- 2018: Grants for Good is introduced, providing an opportunity for advisors and industry professionals to secure funding for specific nonprofit projects or programs.
- 2019: IiO Golf Tournament is held annually the day of the Gala.
- 2019: Corporate Charitable Champions is launched to recognize advisory firms that give back to their communities to foster a culture of philanthropy.
- 2020: Grants for Change is established to provide funding to nonprofits that are creating or enhancing opportunities for communities of color.
- 2021: Invest in Others is on track to award nearly $1 million to charity in honor of its 15th anniversary.
