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
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
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
David Fisher, Mary Pat Roenbeck, Abby Salameh and Craig Young join the IiO Board Invest in Others Charitable Foundation Elects 2022 Officers and Welcomes Four New Board Members Andover, Mass. – March 14, 2022 – The Invest in Others Charitable Foundation (“Invest in Others”) announced today that its Board …Read More
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
Initiative Provides More than $125,000 to Diverse Programs in Underserved Communities ANDOVER, Mass. – Dec. 14, 2020 –The Invest in Others Charitable Foundation (“Invest in Others”), a nonprofit dedicated to furthering and amplifying the charitable work of financial professionals and their firms, has awarded more than $125,000 to …Read More
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
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
Organizations Are Leading Through Disruption to Deliver Services For-profit business owners and workers aren’t the only segments of the U.S. population struggling to contain the economic fallout from the coronavirus pandemic. In the past three months, nonprofits have been at the epicenter of unprecedented crisis, straining to provide …Read More
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