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December 10, 2019 | News & Events

Tolleson Wealth Management recognized as a 2019 Charitable Champion

Tolleson Wealth Management recognized as a 2019 Charitable Champion

Tolleson Wealth Management announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List.

The Charitable Champions List recognizes advisory firms for their efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others evaluated applications blindly by a judging panel made up of financial advisors. Applications were evaluated on criteria including employee benefits, company contributions, and philanthropic events and programs offered by the firms.

Last year, Tolleson Wealth Management’s employees logged more than 1,000 volunteer hours over 35 company-sponsored volunteer events that ranged from school supply drives and building hygiene kits to conducting financial literacy classes for West Dallas communities. Employees are encouraged to volunteer 20 hours per year to causes they are passionate about.

Tolleson Wealth Management’s Philanthropy Team plays a critical role in guiding the corporate philanthropy program. The team, responsible for helping client families fulfill their charitable intensions, is experienced in creating strategies for families to give together in meaningful ways. Having that experience and guidance on corporate charitable planning strengthens the firm’s value-add in making an impact in the community.

To learn more about awards and recognition, visit here. Tolleson Wealth Management applied for this award with an online application and did not pay to participate.

The Invest in Others Charitable Foundation is a 501(c)(3) nonprofit dedicated to supporting and empowering financial advisors and firms that invest in others by giving back to their communities with overwhelming generosity.