Envestnet Grant Program

About the Envestnet | IiO Grants for Good Program

Envestnet is teaming up with Invest in Others Charitable Foundation once again to provide a grant program exclusively for Envestnet advisors! Individuals may apply for a grant of up to $3,000 for a nonprofit they actively support. Winners will be announced at the Envestnet Advisor Summit on April 29, 2020.

This grant program provides an opportunity for financial advisors to secure funding for specific programs or projects on behalf of nonprofits that they support. Whether it’s an enhancement to an existing service or a new initiative, advisors can help to bridge funding gaps through this grant program, turning nonprofit dreams into reality.

Primary areas of commitment are arts & culture, education & youth programs, health & wellness, human services & economic development, hunger & poverty prevention, and military & veterans. Grant requests will be considered for program support, seed money, and capital improvements.

Applications must be received by April 10, 2020 and winners will be announced at Advisor Summit award ceremony on April 29, 2020.

Eligibility

Applicants must be a financial advisor that uses Envestnet and is attending Advisor Summit to qualify.

Applicants must pre-clear their completed application with their member firm or home office compliance department prior to participation.

Applicants must be currently working as financial planners (e.g., CFP®), registered representatives (e.g., Series 7), or registered investment advisors. Applicants must be active financial advisors, defined by spending at least 75% of the time providing financial consultation with clients. The advisor must be an active, current volunteer with the nonprofit organization.

Only qualified U.S.-based nonprofit organizations and educational institutions with tax exempt status granted under the Internal Revenue Code Section 501(c)(3) are eligible to receive grant donations.

Nonprofits that have previously received a donation from Invest in Others Charitable Foundation are eligible to apply.

Recipients of the 2019 Invest in Others | Envestnet Grant Program are not eligible to apply.

Questions?
For questions please email kaileen.cote@investinothers.org and she will respond in a timely fashion.

Upon clicking to apply below, you will be asked to create an account. Please click NEW USER if you have never applied for a program through Invest in Others before. Account creation will allow for proper tracking as well as provide you access to revisit or edit any information initially submitted.