Nomination Process Archives

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 …Read More

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.Read More

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 …Read More

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.Read More

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.Read More