Advisors Empower Communities: $2M Grant to Expand Charitable Giving Focus

Boston, MA – November 8, 2025 – The Invest in Others Charitable Foundation is poised to significantly expand its reach, thanks to a $2 million multi-year grant from the U.S. Charitable Gift Trust. The funding will bolster the foundation’s Grant Program, enabling financial advisors to direct crucial resources to nonprofits aligned with their – and their clients’ – philanthropic goals. The announcement comes as both organizations recognize a growing need for flexible funding in critical areas like mental health and environmental conservation.

For nearly two decades, Invest in Others has operated as a unique conduit for charitable giving within the financial services industry. Unlike traditional corporate foundations, it empowers individual advisors to nominate and support the causes they believe in. This model fosters a deeper connection between givers and beneficiaries, and creates a ripple effect of community investment.

“We see a tremendous opportunity to leverage the passion and resources of financial advisors,” explains a leader at Invest in Others. “They’re trusted advisors, deeply connected to their communities. This grant allows them to translate that connection into tangible impact.”

A Growing Demand for Flexible Funding
The financial landscape for nonprofits remains challenging. Competition for funding is fierce, and many organizations struggle to secure consistent support for vital programs. The Invest in Others Grant Program provides a crucial lifeline, offering flexible funding that can be used to address immediate needs or invest in long-term sustainability.

Past recipients, such as City Year and Feeding America, have lauded the program’s simplicity and responsiveness. “The application process was straightforward, and the funding came at a critical time,” shared a director at a past recipient organization. “It allowed us to expand our reach and serve more families in need.”

Expanding the Impact: Mental Health and Environmental Focus
The decision to prioritize mental health and environmental conservation as new grant categories reflects a growing societal awareness of these critical issues. Demand for mental health services has surged in recent years, exacerbated by the pandemic and ongoing economic pressures. Simultaneously, the urgency of addressing climate change and protecting natural resources has become increasingly apparent.

“We’ve seen a clear shift in priorities,” said a program director at Invest in Others. “Advisors are increasingly asking about opportunities to support mental health initiatives and environmental conservation efforts. This funding allows us to respond to that demand.”

Industry data supports this trend. Reports from organizations like Mental Health America show a significant increase in the demand for mental health services since 2020. Similarly, environmental grantmakers are reporting increased competition for funding, highlighting the need for greater investment in conservation efforts.

The U.S. Charitable Gift Trust’s alignment with this expansion underscores a broader philanthropic trend towards addressing pressing social and environmental challenges. Their history of supporting education, healthcare, and environmental nonprofits demonstrates a commitment to long-term impact.

“This partnership is a natural fit,” commented a representative from the U.S. Charitable Gift Trust. “We’re excited to collaborate with Invest in Others and empower financial advisors to make a meaningful difference in their communities.”

The Power of Advisor-Led Giving
The Invest in Others model is unique in its emphasis on advisor-led giving. By empowering advisors to nominate nonprofits and direct funding, the foundation fosters a deeper connection between givers and beneficiaries. This personalized approach not only increases engagement but also ensures that funding is directed to the most impactful initiatives.

“Our advisors are on the front lines, understanding the needs of their communities,” a leader at Invest in Others explained. “They’re in a unique position to identify deserving nonprofits and direct funding where it’s needed most.”

This approach also resonates with clients, who are increasingly seeking opportunities to align their investments with their values. Advisors who integrate philanthropy into their practice can strengthen client relationships and build trust.

“Clients are looking for more than just financial returns,” shared a financial advisor. “They want to know that their investments are making a positive impact on the world. Philanthropy is a great way to demonstrate that commitment.”

The expansion of the Grant Program will provide even more opportunities for advisors to engage their clients in philanthropic giving, creating a virtuous cycle of community investment.

Looking Ahead
The $2 million grant from the U.S. Charitable Gift Trust is a significant step forward for the Invest in Others Charitable Foundation. By expanding its reach and prioritizing critical areas like mental health and environmental conservation, the foundation is poised to make an even greater impact on communities across the country.

The program’s unique model of advisor-led giving, combined with a commitment to flexible funding, positions it as a vital resource for nonprofits and a powerful catalyst for community investment. As the demand for philanthropic giving continues to grow, the Invest in Others Charitable Foundation is well-positioned to lead the way.