Donate to the Investments & Wealth Foundation

Empower sustainability and excellence in financial services

Transform careers.

Change lives.

Donate Now→

Invest in the Future of the Financial Profession

To enable our profession to thrive, we must continuously invite new voices into our conversation.

Your tax-deductible gift to the Investments & Wealth Foundation helps grow the financial profession by actively engaging members who both represent and serve a variety of communities, genders, ages, and ethnicities.

The costs of the Foundation are underwritten by Investments & Wealth Institute, so 100% of your donation to the Investments & Wealth Foundation supports scholarships.

All donations are tax-deductible to the extent allowed by law. Our EIN is 87-4617128.

Who You Help

When you donate to the Investments & Wealth Foundation, you open the doors of opportunity and create the sustainable growth that financial services needs by giving advisors from underrepresented backgrounds access to Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®) certifications.

  • Women

  • Black, indigenous, and people of color

  • Veterans

  • Those who identify under the LGBTQ+ umbrella

  • Persons with disabilities

  • Advisors from small, independent RIA or independent broker-dealer firms without tuition reimbursement assistance

The Foundation does not discriminate on the basis of gender, color, race, sexual orientation, disability or veteran status.

The impact of these certifications isn't just measured in credentials—it's measured in lives and careers transformed. Watch Joshua Taffer share how a Foundation scholarship gave him the financial support to pursue his certification and take the next step in his financial services career.

Multiply Your Generosity: Corporate Partners and Matching Gifts

Your individual donation to the Foundation is a powerful lever to move our industry forward. You can make your contribution go even further by engaging the support of your firm or donating appreciated assets.

  • Does your organization have a matching gift program?
    Ask your company’s Human Resources department to see how a match can increase your impact.

Join IWI Education Providers in Elevating Our Profession

Our education providers support the Foundation by providing our scholarship recipients with free access to their world-class certification education programs.