Thought Leadership

Beyond the Financial Plan: Celebrating Advisors Who Invest in Their Communities

Each year, World Financial Planning Day recognizes the value of financial planning and the professionals who help individuals and families build stronger…

May 28, 2026

Why Charitable Conversations Are Becoming Essential for Financial Advisors

In today’s increasingly competitive wealth management landscape, differentiation matters more than ever. Advisors are navigating an environment where investment products, portfolio strategies,…

May 20, 2026

What Nonprofit Leaders Can Learn from Financial Advisors

It's graduation season and Invest in Others is proud to share that Chief Marketing Officer Emily Burns Perryman recently completed the Harvard…

April 29, 2026

AI, trust, and the human edge: Why charitable engagement is a competitive advantage for advisors

In an era where AI is transforming every corner of financial advice, one question matters more than ever: what builds trust?In this…

April 13, 2026

5 Reasons Financial Literacy Matters, and Why Financial Advisors Play a Critical Role

Financial Literacy Month is a timely reminder that understanding money isn’t just helpful, it’s essential. From budgeting basics to long-term investing, financial…

April 8, 2026

Financial Literacy Month Is a Call to Action, Not Just a Moment

National Financial Literacy Month is more than a moment; it’s a reminder of the critical role education plays in building long-term financial…

March 18, 2026

Purpose, Legacy, and Leadership Beyond the Numbers: A Conversation with CEO Sheena Gray

In today’s financial advisory landscape, success is increasingly defined by more than portfolio performance or market insight. For many advisors, particularly those…

December 22, 2025

As 2025 Comes to a Close: Thank You & Here’s What’s Next!

As we wrap a remarkable 2025, the Invest in Others Charitable Foundation team is filled with gratitude, pride, and excitement for what…

October 29, 2025

Finding Purpose in Giving: How Supporting a Nonprofit Can Elevate Your Career

By: Emily Burns Perryman As November arrives, it naturally invites reflection, on what we’re thankful for, on how far we’ve come, and…