Charitable Champions

IiO Charitable Champions

Recognizing Financial Advisory Firms That Give Back

Since 2015, Invest in Others has acknowledged the importance of encouraging philanthropy at a firm-wide level through our Corporate Philanthropy Award, which was presented annually at the Invest in Others Awards Gala. Inspired by a growing interest in this award category from advisory firms, we have decided to develop a more robust corporate recognition program to enable us to spotlight more of these firms than ever before.

Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.

The IiO Charitable Champions List will return in 2021. In the meantime, learn more about the IiO Awards, Grants for Good, and Grants for Change programs.

Not only is this a chance to tell us about your good works, but if recognized by IiO, this is an incredible opportunity to bring credibility to your philanthropic programs through peer recognition, help improve employee morale, and also serve as a talking point with clients and prospective new hires. The list is distributed through InvestmentNews and Barron’s in December at the height of the “giving season.”

To be eligible for consideration, firms must meet all of the following criteria:

• Must be in business for a minimum of 1 year
• Have a minimum of 10 employees in the United States. All employees in your company should be included in your employee count, not just your financial advising department.
• Be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker-dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA. Firms should directly provide financial advice to households or organizations.