Invest in Others Charitable Foundation

About Invest in Others Charitable Foundation

Invest in Others is a 501(c)(3) Charitable Foundation that amplifies, celebrates, and inspires the charitable work of the financial services community by providing grants, recognition programs, and events to support nonprofits and communities.

Products & Services

Grant Program:Provides funding to meet critical needs of nonprofits and the communities they serve.

Invest in Others Awards:Recognizes and celebrates financial advisors making a difference.

Golf Tournament:A charitable event to kick off the Invest in Others Awards and support programming.

Specialties

Charitable Funding Recognition Programs for Financial Advisors Community Impact Initiatives

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Grant T: - FT: Grant	A: 2000000 MR: - FA: $2 million FAN: 2000000	D: 2025-11-03 FD: 2025-11-03	1 investors

Grant Latest

2025-11-03

$2.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

S

Stacy Bernstein

Head of Financial Intermediaries

D

David Canter

CEO of Finley Point Strategy LLC

J

Jennifer Connelly

Founder & CEO

M

Mark Connolly

Head of Global Strategic Relations at Nuveen

A

Amy Fritz

Executive Vice President

M

Mark Goldberg

Invest in Others Board Member

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