Invest in Others

We’re proud to announce a new collaboration between Invest in Others and the Association of African American Financial Advisors - Quad-A, designed to amplify, celebrate, and inspire the charitable work of Black financial advisors.

Through this initiative, Invest in Others will award a one-time $5,000 grant to a nonprofit organization championed by a Quad-A member. The selected financial advisor and nonprofit will be recognized at Quad-A’s Annual V.I.S.l.O.N. Conference, taking place September 10–12, 2026, in Washington, D.C., where our Leadership Council member Barrett D. Wragg, CFP® will participate as a speaker.

This initiative reflects our shared commitment to advancing leadership, expanding representation, and celebrating the powerful ways financial professionals make a difference beyond their practices.

Read more: https://lnkd.in/g6xmVhGy

Conversations about philanthropy and charitable giving are becoming an increasingly important part of the advisor-client relationship, and for good reason.

Today’s clients are looking for guidance that goes beyond investment performance and financial planning. They want to align their wealth with their values, create meaningful impact, and involve family members in conversations about legacy and purpose.

That’s why we’re excited to share this thoughtful article from Rethinking65, authored by Invest in Others Board member Thomas North,CFP, ChFC, CFS, exploring how the advisor’s role is evolving alongside clients’ giving priorities.

As charitable planning becomes more integrated into holistic wealth management, advisors have a unique opportunity to deepen relationships, build trust across generations, and help clients make informed, values-driven decisions about their giving strategies.

This is no longer a side conversation; it’s an essential part of understanding what matters most to clients and helping them define the impact they want to have on their communities and the world around them.

Read the article to learn more: https://lnkd.in/gFKXfAZ3

We were excited to recently meet Emily Jaffe, CFP®, CDFA® at the Savvy Ladies Volunteer Summit, where she was recognized as one of three nominees for the organization’s "Volunteer of the Year Award" and joined the event’s opening panel discussion on the power of volunteerism.

Emily’s story is a wonderful example of how financial advisors can use their expertise to help people move from feeling overwhelmed to feeling empowered, especially when it comes to financial confidence and decision-making.

Through her volunteer work with Savvy Ladies, Emily is helping women gain access to guidance, support, and resources that can truly change lives.

At Invest in Others, we love highlighting advisor stories like Emily’s because they demonstrate the unique impact financial professionals can make in their communities beyond their day-to-day work.

Read more about Emily’s inspiring journey here: https://lnkd.in/eSaZ7VYn