Explore Our Grant Opportunities

One Application. Two Opportunities.

Through our new, streamlined application, financial advisors can apply for grant funding on behalf of an eligible nonprofit at any time throughout the year. One application provides access to both grant funding opportunities and potential recognition through the annual Invest in Others Awards.

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How it Works

Advisors apply for grant funding of up to $25,000 for the nonprofit they care about. Within the same application, they can also opt in for consideration for additional funding and recognition through the Invest in Others Awards. One simple application. Two opportunities for funding.

1 Apply for Funding

Submit one application on behalf of an eligible nonprofit through our year-round grant program.

2 Receive Grant Support

Applications are reviewed for funding consideration, with grants awarded to at least 80 nonprofits annually.

3 Awards Gala Consideration

We’ve eliminated the separate Awards nomination process and integrated Awards consideration directly into our grant application. Grant recipients can choose to be considered for the Invest in Others Awards, with finalists selected based on application scores and additional criteria.

4 Celebrate Your Impact

Selected finalists will be recognized at the annual Invest in Others Awards Gala, where recipients will be honored across our Trailblazer, Emerging, Legacy, and Regional award categories.

Meet Our 2026 Award Recipients