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
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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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January 2021 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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Invest In Others Charitable Foundation Elects Three New Board Members
Stacy Bernstein, Greg Cornick and Corey Walther Join the Nonprofit’s Board Andover, Mass. – February 1, 2021– The Invest in
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Gregory Cornick
Invest in Others Board Member Joined December 2020 President, Advice and Wealth Management Advisor Group Greg Cornick is President, Advice
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Corey Walther
Invest in Others Board Member Joined December 2020 President Allianz Life Financial Services As president of Allianz Life Financial Services,
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Stacy Bernstein
Invest in Others Board Member Joined December 2020 Head of Financial Intermediaries American Century Investments Stacy Bernstein is Head of
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Invest in Others Awards Six Grants As Part Of Its Inaugural Grants For Change Program
Initiative Provides More than $125,000 to Diverse Programs in Underserved Communities ANDOVER, Mass. – Dec. 14, 2020 –The Invest in
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Stocks in the Future: Grants for Change Winner
Stocks in the Future $25,000 towards expanding its financial literacy curriculum Grant Secured by Amir Reda | T. Rowe Price
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Rho Education Foundation: Grants for Change Winner
Rho Education Foundation $10,000 towards Financial Literacy Enhancement Initiative Grant Secured by Thomas Watkins | Lincoln Investment Why did you
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Rainbow Village: Grants for Change Winner
Rainbow Village $25,000 towards Paving Paths from Homelessness Program Grant Secured by Scott Phelan | Morgan Stanley Why did you
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Literacy Institute for Financial Enrichment: Grants for Change Winner
Literacy Institute for Financial Enrichment $25,000 towards Youth Save & Invest for the Future Program Grant Secured by Lanta Evans-Motte
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Catch the Next: Grants for Change Winner
Catch the Next, Inc. $25,000 towards Ascender Program Grant Secured by Lillian Gray | Bank of America Why did you
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ARISE2Read: 2020 Grants for Change Winner
ARISE2Read $15,720 towards "Books for Keeps" Program Grant Secured by Keri Gage | UBS Financial Services Why did you become
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David Canter of Fidelity and Eric Clarke of Orion to Run in 2020 Virtual Boston Marathon for Invest in Others Charitable Foundation This September
Funds Raised to Support Newly Launched Grants for Change Program ANDOVER, Mass. – August 31, 2020 –The Invest in Others
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Invest in Others Launches Grants for Change Program
Grants of up to $25,000 will go to Nonprofits that Work to Enhance Opportunities for Communities of Color ANDOVER, Mass.
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Lisa Policare
2020 Community Service Award Finalist Lenape Valley Foundation Penn Wealth Planning LPL Financial Lenape Valley Foundation works with members of
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Duane Chaney
2020 Community Service Award Winner Lee Health Foundation Arch Capital Advisory Group of Raymond James The Lee Health Foundation raises
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