Grants for Good
About the Invest in Others Grants for Good Program
The Invest in Others Grants for Good Program provides an opportunity for financial advisors to secure funding for specific programs or projects on behalf of nonprofits that they support. Whether it’s an enhancement to an existing service or a new initiative, advisors can help to bridge funding gaps through this grant program, turning nonprofit dreams into reality.
Primary areas of commitment are arts & culture, education & youth programs, health & wellness, human services & economic development, hunger & poverty prevention, and military & veterans. Grant requests will be considered for program support, seed money, and capital improvements.
COVID-19 Grant Eligibility
Applicants must be currently working as financial planners (e.g., CFP®), registered representatives (e.g., Series 7), or registered investment advisors and must be registered with FINRA or the SEC. Applicants must be active financial advisors, defined by spending at least 75% of the time providing financial consultation with clients. The advisor must be an active, current volunteer with the nonprofit organization.
Past grant recipients and IiO Awards winners and finalists are eligible to apply.
Only qualified U.S.-based nonprofit organizations and educational institutions with tax exempt status granted under the Internal Revenue Code Section 501(c)(3) are eligible to receive grant donations. U.S.-based nonprofits whose primary mission is to help those who live outside of the U.S. are not eligible for this particular program.
COVID-19 Grant Details:
Thank you for those who applied to our Spring Grants for Good Program. The application deadline has now passed. Decisions will be made by June 1, 2020.
For questions please email firstname.lastname@example.org and she will respond in a timely fashion.