Category: Blog

Thank you to the IiO Board!

April is National Volunteer Month and we want to start the month with some gratitude for our Board Volunteers. Their continued leadership and guidance makes it possible for us to fulfill our mission and invest in others! View the full list of our Board of Directors Read More

IiO Awards Nominations are Open!

Nominations are open for the 2023 Invest in Others Awards! Do you know of a Financial Advisor who is passionate about a cause and works with a nonprofit? Are you that advisor - you can nominate yourself! Why nominate? In addition to raising awareness for the cause you …Read More

IiO names R. Barkley Payne as new Executive Director

Payne has more than 20 years of experience as a nonprofit leader BOSTON—Feb. 1, 2023—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, announced today that it has appointed R. Barkley Payne …Read More

2022 Grants for Change Winners

Invest in Others Awards Funding to Nine Charities in its Third-Annual Grants for Change Program The grant program will provide $160,000 to nonprofits that provide support to underserved communities nationwide BOSTON—Dec. 5, 2022The Invest in Others Charitable Foundation (“Invest in Others”), a nonprofit dedicated to furthering and amplifying the …Read More

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