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Invest in Others

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Who We Are

Now in its 15th year,
Invest in Others recognizes individual advisors and firms that are making a difference by donating their time and money to causes they care about, in communities across the country and around the world.

Our Teams

Board Members

IiO
Team

Judges

History of IiO

Timeline

2006

Invest in Others founded

  • 2006: Invest in Others is LPL Financial’s national conference theme in 2006.
  • 2006: Financial advisors are encouraged to share their stories of philanthropy and community service, and the response is overwhelming.
  • 2006: Invest in Others is founded as a 501(c)3 public charity.
2007-2012

Invest in Others gains momentum through the Community Leadership Awards

  • 2007: Community Leadership Awards are launched to recognize advisors for their charitable work and the first Gala is held.
  • 2008-2012: Community Leadership Awards gain momentum as fundraising increases and diversifies.
2013-2017

Invest in Others begins to operate as an industry charity

  • 2013: Invest in Others hires its first executive director.
  • 2014: The organization expands to be inclusive of senior industry leaders representing broker-dealers, custodians, fund companies, and other industry organizations.
  • 2017: IiO rebrands in 2017 and changes the name of the Community Leadership Awards to the Invest in Others Awards.
2018-Present

Invest in Others reaches new heights

  • 2018: Grants for Good is introduced, providing an opportunity for advisors and industry professionals to secure funding for specific nonprofit projects or programs.
  • 2019: IiO Golf Tournament is held annually the day of the Gala.
  • 2019: Corporate Charitable Champions is launched to recognize advisory firms that give back to their communities to foster a culture of philanthropy.
  • 2020: Grants for Change is established to provide funding to nonprofits that are creating or enhancing opportunities for communities of color.
  • 2021: Invest in Others is on track to award nearly $1 million to charity in honor of its 15th anniversary.