Invest in Others Charitable Foundation

What Invest in Others Charitable Foundation does

Invest in Others Charitable Foundation is a 501(c)(3) nonprofit organization founded in 2006 and headquartered in Boston, Massachusetts. It serves as the only national foundation dedicated specifically to amplifying the charitable work of financial services professionals, functioning as an intermediary that connects financial advisors, sponsoring financial services firms, and U.S. nonprofit organizations. The foundation stewards over $5 million in assets and has awarded more than $8 million in grants to 2,000+ nonprofits over its 20-year history.

The foundation operates two core program tracks. The Grant Program encompasses Grants for Good (general-cause grants up to $20,000) and Grants for Change (grants focused on BIPOC communities), with an enhanced 2026 program adding Mental Health and Environmental Protection as new impact categories. The Invest in Others Awards is an annual recognition program that honors financial advisors for their charitable impact and channels grants to the nonprofits they champion, culminating in the Annual Awards Gala scheduled for September 17, 2026, in Boston. The organization also runs an annual Golf Tournament as a supplementary fundraising event.

The foundation is funded primarily through corporate sponsorships from financial services firms — with Fidelity Investments as the 2026 Presenting Sponsor and major Lead Program Sponsors including Ameriprise Financial, Morgan Stanley, LPL Financial, Allianz Life, Envestnet, MFS Investment, and PIMCO — plus individual donations and institutional grants, notably a $2 million multi-year commitment from U.S. Charitable Gift Trust in late 2025. It maintains a small staff (1-10 employees) led by President and CEO R. Barkley Payne and COO Jessica Dunham, and holds the Charity Navigator Four-Star Rating and Candid Gold Seal of Transparency as credibility signals to donors and grantees.

Name

Invest in Others Charitable Foundation

Legal name

Invest in Others Charitable Foundation

Website

https://investinothers.org

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Invest in Others Charitable Foundation is a 501(c)(3) nonprofit that channels financial-services-industry philanthropy to U.S. nonprofits through grants, annual awards, and sponsored events, stewarding $5M+ in assets.

Ownership category

akta.pro rank

Product category

Charitable Foundation Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (8132)

akta.pro primary industry

Public Charities & Grantmaking Intermediaries (BPAGAKAE)

akta.pro secondary industry

Private Foundations (BPAGAKAA)

Keywords

• Charitable grant programs
• Nonprofit philanthropy foundation
• Corporate sponsorship programs
• Financial advisor recognition
• Community impact grants

Headquarters

HQ city

Andover

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Corporate Sponsorships: Financial services firms sponsor Invest in Others programs and events, including the annual Awards Gala and Grant Program. Major sponsors include Fidelity Investments (Presenting Sponsor), Allianz, Ameriprise Financial, Morgan Stanley, LPL Financial, and others.
2. Individual Giving and Donations: Individual donations from financial professionals and supporters. The foundation stewards over $5 million in assets.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Invest in Others Charitable Foundation is a 501(c)(3) nonprofit that operates a Grant Program awarding up to $20,000 to nonprofits championed by financial services professionals, alongside an annual Invest in Others Awards program recognizing financial advisors for their charitable impact through a Boston-based Awards Gala. The foundation connects financial advisors, nonprofit organizations, and corporate sponsors through grant-making, recognition events, and a network spanning over 2,000 nonprofits across the United States.

Product overview

Invest in Others Charitable Foundation is a 501(c)(3) nonprofit organization that operates two interconnected core programs: the Grants Program (encompassing Grants for Good and Grants for Change) and the Invest in Others Awards (including the annual Awards Gala). The Grants Program provides funding of up to $20,000 per award to nonprofits identified by financial services professionals, supporting causes across health, education, economic development, and BIPOC communities. The Invest in Others Awards recognize financial advisors' charitable impact through an annual awards ceremony and distribute substantial grants to the nonprofits they champion. The organization also hosts a Golf Tournament as part of its event programming. The foundation celebrated its 20th anniversary in 2026 with expanded impact categories including Mental Health and Environmental Protection.

Differentiator

Problem solved

Functional benefit

Brands

• Grants for Good: Grant program awarding funding to nonprofits across a wide range of causes supported by financial professionals.
• Grants for Change
• Invest in Others Awards

Products and services

• Grants for Good

Quantifiable outcome

• $8 million+ in grants awarded to nonprofits over 20 years
• +4 more outcomes

Named customers16 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered flagship, core and minor.

