Skip to content

About Us

Growing the Charitable Impact of Financial Advisors

Founded by industry leaders and supported by the financial services sector, we recognize advisors making a difference and fund the nonprofits they care about.

Our Mission

The Invest in Others Charitable Foundation mission is to amplify, celebrate, and inspire the charitable work of financial advisors.

Our Work in Action

Turn Generosity Into Lasting Impact

Here are some of the ways we bring our mission to life. Through these efforts, we’re strengthening the culture of giving within the financial advising industry, shining a light on advisors making a difference, and inspiring others to amplify their own charitable impact.

1 We Are Powered by Industry Support

Financial services firms, corporate sponsors, foundations, and donors support us through sponsorships, events, and charitable giving. Their involvement makes our work possible.
Donate Today

2 We Fund Nonprofits Advisors Care About

Financial advisors can apply for our grants, helping the nonprofits they care about receive critical funding, recognition, and national visibility.
Learn About our Grant Program

3 We Recognize Service and Impact

Our annual awards gala spotlights the charitable impact of financial advisors who have gone above and beyond. It's an evening of industry celebration that brings together leaders, nonprofits, and changemakers.
Learn About Our Gala

4 We Multiply Charitable Impact

Invest in Others award recognition and grant funding help nonprofits raise awareness, attract financial support, and expand their reach, creating lasting impact for the people and communities they serve.
See Our Impact

Since 2006

20 Years of Impact

For two decades, we have recognized financial advisors who make a difference beyond their daily work. What began as a celebration of generosity has grown into a national organization inspiring advisors to expand their charitable reach and community impact.

Advisor Impact

More Than Expertise

Because the impact of an advisor can reach far beyond the balance sheet.