As we wrap a remarkable 2025, the Invest in Others Charitable Foundation team is filled with gratitude, pride, and excitement for what lies ahead. This year has been a powerful demonstration of what’s possible when generosity meets purpose and community. Our mission: to amplify, celebrate, and inspire the charitable work of the financial services community, has never felt more alive.
2025: A Year of Growth and Deepened Impact
Thanks to our supporters, sponsors, volunteers, advisors, and nonprofit partners:
- We continued to honor extraordinary philanthropic leadership through our Invest in Others Awards, spotlighting financial professionals who are making lasting change across communities nationwide.
- Our grant programs — Grants for Good and Grants for Change helped channel critical funding to nonprofit partners addressing vital needs in education, health, human services, hunger relief, veterans’ support, and more.
- We now steward over $5 million in assets, expanding our capacity to support even more causes that matter.
- Inspiring stories of impact were shared, from advisors turning personal loss into purpose, to nonprofits creating inclusive opportunity and resilience in their communities.
Your generosity helped amplify the ripple effects of compassion and charity, where meaningful contributions create momentum, visibility, and further opportunities for impact.
2026: A Milestone Year: Celebrating 20 Years of Investing in Others
2026 marks a special milestone: 20 years! Since 2006, the foundation has championed generosity, highlighted the power of financial professionals as philanthropists, and supported hundreds of nonprofits serving communities near and far.
As we step into this anniversary year, we’re gearing up for:
🌟 Expanded impact and new strategic initiatives, including focus areas like mental health and environmental protection that reflect today’s urgent needs.
📅 A robust lineup of grant and award cycles, including the Invest in Others Awards with nominations opening early in 2026.
🤝 Deeper partnerships with financial professionals and supporters who share our vision of thriving communities powered by empathy and action.
Thank You for Being Part of Our Journey
None of this would be possible without YOU, our community of generous advisors, industry partners, nonprofit leaders, sponsors, volunteers, and friends. Together, we’re proving that when we invest in others, we ignite real, lasting impact.
Here’s to a joyful close of 2025 and a transformative 20th anniversary year in 2026!
