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 with charities across the country and around the world.

Nominations Open: February 28, 2022
Nominations Deadline: April 1, 2022
Finalists Announced: July 11, 2022
Winners Announced: September 29, 2022
Open to: Financial Advisors

CHARITABLE CHAMPIONS

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

Application Opens: April 8, 2022
Application Deadline: May 11, 2022
Winners Announced: June 13, 2022
Open to: Financial Advisory Firms

Grants for Good

provide funding to meet the critical needs of nonprofits and respond to challenges as they arise.

Application Opens: January 4, 2022
Application Deadline: January 24, 2022
Recipients Announced: February 24, 2022
Open to: Anyone working in the financial services industry

Grants for Change

provide funding to nonprofits that are working to create and enhance opportunities for communities of color.

Application Opens: October 7, 2022
Application Deadline: October 28, 2022
Recipients Announced: December 5, 2022
Open to: Anyone working in the financial services industry