Financial Advisors Giving Back to Communities

There are people across the country and around the world that need help, with needs that vary from health to education to hunger prevention and many more. Philanthropy is critical to meeting those needs.

We recognize that financial advisors are well placed to help others with business acumen, leadership skills, and access to a vast network of professionals. Since our founding in 2006, we’ve heard thousands of stories about the ways that advisors are utilizing their resources to make an impact in their communities. These stories deserve to be told.

Invest in Others recognizes and rewards advisors for charity work, highlighting those that donate time and money and demonstrate their commitment to causes that matter to them. Through the Invest in Others Awards, our flagship program, we put a spotlight on this work in the advisory industry and beyond—inspiring others, raising awareness, and channeling resources to non-profits.

Financial advisors may be nominated for the annual Invest in Others Awards in one of five distinct categories that acknowledge the different ways advisors contribute to and make an impact on non-profits in their communities. Invest in Others not only makes charitable contributions of up to $25,000 to the designated charities of finalists and winners, but also provides a platform for advisors to bring greater awareness and visibility to these organizations.

There are three easy ways to get involved with Invest in Others: nominate yourself or another advisor for the Invest in Others Awards, make a tax-deductible donation to our organization, or consider a corporate sponsorship for the annual Invest in Others Awards Gala in New York City.




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