EP Giving Tree

Summit 2026

UpBeat Music & Arts

This year’s firm-wide Summit provided an opportunity to support UpBeat Music and Arts, a local nonprofit dedicated to inspiring and mentoring youth through the arts. UpBeat works to make music education financially accessible by offering affordable classes and scholarship opportunities for students who may not otherwise have the resources to participate. 

To support this mission, EP hosted Karaoke for a Cause, inviting employees to take the main stage and sing their favorite songs in support of a meaningful cause. Thanks to the generosity and enthusiasm of our team, the event raised enough funds to provide a full scholarship for one student, helping them access the transformative power of music education.

American Red Cross Award

American Red Cross

The American Red Cross awards EP Wealth Advisors, acknowledging our contribution and effort supporting the ARC during the 2025 Los Angeles wildfires.

Pro Bono Financial Planning Day

Financial Planning Association & LA Public Library

We volunteered with the Financial Planning Association and spent a Saturday at the LA Public Library providing one-on-one sessions with members of the LA community

Torrance

spcaLA

• The Torrance team volunteered at spcaLA to sort donated pet supplies from local grocery stores. It was very inspirational to help this shelter and give back to this organization that helps animals that are at risk and need homes.
  
  
• Testimonial: Having a Charity Committee as a part of our culture here at EP is absolutely incredible! Being able to volunteer is such an amazing gift. It allows us to provide for the worthy organizations out here trying to make the world a better place.
  
  - Team Torrance

Irvine

Second Harvest

•  Along with other volunteers, 7,055 pounds of assorted produce was sorted in boxes ready to ship to local community food banks and organizations.
  
  
• Testimonial: The Charity committee allows our team to take a step back from their everyday work of helping clients to then take time to slow down and focus on helping the community around us who are ultimately our stakeholders.
  
  - Team Irvine

North LA

Walk MS

• Our team proudly supported a client living with multiple sclerosis by joining a 3-mile awareness walk. The event brought the community together to raise awareness and show support for those affected by MS, and we were honored to stand alongside our client for such a meaningful cause.
  
  
• Testimonial: Our hope on behalf of EP Wealth is to help others who are not presently able to help themselves and build communities in all the markets in which we live and work. Doing these kinds of activities not only builds communities around us but we have found they build stronger communities within EP and our team.
  
  - Team North LA

San Diego

San Diego Food Bank

• The San Diego team participated in cleaning and packaging fresh produce such as potatoes, onions, and canned goods. We worked together to inspect, sort, box, and label all food donations.
  
  
• Testimonial: In close collaboration with our local community members, the San Diego team made a substantial difference for families and individuals grappling with food scarcity. Our involvement extended beyond volunteering, encompassing partnerships with local businesses and organizations that shared our dedication through the Food Bank. Amidst these efforts, we also discovered a heightened sense of unity within our team, nurturing stronger connections among colleagues.
  
  - Team San Diego

Chicago

Feed My Starving Children

• Chicago EPers donated 4 hours of their time boxing up dried foods to ship to countries with hungry kids
  
  
• Testimonial: EP's charitable commitment, spearheaded by the Charity Committee, is the "walk" behind the "talk." It's all too easy to lament about problems and criticize the lack of solutions. In today's challenging and busy world, so many talk about what should be done. What is needed is doers, not talkers. We are proud of EP's resolve to act, not posture. Thanks to all on the charity committee who lead us to take action to evoke change and make positive things happen.
  
  - Team Chicago

Colorado

Food Bank of the Rockies

• We helped sort through 23 pallets of food into different categories: meals, dry drinks, drinks, bulk, not bulk, cereals, baby food, pet food, spices, snacks, and deserts. Etc.
  
  
• Testimonial: For the Colorado office, it gives us an opportunity to help people in our local community.
  
  - Team Colorado

Utah 

Festival of Trees

• For 5 hours, 15 volunteers assisted in the Kiddie Korner where we helped children with simple craft activities in exchange for tickets that they purchased. All funds raised support Primary Children's Hospital and providing care to families in need
  
  
• Testimonial: The charity committee allows us to foster a sense of community and social responsibility within the workplace, while also making a positive impact on our local communities.
  
  - Team Utah 

Puget Sound

Santa for Seniors

• We helped bring joy to seniors in our community who may be spending the holidays alone. We created 32 greeting cards and 19 ornaments that will be delivered this season.
  
  
• Testimonial: The need for connection is ingrained in us as human beings. We rely on others for support during good and bad times. True fulfillment doesn’t lie in material possessions, but rather in making a difference in the lives of others. Giving back means connecting to our community, understanding the immediate needs, and providing care and support

- Team Puget Sound

Walnut Creek/Berkeley

Monument Crisis Center

•  Team NorCal spend the morning volunteering at MCC, a local family resource center! We prepared and packed food bags and distributed them to those in need. MCC manager commented: "They have so much energy! They are Great!"
  
