What We Do

Our good works start with the thousands of financial advisors who invest in others—giving their time, know-how, and money to help those in need. From raising money for cancer research, to empowering women through financial education, to teaching children how to read, financial advisors truly make a difference in their communities. Through our programs and events, Invest in Others helps advisors make the most of their charitable work and have an even bigger impact.

IiO AWARDS

recognizes financial advisors who are making a difference in their communities.

Nomination Window: February 1, 2021 – April 2, 2021
Open to: Financial Advisors

Grants for Change

provides an opportunity for advisors & industry professionals to secure grant funding on behalf of nonprofits that provide opportunities for communities of color.

Application Window: April 26, 2021 – May 14, 2021
Open to: Financial Advisors & Industry Professionals

Grants for Good

provides an opportunity for advisors & industry professionals to secure grant funding on behalf of nonprofits in need.

Application Window: October 12, 2021 – October 29, 2021
Open to: Financial Advisors & Industry Professionals

CHARITABLE CHAMPIONS

recognizes financial advisory firms who instill philanthropy among their advisors and employees.

Application Window: 2021 program postponed to 2022
Open to: Financial Advisory Firms