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April 6, 2023

Thank you IiO Judges!

We're continuing #nationalvolunteermonth with a big thank you to the industry volunteers who helped judge our programs in 2022. We are so…
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April 6, 2023

Thank you to the IiO Board!

April is National Volunteer Month and we want to start the month with some gratitude for our Board Volunteers. Their continued leadership…
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July 10, 2022

2022 IiO Awards Finalists

Catalyst• Evan Deoul of Bernstein Private Wealth Management in West Palm Beach, Fla., for Philanthropy Tank• Charles Dunn of Charles R. Dunn…
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June 13, 2022

2022 Charitable Champions

Congratulations to the 10 financial advisory firms for being named Charitable Champions! This annual list recognizes companies that give back to their…
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February 22, 2021

January 2021 Grant Program

Last month, Invest in Others provided an opportunity for advisors to apply for a grant on behalf of nonprofits who were struggling…
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