The Invest in Others Awards Gala

12th Annual Awards Gala

Thursday, September 27, 2018

Westin Boston Waterfront, Boston
6:00 p.m. Cocktail Reception | 7:00 p.m. Dinner & Awards

The financial advice industry comes together each year at the Invest in Others Awards Gala to celebrate the incredible ways that advisors and firms give back to their communities. Please save the date for our 12th annual Gala and join us as we continue to impact communities around the world.

  • The Gala

    The Gala

    The advisors and companies we recognize each year demonstrate leadership and dedication as they make lasting impacts in communities across the country and around the world. Awards are presented at our signature event, the Invest in Others Awards Gala. Nearly 600 advisors and financial services executives attend this premier event each year to celebrate the individuals and companies that actively give back to their communities.

    2017 Awards Winners and Finalists

  • Awards Program

    Awards Program

    Since our founding in 2006, Invest in Others has recognized 57 winners and 121 finalists, partnered with more than 155 charities, shared hundreds of inspirational stories, and donated over $2 million to causes that financial advisors and firms care so much about.

    50 winners
    140 charities
    $2 million+ donated
    161 sponsors
    4,000 event attendees

    Learn More About the Awards Program

  • Award Categories

    Award Categories

    Awards will be presented this year in seven categories:

    • Catalyst
    • Community Service
    • Global Community Impact
    • Volunteer of the Year
    • Lifetime Achievement
    • Corporate Philanthropy – Advisory Firms
    • Corporate Philanthropy – Financial Institutions

    Learn More About Award Categories

  • Event Highlights

    Event Highlights

    Planning is underway for this year’s Gala, which is sure to be a memorable evening. Highlights include:

    • Cocktail reception
    • Silent and live auction
    • Award presentations in seven categories
    • …and much more!

    Guy Adami of CNBC’s Fast Money will serve as our Master of Ceremonies.

  • Where Are They Now?

    Where Are They Now?

    Catch up with some of our past winners and finalists:

    Karen Altfest – 2012 Winner – New York Common Pantry
    Paul Martel – 2010 Winner – FIBUSPAM (Clinica Dulce Refugio)
    Rob Shick – 2015 Winner – Oregon Health & Science University Foundation
    Scott Sweat – 2012 Winner – David’s Hope International
    Elizabeth Veterano – 2008 Winner – Crisis Shelter of Lawrence County

2018 Top Sponsors

Merrill Lynch

The Invest in Others Awards Gala is made possible thanks to the generosity of our sponsors in the financial advisory industry.



Be a part of the effort to promote philanthropy in the financial advisory industry by becoming a sponsor today.



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