Please read our FAQs carefully before emailing us. We receive many emails during the course of our programs and, while we return emails as quickly as possible, you are best served by following the information below.
What are the Key Dates?
- Nominations Open: February 28, 2022
- Nominations Deadline: Extended to April 11, 2022 at 8:00pm ET
- Applications Deadline: April 22, 2022
- Finalists Announced: July 11, 2022
- Winners Announced: September 29, 2022 at the IiO Awards Gala at the Westin Boston Seaport District in Boston.
How do I nominate a financial advisor for the Invest in Others Awards?
Click here to submit a nomination. If you’ve never created a username or password for Invest in Others, create a new profile by clicking on “New User?” button under the email text box. If you have a username and password, please login to access the nomination form. Answers to frequently asked technical support questions can be found below.
Will multiple nominations increase the advisor’s chance of being selected?
No, multiple nominations will NOT increase an advisor’s chance of being selected as a finalist.
If an advisor is nominated by multiple individuals for the same nonprofit organization, the advisor will only be invited to complete one application.
Can a financial advisor be nominated for multiple charities?
No. If we receive nominations for one advisor and multiple nonprofits, the advisor will be asked to select only one nonprofit to complete an application for.
Who can nominate an advisor?
Anyone can nominate an advisor by sharing their contact information, the advisor’s contact information, and some basic information about the nonprofit. Advisors may also self-nominate.
What information do I need for the nomination?
You will be required to provide your contact information, the contact information for the advisor you’re nominating (including their personal FINRA/SEC CRD and broker-dealer/custodian), and the contact information for the nonprofit (including a contact name, email, and the organization’s tax ID). More details about nomination requirements.
What happens after I submit a nomination?
We will review the nomination to ensure the advisor and the nonprofit meet our eligibility criteria. Once this is verified, the advisor and nonprofit will be invited to complete a more detailed application on a rolling basis.
How can I find the charity’s tax ID?
This information is publicly available through Charity Navigator, GuideStar, and the IRS. You can also obtain the Tax ID number directly from the charity. The Tax ID is required to confirm the charity is recognized by the IRS as a 501(c)(3) nonprofit organization. We reserve the right to request a copy of the organization’s 501(c)(3) determination letter to verify eligibility.
What’s the difference between a nomination and an application?
The nomination is a simpler way to collect contact information and pre-screen nominees. The application is more in-depth and asks questions relating to the advisor’s service with the nonprofit and requires supporting documentation including a letter of recommendation and photos. Only completed applications that are accompanied by all supporting materials will be considered.
Can I nominate more than one financial advisor?
There is no limit to the number of advisors someone can nominate. Simply follow the nominate link, log in, and submit additional nominations.
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