Award Categories

invest in others awards

The Invest in Others Awards honor the philanthropic spirit of financial advisors in five categories: Catalyst, Community Service, Global Community Impact, Volunteer of the Year, and Lifetime Achievement. Invest in Others also recognizes companies through the Corporate Philanthropy Award.

Award winners are recognized at the annual Invest in Others Awards Gala, held each September in New York City.

Catalyst Award

Presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a non-profit organization for at least 3 years. This may have been demonstrated by rejuvenating their organization from failing to thriving or helping to launch a new nonprofit organization.

Community Service Award

Presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization for at least 3 years. This includes serving with distinction as a fundraiser, board member, or other executive position.

Global Community Impact Award

Presented to an advisor who has made a lasting impact on a community in another country by actively serving as a volunteer for at least 3 years with a charity whose primary mission is to help those who live outside the United States.

Volunteer of the Year Award

Presented to an advisor who has made a significant impact on a non-profit as a volunteer of at least 3 years by creating, implementing, or managing a project or program that has moved the organization forward and has made a lasting impact on his or her community.

Lifetime Achievement Award

Presented to an advisor who has made a profound contribution to a non-profit organization through an established history of distinguished service, where he or she exhibited leadership, provided inspiration, and gained recognition and respect from peers and the community over a period of at least 10 years, helping the organization evolve and creating a lasting impact on the future of the organization.

Corporate Philanthropy Award

Presented to a company that has demonstrated an ongoing commitment to encouraging philanthropic activities amongst its employees, financial advisors and senior leaders. There are two award sub-categories: Advisory Firms and Financial Institutions.


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