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Calling All Charitable Advisors: Nominations Open for Invest in Others Award

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Advisors who dedicate time or energy toward charity are eligible for nomination for the Invest In Others Awards. The IIO awards, started in 2006, recognize five individual financial advisors who are committed to charitable work.

The five categories of recognition are Catalyst, Community Service, Global Impact, Volunteer of the Year, and Lifetime Achievement. In 2018, the winner of each category was awarded $40,000, except for Lifetime Achievement, which received $50,000, to go toward their selected charity.

Carrie Coghill, winner of last year’s Catalyst Award, donated her winnings to the Magee-Womens Research Institute & Foundation in Pittsburgh. The money aided a research project to develop an antibody therapy to target a new gene mutation to block ovarian cancer from metastasizing. Coghill is CEO of Coghill Investment Strategies.

The 2018 Lifetime Achievement award winner was Pat Sullivan, of Private Advisor Group, an LPL Financial affiliate, whose charity was Good Grief, which provides free programs to children and families after the death of an immediate family member and provides education to schools and professionals about loss.

The deadline for nominations is Friday, April 5. Nominations require advisor information including primary broker-dealer/custodian along with their FINRA/CRD number, as well as the charity for which they are being nominated.

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