Finalists will be selected based on their accomplishments and impact on the nonprofit and community it serves.
Dedication: Did the advisor volunteer significant personal time and actively work with nonprofit staff and/or members of the community and/or those served by the nonprofit? Consider hours volunteered per month …Read More
An unbiased third party reviews all completed applications. The top 10 nominations per category are forwarded as “blind” nominations (the nominee’s name, firm name, and broker-dealer/custodian are removed) to a judging committee of industry professionals. The judging committee selects three finalists (including one winner) in each category. …Read More