Eligibility Requirements
All applicants must meet the eligibility criteria below to submit an application. This information will be verified via BrokerCheck and ProPublica.
Financial Advisor
- Must be an active financial advisor, spending at least 75% of their time providing financial consultation to clients.
- Must have volunteered with the nonprofit for at least 12 months prior to applying.
- Past grantees and honorees are eligible to apply beginning January 2027, regardless of when they last received funding.
- Advisors may receive funding for up to three consecutive years, followed by a one-year waiting period.
- Awards Finalists and Recipients are eligible for recognition again after five years.
Nonprofit Requirements
- Must be a verified 501(c)(3) public charity in good standing with the IRS.
- Must have been established and received its IRS determination at least 12 months prior to the application.
Communications and updates regarding your submission will come from info@investinothers.org. Please add this email address as a safe sender to ensure you receive all correspondence.