  
• Testimonial: Working with the charity committee at EP has been an incredibly rewarding experience. Whether it is making food bags at the Contra Costa Food Bank or collecting donations for Oakland Elizabeth House, it has always been more than just volunteering. These experiences have given NorCal the opportunity to make a positive impact on our community and work with passionate colleagues who share the same goals. This has not only strengthened our team spirit, but also allowed us to witness the real difference we can make together.

- Team Walnut Creek/Berkeley

Greater Portland Region and Vancouver

Rose Haven Day Shelter & Community Center

• 7 members of our team volunteered at the center to help sort donations, clean storage areas and supplies, and help craft decorations for their biggest fundraiser: The Annual Mother’s Day Reigning Roses Walk.
  
  
• Testimonial: EP Wealth’s Charity Initiative not only grants us the time, but also encourages us to spend it practicing one of our core values: Connection. Our desire to assist, comfort and give as much of ourselves as possible to folks who need it most is a large part of our team culture that builds a space to bond with our community.

- Team Greater Portland Region and Vancouver

Boston

Ken Kelly Memorial Scholarship

• The Boston team attended the Ken Kelly Memorial Scholarship Foundation Golf Tournament where the organization awarded scholarships to 12 extraordinary Scituate High School graduates. In addition, the tournament also funded a new state of the art Varsity Football and Lacrosse scoreboard at St. Sebastian's School. More Broadly, all the boys across the Independent School League will feel Ken's love of sportsmanship, teaming, and hard work for generations to come.
  
  
• Testimonial: Being part of this committee is a reminder that even small efforts, when combined, can lead to significant change. Our charity committee inspires growth and challenges us to step outside of our comfort zones where we can learn from others and find creative ways to support important causes. Our committee represents the power of collective compassion and purposeful actions. It's a space where our colleagues from across the country come together to create meaningful change in our communities.

- Team Boston

Michigan

Hope Pkgs

• About a dozen volunteers from our Brighton office came together to assemble 28 overnight foster bags for Hope Pkgs.
  
  

• Testimonial: The charity committee means so much to our team — it gives us a chance to connect with our community, work side by side outside the office, and make a meaningful difference together. Days like this remind us how powerful teamwork and service can be.

- Team Michigan

San Francisco

San Francisco-Marin Food Bank

• During the holiday season, the EP San Francisco team spent the morning volunteering at the SF Marin Food Bank, packing bags of fresh, nutritious food for families across the Bay Area. What seems like simple work—sorting produce, assembling bags, moving boxes—makes a real difference at a time when more than 1 in 5 local families face food insecurity. With hunger on the rise and cuts to federal food programs increasing the strain, the Food Bank’s support is more vital than ever. Every week, 36,000 households rely on their services, and volunteers like ours help keep those efforts moving.
  
  

• Testimonial: This event reflects the spirit of the EP Giving Tree. Its branches—Time, Talent, and Treasure—represent the many ways we contribute to our communities, and by giving our time, the SF team helped strengthen one of its most meaningful limbs. Volunteering together is deeply rewarding. Working side by side toward a shared goal strengthens team bonds, brings purpose beyond our daily routines, and reminds us that when we give together, we grow together. 

- Team San Francisco

Santa Fe

Santa Fe Watershed

• Our staff, clients and friends gathered together for our annual clean up of the Santa Fe river - considered one of the most endangered waterways in the country. After gathering trash for several hours we enjoyed a relaxed picnic, poetry reading and refreshments.
  
  

• Testimonial: The Santa Fe downtown office is committed to sustainability in our investments and business practices. Community engagement is key to our mission.  
  
  - Team Santa Fe

Dallas

The Stewpot

• The team put together 8 Welcome Baskets for The Stewpot. These baskets are given to families back on their feet
  
  
• Testimonial:  Being a part of the Charity Committee gives our office the opportunity to make a meaningful impact through volunteerism and by connecting people with opportunities to make a difference. This outreach strengthens our shared values as EP employees, fosters a culture of community engagement, and creates a lasting positive impact for the communities we serve.

- Team Dallas

Media

HACP

•  We packed 300 bags of food & items for 3 local low-income senior high-rises. We packed non-perishable foods, along with hygiene products and paper goods. Tagged the bags with the receiver's names & apartments for delivery by the organization. 
  
  
• Testimonial:  We are blessed and to be able to give back to our community is an honor and shows a level of human kindness in today's environment 

- Team Media