The Invest in Others Charitable Foundation is pleased to announce the finalists for its Corporate Philanthropy Award in the categories of Advisory Firms and Financial Institutions as part of the 2016 Community Leadership Awards.
Now in its tenth year, the Community Leadership Awards program recognizes the charitable work of financial advisors and financial services firms in communities across the country and around the world. Invest in Others launched the Corporate Philanthropy Award in 2015 to recognize the importance of encouraging philanthropy at a corporate level. The organization received dozens of nominations this year from a diverse range of companies in the financial services industry.
Finalists were selected based on their community impact, contribution, inspiration, and incentives to encourage employees to give back. Each winner will receive a $1,000 donation from Invest in Others for a charity of its choice.
"Our 2016 corporate finalists are a wonderful mix of small advisory firms and large financial services companies based in different communities across the country. Each finalist creatively incentivizes its employees to give back through programs such as volunteer time off, matching gifts, and volunteer events. What's most striking is how successful these programs are – on average, 76% of employees and 82% of senior leadership participate - and the ten companies cumulatively volunteered 107,000 hours last year. The collective impact is incredible," said Megan McAuley, Executive Director & President of Invest in Others.
By award category, the 2016 Corporate Philanthropy Award finalists are:
Advisory Firms
- Budros, Ruhlin & Roe, Inc.
- The Kelly Group
- Lakeside Wealth Management
- North Star Resource Group
- Optivest Wealth Management
Financial Institutions
- Advisors Excel
- Ameriprise Financial, Inc.
- CNL Financial Group
- National Life Group
- Natixis Global Asset Management
Awards will be presented at the tenth annual Invest in Others Community Leadership Awards Gala, a premier event attended by over 500 financial advisors and financial services executives, on September 29, 2016 in New York City. In addition, five categories of awards will be presented to individual financial advisors in recognition of their philanthropic contributions. The Presenting Diamond Sponsor of the Gala is Fidelity Investmentsand Platinum Sponsors are Allianz, LPL Financial, Nuveen Investments, and TD Ameritrade.
About the Invest in Others Charitable Foundation
The Invest in Others Charitable Foundation is a 501(c)(3) non-profit that was founded by the financial services industry to make a difference in communities across the country and around the world by amplifying the charitable work of financial advisors and financial services firms. To realize our goals, we recognize and reward philanthropy, inspire volunteerism, and inform the investing public about the positive impact made by advisors and their firms in their communities. Today, Invest in Others is the premier, industry wide non-profit dedicated to recognizing, encouraging, and supporting the charitable work of financial advisors and the advisory industry.For more information, visit www.investinothers.org.
