Who We Are

Thank you so much to the Invest in Others Foundation for recognizing and amplifying the amazing charitable work so many advisors are doing.

2022 Grants for Good Winner NJCDC

2022 Grants for Good Winner
NJCDC

Why We Matter

We provide a platform for financial professionals to make an impact on the causes they care about—channeling the philanthropy and volunteerism of the finance industry to make a difference where it’s needed most.

We provide critical funding for nonprofits, helping fill gaps left by shrinking budgets and growing need.

Our support helps these organizations grow and better serve vulnerable communities and under-resourced causes.

Our awards and grant programs recognize and amplify the charitable work of financial advisors, employees, and firms who support diverse nonprofits within their communities.

Our History

2006

Invest in Others founded

Invest in Others is LPL Financial’s national conference theme in 2006.

Financial advisors are encouraged to share their stories of philanthropy and community service, and the response is overwhelming.

Building on the positive response to the theme, LPL founds Invest in Others as a 501(c)3 public charity.

2007

Community Leadership Awards launched

Community Leadership Awards are launched to recognize advisors for their charitable work. The first Gala is held in New York City.

2008

Invest in Others begins to operate as an industry charity

Community Leadership Awards gain momentum as fundraising increases and diversifies. Additional funds are raised from various broker/dealers and custodians, investment banks, and other industry firms.

2013

Invest in Others differentiates

Invest in Others starts to differentiate from LPL, and hires its first executive director in 2013.

2014

Activities are managed entirely by Invest in Others

By 2014, the activities of the organization are managed entirely by IiO staff and its board, which is comprised of senior leaders representing broker-dealers, custodians, fund companies, and other industry organizations.

2017

Invest in Others rebrands

IiO rebrands and changes the name of the Community Leadership Awards to the Invest in Others Awards.

2018

Invest in Others expands programs and events

Invest in Others Awards Gala relocates from New York City to Boston.

2018

Grants for Good program introduced

The Grants for Good program is introduced, providing an opportunity for advisors and industry professionals to secure funding for specific nonprofit projects or programs.

2019

First Golf Tournament is held

The first IiO Golf Tournament is held to raise additional funds to support new programs, and it is now held annually the day of the Gala.

2019

Charitable Champions program launched

The Corporate Charitable Champions program is launched to recognize advisory firms that give back to their communities by fostering a culture of philanthropy.

2020

Grants for Change program established

The Grants for Change program is established to provide funding to nonprofits that are creating or enhancing opportunities for communities of color. Any individual working in financial services is eligible to apply.

2021

Invest in Others reaches new heights

For the first year ever, Invest in Others awards $1 million to charity in honor of its 15th anniversary.

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How We Work

1

Corporations and individuals from the financial services industry generously sponsor our programs and events or donate directly to Invest in Others, knowing their contributions will support nonprofits serving under-resourced communities and causes.

2

Financial professionals apply for grants and awards from Invest in Others on behalf of the nonprofits they support.

3

Our grant and recognition programs provide critical funding for nonprofits and recognize financial professionals and firms for their philanthropic work.

Invest in Others
Awards

Recognize and celebrate financial advisors making a difference.

Charitable
Champions

Recognize financial advisory firms that promote a culture of philanthropy.

Grants for
Good

Funding to meet the critical needs of nonprofits.

Grants for
Change

Funding specifically for nonprofits serving communities of color.

Financial Advisors Financial Advisory Firms Financial Services Employees Eligible Monetary Award Recognition Award
4

Support from Invest in Others creates a ripple effect in communities, helping generate additional donor support, visibility, and legitimacy for nonprofits that are making a difference.

Invest in Others surveys all nonprofits who receive our grants after six months to learn about the grant’s impact.

of nonprofits gained additional volunteers

of nonprofits raised additional funds

of nonprofits saw increased community awareness

Board of Directors

Our Board of Directors is composed of senior executives from a diverse range of firms and organizations within the financial advisory industry, each of whom provides leadership and expertise as our organization continues to grow.

Meet Our Board

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

Support Us

2017 Global Community Impact Award Finalist Michael Altman Flying Doctors of America

2017 Global Community Impact Award Finalist Michael Altman
Flying Doctors of America

Illustration of man and woman holding a check with a blue ribbon