Financial Advisor Philanthropy Award
Celebrating financial advisory firms that champion charitable giving, manage donor-advised funds, and lead community-focused investment strategies that create measurable local impact.
Nominator:
Person submitting the nomination
Full Name
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First Name
Last Name
E-mail
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example@example.com
Phone Number
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Nominee Information
Please indicate details about your nominee
Financial Advisory Firm Name
*
Financial Advisory Firm Primary Contact Person
*
Financial Advisory Firm Primary Contact Email Address
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Financial Advisory Firm Phone Number
*
Financial Advisory Firm Address
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Award Nomination Form
Please answer the following questions carefully and thoroughly. Your responses will help us understand the nominee’s impact and alignment with the selected award category. Be specific, provide examples where possible, and focus on the meaningful outcomes of their work.
How does your firm integrate philanthropy and community impact into its overall advisory services or business model?
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What partnerships or collaborations has your firm developed with nonprofits, foundations, or community organizations to advance charitable giving?
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What measurable results demonstrate your firm’s impact (e.g., total funds directed to local causes, number of clients engaged in giving, community initiatives supported)?
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Submit
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