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Scott Cohen
2020 Volunteer of the Year Award Finalist Camp Ronald McDonald for Good Times Northwestern Mutual Camp Ronald McDonald for Good
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Michael J. Martin
2020 Global Impact Award Winner Be Like Brit ELM Wealth Management at Raymond James Be Like Brit serves the children
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Gerard Duphiney
2020 Global Impact Award Finalist Mission Madera Duphiney Financial Network LPL Financial Mission Madera strives to put faith into action
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Frederick P. Baerenz
2020 Global Impact Award Finalist David’s Hope International AOG Wealth Management Charles Schwab & TD Ameritrade Institutional David’s Hope International
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David Tornetto
2020 Community Service Award Finalist Ronald McDonald House Charities of St. Louis Nexstep Financial Group, LLC Equitable Ronald McDonald House
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Invest in Others Charitable Foundation Elects Four New Board Members
ANDOVER, Mass., June 30, 2020 -- The Invest in Others Charitable Foundation ("Invest in Others") announces the election of four
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Invest in Others Awards Grants to Eight Charities Impacted by COVID-19
Click Here to View All Recipients Organizations Are Leading Through Disruption to Deliver Services For-profit business owners and workers aren’t
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Spring 2020 Grant Program
Last month, Invest in Others provided an opportunity for advisors to apply for a grant on behalf of nonprofits who
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Angela Xavier
Invest in Others Board Member Joined May 2020 EVP, IAS Relationship Management LPL Financial Angela Xavier is the Executive Vice
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Cathy Saunders
Invest in Others Board Member Joined June 2020 Head of Public Policy and Advocacy Putnam Investments Ms. Saunders is Head
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Michael Keenan
Invest in Others Board Member Joined June 2020 President MFS Fund Distributors, Inc. Michael Keenan is president of MFS Fund
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Ray Hennessey
Invest in Others Board Member Joined May 2020 President & CEO JConnelly An accomplished journalist and business leader, Ray oversees
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Here’s How Financial Firms are Helping to Support Coronavirus Relief
From wars to natural and manmade disasters, Americans have a long tradition of helping others in their time of need.
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5 Ways to Give Back During the Coronavirus Crisis
To prevent the further spread of COVID-19, most Americans are adjusting to a new reality, shut out of schools, workplaces,
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Invest in Others Charitable Foundation Elects 2020 Executive Committee and New Board Members
Andover, Mass. – March 9, 2020– The Invest in Others Charitable Foundation (“Invest in Others”) announces the election of its
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Mark Connolly
Invest in Others Board Member Joined March 2020 Head of Global Strategic Relations Nuveen Mark is responsible for strategic firm
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Beyond Borders: Why Global Giving Matters
Giving is personal. Some people give to causes they can relate to. Others respond to needs they see in their
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Winter 2020 Grant Program
The Invest in Others Grants for Good Program was introduced in 2018 with the goal of funding specific programs or
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Three Reasons to Share Your Story With Invest in Others
To all the financial advisors who might be hesitant to share your story as a nominee for the Invest in
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Brian Hamburger
Invest in Others Board Member Joined December 2019 President & CEO MarketCounsel Brian is the Founder, President and CEO of
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Maureen Duff
Invest in Others Board Member Joined December 2019 Managing Director, Global Head of Marketing BNY Mellon Pershing Maureen Duff is
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5 Ways to Make Your Company a Charitable Champion
The holiday season is for spending time with friends and family and giving back. In this spirit, we have announced
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December 2019 Grant Program
The Invest in Others Grants for Good Program was introduced in 2018 with the goal of funding specific programs or
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2019 Invest in Others Charitable Champions List Announced
Twenty Financial Advisory Firms Earn National Recognition for Excellence in Corporate Philanthropy Newton, Mass. – December 9, 2019 –The Invest
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Matt Pisani
2020 Catalyst Award Finalist Clean Slate Living Lincoln Investment Clean Slate Living is a New York-based nonprofit whose mission is
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Seth Coren
2020 Catalyst Award Finalist Peter Stuyvesant Little League, Inc. Morgan Stanley Private Wealth Management The Peter Stuyvesant Little League (PSLL)
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Lynette Atchley
2020 Catalyst Award Winner Rebirth Homes CPA Financial Advisors, Inc. Cetera Financial Specialists Rebirth Homes provides homes for survivors of
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Lynn L. Chen-Zhang
2020 Lifetime Achievement Award Winner Western Michigan University Foundation Zhang Financial Charles Schwab, LPL Financial & TD Ameritrade Institutional Western
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Tracye Caughell
2020 Lifetime Achievement Award Finalist Children’s Musical Theatre of Bartlesville, Inc. Caughell Rodgers Investments Commonwealth Financial Network The Children’s Musical
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Brian Robinson
2020 Volunteer of the Year Award Winner The Florida Dream Center, Inc. UBS Financial Services, Inc. The Florida Dream Center
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Maureen Kerrigan
2020 Volunteer of the Year Award Finalist Star Kids Scholarship Program RBC Wealth Management – U.S. Star Kids Scholarship Program
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Scott Cohen
2020 Volunteer of the Year Award Finalist Camp Ronald McDonald for Good Times Northwestern Mutual Camp Ronald McDonald for Good
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Michael J. Martin
2020 Global Impact Award Winner Be Like Brit ELM Wealth Management at Raymond James Be Like Brit serves the children
Read More
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Gerard Duphiney
2020 Global Impact Award Finalist Mission Madera Duphiney Financial Network LPL Financial Mission Madera strives to put faith into action
Read More
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Frederick P. Baerenz
2020 Global Impact Award Finalist David’s Hope International AOG Wealth Management Charles Schwab & TD Ameritrade Institutional David’s Hope International
Read More
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David Tornetto
2020 Community Service Award Finalist Ronald McDonald House Charities of St. Louis Nexstep Financial Group, LLC Equitable Ronald McDonald House
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Invest in Others Charitable Foundation Elects Four New Board Members
ANDOVER, Mass., June 30, 2020 -- The Invest in Others Charitable Foundation ("Invest in Others") announces the election of four
Read More
Read More

Invest in Others Awards Grants to Eight Charities Impacted by COVID-19
Click Here to View All Recipients Organizations Are Leading Through Disruption to Deliver Services For-profit business owners and workers aren’t
Read More
Read More

Spring 2020 Grant Program
Last month, Invest in Others provided an opportunity for advisors to apply for a grant on behalf of nonprofits who
Read More
Read More