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Invest in Others The Invest in Others Charitable Foundation amplifies, celebrates, and inspires the charitable work of financial advisors.

For Back Cove Financial, a 2023 Invest in Others Charitable Champion, giving back isn't just an initiative. It's an ongo...
10/13/2026

For Back Cove Financial, a 2023 Invest in Others Charitable Champion, giving back isn't just an initiative. It's an ongoing commitment that continues to grow and evolve.

From expanding access to financial planning through pro bono services to addressing food insecurity and supporting neighbors in need, Back Cove Financial demonstrates how purpose-driven giving can create meaningful, lasting community impact.

🌟 Read our latest Alumni Spotlight to learn how the firm is deepening its commitment to service: https://investinothers.org/back-cove-financial-deepening-impact-through-purpose-driven-giving/

đź“… Want to hear more? Join us on October 22!

We're excited to partner with the Financial Services Institute (FSI) for "The Power of Advisors in Communities," a webinar featuring Back Cove Financial's Christine Byrne, alongside Invest in Others Director of Programs Faith Bitterman and 2025 Emerging Impact Award recipient Justin Elder.

Hear firsthand how financial advisors are using their expertise, passion, and commitment to service to make a difference beyond their practices.

🗓️ Thursday, October 22 | 2:00–2:45 p.m. ET

đź”— Register today: https://financialservices.org/events/the-power-of-advisors-in-communities/

Together, we're growing the charitable impact of financial advisors!

Two cities. Two events. One shared commitment to amplifying, celebrating, and inspiring the charitable work of financial...
10/12/2026

Two cities. Two events. One shared commitment to amplifying, celebrating, and inspiring the charitable work of financial advisors.

This fall, we're bringing the financial services community together for two special events focused on connection, collaboration, and charitable impact.

Join Invest in Others for an opportunity to network with industry peers, hear what's new at our organization, and learn how we're working together to grow the charitable impact of financial advisors.

🍸 Cocktails & Connections | Boston
📅 Wednesday, October 28 | 5:30–7:30 PM
đź“Ť The Sporting Club at the Omni Boston Hotel at the Seaport
Enjoy an evening of cocktails, conversation, and meaningful connections with fellow Invest in Others supporters.

đź”— Learn more: https://lnkd.in/gS4cX2cw

✨ Invest for Impact | New York City
📅 Tuesday, November 3 | 5:30–7:30 PM
đź“Ť The Times Square EDITION
Connect with leaders from across the financial services industry for an intimate reception celebrating the power of philanthropy and community engagement.

đź”— Learn more: https://lnkd.in/grBszRCR

We hope to see you in Boston or New York! Both events are invitation-only, with limited space to encourage meaningful connections. Visit the links above for event details and registration information.

Small steps toward financial security can make a big difference.On National Savings Day, we're recognizing the importanc...
10/12/2026

Small steps toward financial security can make a big difference.

On National Savings Day, we're recognizing the importance of building healthy financial habits, from establishing an emergency fund to setting aside money for future goals.

Financial advisors play an important role in helping individuals and families build financial confidence, prepare for the unexpected, and plan for brighter futures.

But their impact often extends far beyond their clients. Across the country, financial advisors are also giving back to their communities, supporting financial literacy programs, helping underserved populations build financial stability, and creating opportunities for others to thrive.

At Invest in Others, we're proud to amplify, celebrate, and inspire the charitable work of financial advisors who use their expertise, time, and passion to make a lasting difference.

This National Savings Day, we celebrate the advisors who are helping people build stronger financial futures, both inside and outside the office.

Financial advisors are making a difference far beyond their clients' financial lives. Join us to explore the power of th...
10/09/2026

Financial advisors are making a difference far beyond their clients' financial lives. Join us to explore the power of their community impact!

On Thursday, October 22, we are teaming up with the Financial Services Institute (FSI) for a special webinar, "The Power of Advisors in Communities," highlighting how financial advisors are using their time, talents, and resources to create meaningful change.

We're excited to bring together a panel of leaders who know firsthand what it means to make an impact:

🎤 Faith Bitterman, Director of Programs, Invest in Others

🎤 Christine Byrne, Partner and Wealth Advisor, Back Cove Financial, FSI Board Chair, and Invest in Others program alum

🎤 Justin Elder, ChSNC®, Co-Founder, BrightPoint Financial LLC, and 2025 Invest in Others Emerging Impact Award recipient

Together, they'll explore the powerful intersection of financial advice and charitable work, sharing perspectives on how advisors can strengthen communities and inspire others to give back.

