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.
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.
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.
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.
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.
Invest in Others differentiates
Invest in Others starts to differentiate from LPL, and hires its first executive director in 2013.
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.
Invest in Others rebrands
IiO rebrands and changes the name of the Community Leadership Awards to the Invest in Others Awards.
Invest in Others expands programs and events
Invest in Others Awards Gala relocates from New York City to Boston.
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.
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.
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.
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.
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.
How We Work
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.
Financial professionals apply for grants and awards from Invest in Others on behalf of the nonprofits they support.
Our grant and recognition programs provide critical funding for nonprofits and recognize financial professionals and firms for their philanthropic work.
Invest in Others
Recognize and celebrate financial advisors making a difference.
Recognize financial advisory firms that promote a culture of philanthropy.
Funding to meet the critical needs of nonprofits.
Funding specifically for nonprofits serving communities of color.
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.