Community Leadership Awards

About the Awards

What are the Community Leadership Awards?
The Community Leadership Awards, presented by InvestmentNews and the Invest in Others Charitable Foundation, recognize financial advisers from any brokerage firm, broker-dealer or RIA firm for their roles as leaders and active volunteers in charitable organizations within their communities. The awards pay tribute to the philanthropic spirit of financial advisers by highlighting their dedication to their communities and the lasting impact of their efforts.

Award finalists will be honored at the Community Leadership Awards dinner on Thursday, September 13, 2012. Award honorees will be announced during the dinner. The Invest in Others Charitable Foundation will make a donation of $20,000 to each category award honoree's charity. A $5,000 donation will also be made to each of the finalists' charities.

Award Categories

Group Award

Volunteer Team Award

Presented to a team of advisers and/or office staff for their current, collective involvement of at least three years as volunteers for a charity in their community.

Individual Awards

Community Service Award

Presented to an adviser who has made managerial contributions to a local, nonprofit organization - as a fundraiser, organizer, board member, or other executive position - over a period of at least five years, has made an outstanding contribution to the community, and has served with distinction.

Global Community Impact Award

Presented to an adviser who has been actively serving for at least two years as a volunteer with a charity whose primary mission is to help those who live outside the United States, and whose efforts have made a lasting impact on a community outside the U.S.

Mentoring Excellence Award

Presented to an adviser who has been actively mentoring a young adult for at least two years and has demonstrated qualities as a role model and champion for youth in his/her local community.

Volunteer of the Year Award

Presented to an adviser who has been actively serving as a volunteer at one or more local non-profit organizations for at least two years and has made a contribution considered to have a lasting impact in his/her community.

2011 Honorees

Barry Engelman
Volunteer Team
Ameriprise Financial Services, Inc.
National Multiple Sclerosis Society, Southern California & Nevada Chapter

David Benning
Mentoring Excellence
Ameriprise Financial Services, Inc.
Big Brothers Big Sisters of the Greather Twin Cities

David Polstra
Global Community Impact
Brightworth
Medical Missions Ministries

Germaine Broussard
Volunteer of the Year
Morgan Stanley Smith Barney
TroopTreats.com

Michael Curran
Community Service
CAPTRUST Financial Advisors
Triangle Aquatic Center