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June 16, 2022 | Awards

Tolleson Wealth Management Named a 2022 Charitable Champion

Tolleson Wealth Management is one of 10 financial advisory firms selected for the annual Charitable Champions List by The Invest in Others Charitable Foundation (“Invest in Others”), which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations.

From environmental causes to financial literacy, animal welfare, medical research, and support for youth and families, the 2022 Charitable Champions provided support to diverse nonprofits. In addition to offering monetary donations and volunteer time off, the 2022 winners developed a variety of firmwide events. In 2021, Tolleson Wealth Management held a food and pantry drive and coat drive for community partner St. Phillip’s School & Community Center. The firm also continued with its annual “Tolleson Team Serves” company-wide service project, where each team department selected an organization to volunteer with and make a year-end impact.

“When companies prioritize giving back to their communities, it creates a culture that extends to all levels of the organization,” says Megan McAuley, Executive Director and President of Invest in Others Charitable Foundation. “We’re excited to recognize these 10 outstanding firms that have inspired their employees to give back. Through their example, these Charitable Champions are proving that the financial industry can be a force for good.”

Tolleson Wealth Management is committed to its philanthropic efforts, working towards positive change in the Dallas community. In 2022, it has partnered with non-profit Bonton Farms, a community committed to addressing the societal barriers facing its residents. The team is excited to be honored for its charitable contributions and service in the community.

A panel of financial advisors adjudicated the submissions based on several factors, including employee benefits, company contributions, and the quality of the firms’ philanthropic events and programs. The judging process is independent. Tolleson Wealth Management does not pay for any of its awards. To view additional disclosures about rankings, awards, and recognition, please click here.