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Invest in Others (IiO) Awards

Awards to USA Financial Advisors to Recognize
Positive Charitable Impacts on their Communities

Agency Type:

Foundation / Corporation

Funding Source:

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Invest in Others (IiO) Charitable Foundation

Deadline Date:



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Awards of $10,000, $40,000 and $50,000 to recognize USA financial advisors who are making positive charitable impacts on their communities. Nominations are invited on behalf of financial advisors who have shown significant dedication, contribution, leadership, inspiration, and impact on a nonprofit and the community that it serves.

Applicants will be asked to select one of the following award categories that best describes their charitable work:

  • Catalyst Award: Presented to an advisor who has been an active stimulus for positive change and displayed entrepreneurial vision and leadership to a nonprofit organization for at least 3 years. This may have been demonstrated by rejuvenating an organization from failing to thriving or helping to launch a new nonprofit organization.
  • Community Service Award: Presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization for at least 3 years. He or she has not only contributed to the long-term sustainability of the nonprofit, but also has an established record of motivating and inspiring others. This includes serving with distinction as a fundraiser, board member, or other executive position.
  • Global Impact Award: Presented to an advisor who has made a lasting impact on a community in another country by actively serving as a volunteer for at least 3 years with a charity whose primary mission is to help those who live outside the United States.
  • Volunteer of the Year Award: Presented to an advisor who has worked hands-on as a volunteer for a nonprofit for at least 3 years,giving of their time, talent, and energy to make a lasting impact on the organization, those it serves, and the community at large.
  • Lifetime Achievement Award: Presented to an advisor who has made a profound contribution to a nonprofit organization through an established history of distinguished service, where he or she exhibited leadership, provided inspiration, and gained recognition and respect from peers and the community over a period of at least 20 years, helping the organization evolve and creating a lasting impact on the future of the organization.

GrantWatch ID#:

GrantWatch ID#: 180222

Number of Grants:

Three finalists and one winner will be chosen in each of the five categories.

Estimated Size of Grant:

Finalists will receive $10,000, winners will receive $40,000, and the Lifetime Achievement Award winner will receive $50,000.

Additional Eligibility Criteria:

Nominees must be currently working as financial planners (e.g., CFP®), registered representatives (e.g., Series 7), or registered investment advisors AND be actively registered with FINRA or the SEC. Nominees must have been working in this capacity for a minimum of three years. Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years.

Advisors who have previously received a financial award (finalists and winners) can be nominated after seven years from the award date. There is no limit to the number of times an advisor may be nominated if they have not been previously selected as an award finalist or winner. Exceptions to this seven-year rule include advisors that apply for a different award category through a different charity.

Only qualified U.S.-based nonprofit organizations and educational institutions with tax-exempt status granted under the Internal Revenue Code Section 501(c)(3) are eligible to receive award donations. The Tax ID# is required to confirm the nonprofit is a charitable organization recognized by the IRS as a 501(c)(3). Exceptions to this include charitable organizations/foundations that serve as the charitable arm of for-profit corporations (for example, the Starbucks Foundation affiliated with Starbucks Corp.). Rotary clubs are eligible if they have a 501(c)(3) charitable foundation. (Note: The club itself is not eligible, the club’s foundation is. Therefore you must provide the Tax ID for the foundation, not the club.).

Pre-Application Information:

Nominations for the 2020 Invest in Others Awards are now open! You may submit a nomination at this time, but please note that the Foundation will not be communicating with any nominees or inviting them to complete an application (part 2) until late January 2020.

The nominations deadline is Friday, April 3, 2020.

The application deadline is Friday, April 17, 2020.

2020 finalists will be notified in July. The Foundation will announce the winners at the Invest in Others Awards Gala on September 24, 2020.

You can nominate more than one advisor. Advisors may also self-nominate.


Contact Information:

Before starting your grant application, please review the funding source's website listed below for updates/changes/addendums/conferences/LOIs.

Online nomination information and form:

For questions please email or call (781) 304-4812.

Invest in Others Charitable Foundation
275 Grove Street, Suite 2-400
Newton, MA 02466

URL for Full Text (RFP):

Geographic Focus:

USA: Alabama;   Alaska;   Arizona;   Arkansas;   California;   Colorado;   Connecticut;   Delaware;   Florida;   Georgia;   Hawaii;   Idaho;   Illinois;   Indiana;   Iowa;   Kansas;   Kentucky;   Louisiana;   Maine;   Maryland;   Massachusetts;   Michigan;   Minnesota;   Mississippi;   Missouri;   Montana;   Nebraska;   Nevada;   New Hampshire;   New Jersey;   New Mexico;   New York City;   New York;   North Carolina;   North Dakota;   Ohio;   Oklahoma;   Oregon;   Pennsylvania;   Rhode Island;   South Carolina;   South Dakota;   Tennessee;   Texas;   Utah;   Vermont;   Virginia;   Washington, DC;   Washington;   West Virginia;   Wisconsin;   Wyoming

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