Tag: Article

3 Tips for Hosting a Successful Fundraiser

Brenda Blisk has always believed in the importance of giving back. But 10 years ago, the McClean, Virginia-based financial advisor was ready to support her community in a more focused way, creating a fundraising event that would also help with building her small business.   She thought carefully …Read More

Carrie Coghill: Fighting for Women’s Health

Women’s History Month isn’t just a time to pay tribute the fearless female leaders who have inspired so many. It’s an opportunity to celebrate women who are actively making a difference in our world today. At Invest in Others, we’re grateful to support charities that uplift women …Read More

Ensure That Your Giving Does the Most Good After a Disaster

In times of crisis, Americans consistently show their generosity, opening their hearts and wallets in the aftermath of major natural disasters like hurricanes, earthquakes, wildfires and equally devastating manmade disasters—both at home and abroad. According to the Indiana University Lilly Family School of Philanthropy, almost half of …Read More

Five Reasons to Share Your Story

To all the financial advisors who might be hesitant to share your story as a nominee for the Invest in Others Awards, we understand how you feel. We hear it all the time. It goes something like this: “I don’t do my charitable work in order to …Read More

Corporate Philanthropy Can Make Your Giving Go Further

With Thanksgiving only weeks away, many companies are considering how to give back to the larger community. But instead of making a one-time, end-of-the-year donation, your business would be wise to consider instituting a formal corporate philanthropy program, also known as corporate social responsibility (CSR). A CSR program …Read More

Are You Ready For Financial Planning Week?

It’s autumn—the season of fall foliage, pumpkin-spiced lattes, and ghosts, goblins and ghouls. But did you know that Halloween isn’t the only October event that requires some preparation? Financial planning week—observed during the first week of October—is designed to raise awareness about things like investing, saving for retirement …Read More

Meet Invest in Others’ 15 Advisor Finalists

Every year, as we approach award season, we are blown away by the generosity of our finalists—financial advisors who give their precious time to support so many important causes, from funding cancer research, to teaching financial literacy, providing educational opportunities for at-risk youth and offering greater resources …Read More