In this special announcement episode, host Kendall Jones Neukomm is joined by Toby Cotton and Emily Landry to explore the heart behind the Whitley Penn Philanthropic Fund. From its founding vision to the impact of its first grant cycle, the conversation highlights how Whitley Penn employees and partners are coming together to serve communities across Texas.

Emily shares stories from the first round of grant recipients and the astonishing impact of $63,000 to flood relief efforts in Kerrville in response to the July 4th tragedy. Toby reflects on how the fund aligns with Whitley Penn’s core values of service and stewardship, emphasizing that client service is deeply embedded in the firm’s DNA. He shares that this commitment naturally extends to community involvement, and that the fund gives employees and partners a meaningful way to give back, whether through financial contributions, volunteering, or leadership in local organizations.

Topics Discussed:

Origin and mission of the Whitley Penn Philanthropic Fund
Stories of impact from spring grant recipients
How employees get involved

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Whitley Penn Talks: Inside the Whitley Penn Philanthropic Fund