• Fidelity InvestmentsflagshipGTM or Marketing Partner · 1 January 2026Fidelity Investments serves as the 2026 Presenting Sponsor of Invest in Others and Lead Program Sponsor for the Grant Program. They are a founding sponsor and the most prominent supporter of the organization's initiatives, including the annual Awards Gala.
• Ameriprise FinancialcoreGTM or Marketing PartnerAmeriprise Financial is a consistent sponsor and supporter of Invest in Others programs, including the Grant Program as a Lead Program Sponsor in 2025.
• Morgan StanleycoreGTM or Marketing PartnerMorgan Stanley is a top sponsor of Invest in Others programs and events, supporting the Awards Gala and various initiatives.
• LPL FinancialcoreGTM or Marketing PartnerLPL Financial sponsors Invest in Others and is mentioned as the employer of founding board member Jack Casady's father. Multiple advisors from LPL participate in programs.
• Allianz Life Insurance Company of North AmericacoreGTM or Marketing PartnerAllianz Life is a Lead Program Sponsor for the Invest in Others Grant Program, contributing to funding nonprofits across various causes.
• EnvestnetcoreGTM or Marketing PartnerEnvestnet sponsors the Invest in Others Grant Program as a Lead Program Sponsor, supporting the foundation's mission.
• MFS InvestmentcoreGTM or Marketing PartnerMFS Investment is a Lead Program Sponsor for the Grant Program, supporting nonprofit funding initiatives.
• PIMCOcoreGTM or Marketing PartnerPIMCO is a Lead Program Sponsor for the Grant Program, contributing to foundation's charitable initiatives.
• OsaiccoreGTM or Marketing PartnerOsaic, a financial services firm, is a sponsor of Invest in Others. Notable advisor Ferdinand Garcia works for Osaic (formerly part of Advisor Group/Woodbury Financial).
• AssetMarkminorGTM or Marketing PartnerAssetMark is a sponsor contributing $12,500 or more to Invest in Others in 2026.
• BNY PershingminorGTM or Marketing PartnerBNY Pershing is a sponsor contributing $12,500 or more to Invest in Others in 2026.
• Charles SchwabminorGTM or Marketing PartnerCharles Schwab is a sponsor contributing $12,500 or more to Invest in Others in 2026.
• Franklin TempletonminorGTM or Marketing PartnerFranklin Templeton is a sponsor contributing $12,500 or more to Invest in Others in 2026.
• MassMutualminorGTM or Marketing PartnerMassMutual is a sponsor contributing $12,500 or more to Invest in Others in 2026.
• NuveenminorGTM or Marketing PartnerNuveen is a sponsor contributing $12,500 or more to Invest in Others in 2026.
• Thrivent Advisor NetworkminorGTM or Marketing PartnerThrivent Advisor Network is a sponsor contributing $12,500 or more to Invest in Others in 2026.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Fidelity Charitable: The largest U.S. donor-advised fund sponsor, founded by Fidelity Investments — Invest in Others' Presenting Sponsor. Operates in the same financial-services-philanthropy intersection, albeit at vastly larger scale, distributing grants from donor-advised accounts to nonprofits nationwide.
• Schwab Charitable: A major donor-advised fund sponsor affiliated with Charles Schwab — one of Invest in Others' listed sponsors. Operates in the financial-services-philanthropy intersection with comparable grant-distribution mechanics, though at materially larger scale.
• Money Management Institute Foundation: The charitable affiliate of the Money Management Institute, supporting philanthropic and educational initiatives within the investment advisory industry. Directly comparable as a financial-services-affiliated grantmaking organization serving advisors and the causes they champion.
• Foundation for Financial Planning: A 501(c)(3) that mobilizes financial planners to give back through pro bono service and charitable grants, mirroring Invest in Others' mission of channeling financial professionals' philanthropy into nonprofit impact. Directly comparable in target audience, mission, and grantmaking model.

Broad incumbents

• National Endowment for Financial Education (NEFE): A national nonprofit focused on financial literacy and education, supported in part by financial services industry funding. Comparable as a financial-services-philanthropy-aligned foundation but with a mission centered on education rather than grantmaking to community nonprofits.
• SIFMA Foundation: The charitable and educational arm of the Securities Industry and Financial Markets Association, operating at industry level across the same financial services ecosystem that Invest in Others serves. Comparable as an industry-affiliated philanthropic vehicle, but with broader education-focused mandate.
• FINRA Foundation: The charitable affiliate of FINRA focused on investor education and financial industry research. Comparable as a financial-industry-aligned foundation drawing on broker-dealer sponsorship, though with a regulatory/education mandate rather than advisor-charity recognition.
• Ameriprise Foundation: The corporate foundation of Ameriprise Financial — one of Invest in Others' core sponsors. Operates in the same corporate-philanthropy intersection, channeling financial-services firm giving into community causes, but as an in-house corporate foundation rather than an industry-wide intermediary.

Emerging players

• CFP Board Center for Financial Planning: The charitable arm of the CFP Board focused on advancing the financial planning profession through diversity, scholarship, and research initiatives. Comparable as a profession-supporting foundation within the financial advisory ecosystem that Invest in Others serves.
• Foundation for Financial Service Professionals: A historical peer organization serving financial professionals' charitable and educational needs through scholarships and grants. Comparable in mission and audience (financial professionals and their communities) though smaller in current operational scale than Invest in Others.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/investinothers
• YouTubeyoutube.com/channel/UCkHmND9ysv5qzx0bpa7Bj8g
• Facebookfacebook.com/investinothers
• LinkedInlinkedin.com/company/invest-in-others-charitable-foundation
• Instagraminstagram.com/investinothers

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds1 record

Investors1 record

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M&A

Investments17 records

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Frequently asked questions about Invest in Others Charitable Foundation