside Unified School District food drive
2021 Grants for Good Recipient

Taunya Villicana

Affinity Wealth Management

As a student at Tucson’s Sunnyside Unified School District, where roughly 90% of students qualify for free and reduced lunches, Tanya Villicana remembers grappling with food insecurity and the stigma of living in a poor community. Today, she’s a financial advisor but continues to support the district where she went to school. While COVID-19 impacted children and families around the country, Sunnyside students faced an even more challenging situation, given the large numbers of parents who work in the restaurant and hotel industries, which suffered disproportionately. The Invest in Others grant allowed the district to ensure families didn’t go hungry.

My focus is really to bring resources to supplement the educational experience. We need to solve for basics like food insecurity to enable students to think about the next level of education and what careers are available to them, so they can shoot for the stars.
Michael Deutsch with Memphis Inner City Rugby team
Invest in Others Award Honoree

Michael Deutsch

Michael Deutsch has a deep passion for Memphis Inner City Rugby (MICR). When he first learned about the program six years ago, the coaches lacked funding, community engagement, and even practice fields. Many of the student-athletes faced adversity daily, as they lived in some of the poorest zip codes in the southeast.

Despite these challenges, Michael was drawn to the program and threw himself into volunteering in a host of capacities. Current athletes ask the Executive Director what Michael’s official role is — is he the professional photographer? Is he our trainer? Does he work for MICR? These questions are proof of Michael’s commitment to the program and the athletes it serves. Michael’s commitment truly knows no bounds.