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Grant Program

Growing the charitable impact of financial advisors

We recently redesigned our Grant Program to make it easier for more financial advisors to apply for grant opportunities year-round on behalf of their favorite charities.

New Program Launches in 2027

More Impact

Our Grant Program gives financial advisors nationwide an easy way to secure critical funding for the charities they champion—helping bridge funding gaps, strengthen programs, and advance their missions.

More information coming soon.

2026 Presenting Sponsor