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 …Read More
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.Read More
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 …Read More
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.Read More
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.Read More