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.

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2022 Grants for Good Winner

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Invest in Others Awards

Recognizes the charitable work of financial advisors in communities across the country and around the world.

Open to Financial Advisors
Monetary Award
Nominations Open January 22, 2024
Nominations Deadline March 29, 2024
Finalists Announced July 15, 2024
Winners Announced September 19, 2024

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Charitable Champions

Recognizes financial advisory firms that give back by promoting a culture of philanthropy amongst their financial advisors and employees.

Open to Financial Advisory Firms
Recognition Award
Application Opens June 3, 2024
Application Deadline July 12, 2024
Winners Announced August 19, 2024

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Grant Program

Grants for Good and Grants for Change: Provides funding to meet the critical needs of nonprofits and respond to challenges as they arise.

Open to Financial Services Employees
Monetary Award
Application Opens September 15, 2023
Application Deadline October 27, 2023
Recipients Announced December 11, 2023

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Magnify your firm’s commitment to philanthropy and become an Invest in Others sponsor today.

Support Us

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