đź“… Thursday, October 22, 2026
🕑 2:00–2:45 p.m. ET

👉 Register today: https://lnkd.in/ghX8Bkt3

More than $326 billion is sitting in donor-advised funds, already committed to charitable purposes. Imagine the impact t...
10/08/2026

More than $326 billion is sitting in donor-advised funds, already committed to charitable purposes. Imagine the impact those dollars could make in communities across the country!

On , we're highlighting the important role financial advisors can play in helping turn charitable intent into meaningful action.

In our latest post, our Chief Development Officer Nicole Morgan explores how advisors can spark conversations about philanthropy, help clients connect their giving to the causes they care about, and ultimately put charitable dollars to work where they're needed most.

We see firsthand the incredible impact financial advisors make through their generosity, leadership, and commitment to their communities. National DAF Day is another opportunity for our industry to lead.

Read more here:
đź”— https://lnkd.in/gA9GAeqe

10/08/2026

Join us and Invest in Others for "The Power of Advisors in Communities," featuring a panel of advisor and nonprofit leaders, including our Board Chair and Invest in Others program alum Christine Byrne.

Hear how financial advisors are using their time, leadership, and expertise to support charitable causes and drive meaningful change in the communities they serve.

➡️ Register: https://financialservices.org/events/


Today, on World Financial Planning Day, we celebrate the financial advisors who help individuals and families plan for s...
10/07/2026

Today, on World Financial Planning Day, we celebrate the financial advisors who help individuals and families plan for stronger financial futures, and the many advisors whose impact extends far beyond the financial plan.

Across the country, advisors are bringing the same skills they use every day, listening, planning, problem-solving, building relationships and thinking long-term, to the causes and communities they care about.

Over the past 20 years, Invest in Others has recognized more than 1,000 financial advisors for their charitable work and provided more than $10 million in grants to support more than 860 nonprofits.

Behind every one of those numbers is an advisor who decided to get involved.

Our latest story celebrates a profession that gives back:
Read more: https://lnkd.in/gjqiKCmA

Watch for more news and info coming soon about our redesigned grant program coming soon. Together, we can continue growing the charitable impact of financial advisors!

10/06/2026

We’re proud to celebrate David Shnitzer of CARE Private Wealth on receiving the Invest in Others Award in the Emerging Impact category!

David was recognized for his work with ONETrack International and its mission to raise awareness of the Global Orphan Crisis and support innovative orphan-care solutions.

David was honored at the Invest in Others Awards Gala in Boston alongside his family, our CEO Kathy Leckey, Retirement Marketplace Vice President Tamara Indianer, and past award recipient Tom McCarthy of KAF Wealth Management.

Congratulations to David on this well-deserved recognition and the meaningful impact he continues to make!

Great news for the The Wiskott-Aldrich Foundation and the families it serves!CNBC Cures recently highlighted an importan...
10/06/2026

Great news for the The Wiskott-Aldrich Foundation and the families it serves!

CNBC Cures recently highlighted an important milestone: the opening of the first qualified treatment center for Wiskott-Aldrich syndrome, an exciting step forward in expanding access to specialized care for those living with this rare genetic disorder.

This progress makes us especially proud to celebrate Mike Skrynecki, CFP® RICP®, of Skrynecki Financial Planning Group of Raymond James in Atlanta, GA, our 2026 Invest in Others Lifetime Achievement Award recipient, whose longstanding dedication to the Wiskott-Aldrich Foundation earned the organization a $100,000 grant from Invest in Others this year.

Mike’s commitment is a powerful example of what can happen when financial advisors use their time, leadership, and resources to champion causes that are deeply personal to them and help create meaningful change for others.

Read more from CNBC Cares about the First Qualified Treatment Center Launching for Wiskott Aldrich Syndrome: https://lnkd.in/gn5JmNmu

You can also read Mike’s inspiring story and learn more about his commitment to changing the future for families living with Wiskott-Aldrich syndrome here:
https://lnkd.in/gY_YWf5a

We can’t wait to see how the Wiskott-Aldrich Foundation builds on this momentum and continues changing lives.

What does it look like when a financial advisor uses his time, expertise, and voice to help a nonprofit grow its impact?...
10/06/2026

What does it look like when a financial advisor uses his time, expertise, and voice to help a nonprofit grow its impact?

For David Shnitzer of CARE Private Wealth, it means championing the work of ONETrack International, a commitment that earned him the 2026 Invest in Others Emerging Impact Award.

Our latest story takes a closer look at David’s journey, his connection to ONETrack International, and why this work matters to him. You’ll also hear directly from David in a special interview with Asset TV, recorded at our 20th Anniversary Awards Gala.

We hope David’s story inspires other financial advisors to think about the causes they care about, and the difference they can make when they get involved.

https://lnkd.in/gpv3SRyY to read David’s story and watch his acceptance speech and Asset TV interview!

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