LPL Financial is an enabling and caring partner committed to improving people’s lives and bettering the communities where our customers and employees live and work. As a caring corporate citizen, we provide direct financial support to charitable organizations, offer matching gifts for LPL Financial advisor and employee contributions, and coordinate ongoing employee giving and volunteer activities.

To most effectively enhance the lives of individuals and families in need, we are focused on fostering the following three areas.

• Strong and nurturing communities — We support Habitat for Humanity’s Critical Home Repair program, Rebuilding Together, and other organizations that promote safe and comfortable housing and thriving neighborhoods. We are also a committed United Way partner and support local United Way agencies through corporate gifts and an annual employee-giving program.
   
• Enrichment and education for children — Supporting children is the single most profound investment an individual or company can make in the future of society. That’s why LPL Financial supports organizations such as Junior Achievement and Big Brothers Big Sisters that enhance children’s lives in myriad ways. We also host annual Big Brothers Big Sisters fundraising dinners and Kids’ Day outings at professional ballparks, and many of our employees serves as “Bigs” to mentor young people and serve as positive role models.
   
• Comfort and security for the elderly — As a firm, LPL Financial is committed to helping our customers prepare their clients for retirement; as a community partner, we recognize that many Americans will need support from their communities to age comfortably and securely. We are pleased to partner with Meals on Wheels to combat hunger and ensure the infirm and elderly receive hot meals delivered to their home.

Invest in Others Charitable Foundation

To recognize the philanthropic work of financial advisors across the industry, LPL Financial established the Invest in Others Charitable Foundation in 2006 to encourage and support the charitable and volunteer activities of advisors in their local communities. As part of our commitment to supporting our advisors’ charitable efforts, LPL Financial remains a key contributor to Invest in Others, a 501(c)(3) public charity. Learn more about the Foundation at www.investinothers.org.